Dougherty Wealth Advisers’s Columbia Sportswear COLM Stock Holding History

Dougherty Wealth Advisers’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-518	Closed	-$43.5K	–	111
2024 Q4	$43.5K	Hold	518	–	–	0.03%	86
2024 Q3	$43.1K	Hold	518	–	–	0.03%	84
2024 Q2	$41K	Hold	518	–	–	0.04%	81
2024 Q1	$42.1K	Hold	518	–	–	0.04%	86
2023 Q4	$41.2K	Hold	518	–	–	0.04%	91
2023 Q3	$38.4K	Hold	518	–	–	0.04%	86
2023 Q2	$40K	Hold	518	–	–	0.05%	87
2023 Q1	$46.7K	Hold	518	–	–	0.07%	82
2022 Q4	$45.4K	Hold	518	–	–	0.07%	89
2022 Q3	$35K	Hold	518	–	–	0.07%	90
2022 Q2	$37K	Hold	518	–	–	0.07%	93
2022 Q1	$47K	Hold	518	–	–	0.07%	92
2021 Q4	$50K	Hold	518	–	–	0.07%	97
2021 Q3	$50K	Hold	518	–	–	0.07%	96
2021 Q2	$51K	Hold	518	–	–	0.08%	95
2021 Q1	$55K	Hold	518	–	–	0.08%	92
2020 Q4	$45K	Hold	518	–	–	0.07%	105
2020 Q3	$45K	Hold	518	–	–	0.16%	104
2020 Q2	$42K	Hold	518	–	–	0.15%	104
2020 Q1	$36K	Hold	518	–	–	0.14%	112
2019 Q4	$52K	Hold	518	–	–	0.16%	101
2019 Q3	$50K	Hold	518	–	–	0.16%	106
2019 Q2	$52K	Hold	518	–	–	0.15%	111
2019 Q1	$54K	Hold	518	–	–	0.18%	98
2018 Q4	$48K	Buy	+518	New	+$45.9K	0.16%	104

Other funds holding COLM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dougherty Wealth Advisers's COLM Position: Q1 2025 in Review

Dougherty Wealth Advisers sold out of Columbia Sportswear (COLM) in Q1 2025, closing a stake of 518 shares — an estimated $43.5K sold.

Dougherty Wealth Advisers first reported a position in COLM in Q4 2018 and held it in 25 quarters. The position peaked at $55K in Q1 2021. 309 funds tracked by Wall St. Rank hold COLM as of Q1 2025.

Dougherty Wealth Advisers reported no remaining Columbia Sportswear position as of Q1 2025 after selling out during the quarter.
Dougherty Wealth Advisers sold 518 Columbia Sportswear shares in Q1 2025, an estimated $43.5K.
Dougherty Wealth Advisers first reported a position in Columbia Sportswear in Q4 2018 and held it in 25 quarters.
Dougherty Wealth Advisers's Columbia Sportswear position peaked at $55K in Q1 2021.
309 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2025.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.