Carson Wealth (CWM LLC)’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $141K | Buy |
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|
2023
Q4 | $161K | Sell |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $177K | Buy |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $113K | Hold |
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|
2016
Q2 | $97K | Hold |
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|
2016
Q1 | $103K | Hold |
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|
2015
Q4 | $112K | Hold |
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|
2015
Q3 | $108K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $95K | Hold |
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|
2013
Q3 | $85K | Buy |
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