Carson Wealth (CWM LLC)’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
10,469
+197
| +2% | +$4.61K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $256K | Sell |
10,272
-3,096
| -23% | -$77.2K | ﹤0.01% | 1765 |
|
|
2024
Q4 | $361K | Buy |
13,368
+129
| +1% | +$3.48K | ﹤0.01% | 1504 |
|
|
2024
Q3 | $346K | Sell |
13,239
-229
| -2% | -$5.99K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $268K | Buy |
13,468
+6,156
| +84% | +$122K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $141K | Buy |
7,312
+1,263
| +21% | +$24.4K | ﹤0.01% | 1680 |
|
|
2023
Q4 | $161K | Sell |
6,049
-234
| -4% | -$6.23K | ﹤0.01% | 1511 |
|
|
2023
Q3 | $128K | Sell |
6,283
-9,403
| -60% | -$192K | ﹤0.01% | 1502 |
|
|
2023
Q2 | $318K | Buy |
15,686
+7,425
| +90% | +$151K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $177K | Buy |
8,261
+6,654
| +414% | +$143K | ﹤0.01% | 1236 |
|
|
2022
Q4 | $48K | Buy |
1,607
+217
| +16% | +$6.48K | ﹤0.01% | 1755 |
|
|
2022
Q3 | $40K | Buy |
1,390
+540
| +64% | +$15.5K | ﹤0.01% | 1762 |
|
|
2022
Q2 | $24K | Buy |
850
+587
| +223% | +$16.6K | ﹤0.01% | 1999 |
|
|
2022
Q1 | $8K | Buy |
263
+31
| +13% | +$943 | ﹤0.01% | 2595 |
|
|
2021
Q4 | $8K | Buy |
+232
| New | +$8K | ﹤0.01% | 2459 |
|
|
2016
Q4 | – | Sell |
-3,448
| Closed | -$113K | – | 1107 |
|
|
2016
Q3 | $113K | Hold |
3,448
| – | – | 0.01% | 321 |
|
|
2016
Q2 | $97K | Hold |
3,448
| – | – | 0.01% | 305 |
|
|
2016
Q1 | $103K | Hold |
3,448
| – | – | 0.01% | 276 |
|
|
2015
Q4 | $112K | Hold |
3,448
| – | – | 0.01% | 253 |
|
|
2015
Q3 | $108K | Buy |
+3,448
| New | +$108K | 0.01% | 235 |
|
|
2014
Q1 | – | Sell |
-3,448
| Closed | -$95K | – | 207 |
|
|
2013
Q4 | $95K | Hold |
3,448
| – | – | 0.01% | 190 |
|
|
2013
Q3 | $85K | Buy |
+3,448
| New | +$85K | 0.02% | 156 |
|