EWM
Empirical Wealth Management’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-127,021
| Closed | -$3.43M | – | 661 |
|
|
2024
Q4 | $3.43M | Hold |
127,021
| – | – | 0.09% | 142 |
|
|
2024
Q3 | $3.32M | Hold |
127,021
| – | – | 0.09% | 145 |
|
|
2024
Q2 | $2.53M | Hold |
127,021
| – | – | 0.07% | 158 |
|
|
2024
Q1 | $2.46M | Buy |
127,021
+15,235
| +14% | +$295K | 0.07% | 157 |
|
|
2023
Q4 | $2.98M | Hold |
111,786
| – | – | 0.1% | 131 |
|
|
2023
Q3 | $2.27M | Hold |
111,786
| – | – | 0.09% | 148 |
|
|
2023
Q2 | $2.27M | Buy |
111,786
+13,117
| +13% | +$266K | 0.09% | 143 |
|
|
2023
Q1 | $2.11M | Buy |
+98,669
| New | +$2.11M | 0.09% | 134 |
|