DWA

Dougherty Wealth Advisers’s Columbia Sportswear COLM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	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	+$48K	0.16%	104