CAWM
Capital Advisors Wealth Management’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
125,936
+3,837
| +3% | +$89.7K | 0.46% | 48 |
|
|
2025
Q1 | $3.05M | Buy |
122,099
+4,152
| +4% | +$104K | 0.54% | 44 |
|
|
2024
Q4 | $3.19M | Sell |
117,947
-465
| -0.4% | -$12.6K | 0.57% | 41 |
|
|
2024
Q3 | $3.09M | Buy |
118,412
+6,208
| +6% | +$162K | 0.57% | 39 |
|
|
2024
Q2 | $2.23M | Buy |
112,204
+19,893
| +22% | +$396K | 0.44% | 41 |
|
|
2024
Q1 | $1.79M | Buy |
92,311
+17,454
| +23% | +$338K | 0.37% | 45 |
|
|
2023
Q4 | $2M | Buy |
74,857
+11,492
| +18% | +$307K | 0.46% | 40 |
|
|
2023
Q3 | $1.29M | Buy |
63,365
+6,285
| +11% | +$128K | 0.34% | 47 |
|
|
2023
Q2 | $1.16M | Buy |
57,080
+10,302
| +22% | +$209K | 0.3% | 51 |
|
|
2023
Q1 | $1M | Buy |
+46,778
| New | +$1M | 0.28% | 58 |
|