EWM
Evercore Wealth Management’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
8,647
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $216K | Hold |
8,647
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $234K | Hold |
8,647
| – | – | ﹤0.01% | 381 |
|
|
2024
Q3 | $226K | Buy |
+8,647
| New | +$226K | ﹤0.01% | 383 |
|
|
2024
Q1 | – | Sell |
-8,647
| Closed | -$231K | – | 424 |
|
|
2023
Q4 | $231K | Buy |
+8,647
| New | +$231K | ﹤0.01% | 388 |
|
|
2023
Q1 | – | Sell |
-8,647
| Closed | -$261K | – | 408 |
|
|
2022
Q4 | $261K | Hold |
8,647
| – | – | 0.01% | 341 |
|
|
2022
Q3 | $250K | Hold |
8,647
| – | – | 0.01% | 341 |
|
|
2022
Q2 | $248K | Hold |
8,647
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $279K | Hold |
8,647
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $283K | Hold |
8,647
| – | – | ﹤0.01% | 368 |
|
|
2021
Q3 | $328K | Hold |
8,647
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $333K | Sell |
8,647
-13
| -0.2% | -$501 | 0.01% | 349 |
|
|
2021
Q1 | $373K | Buy |
8,660
+13
| +0.2% | +$560 | 0.01% | 334 |
|
|
2020
Q4 | $310K | Hold |
8,647
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $206K | Hold |
8,647
| – | – | 0.01% | 362 |
|
|
2020
Q2 | $245K | Hold |
8,647
| – | – | 0.01% | 331 |
|
|
2020
Q1 | $232K | Hold |
8,647
| – | – | 0.01% | 324 |
|
|
2019
Q4 | $352K | Hold |
8,647
| – | – | 0.01% | 326 |
|
|
2019
Q3 | $319K | Hold |
8,647
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $313K | Hold |
8,647
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $283K | Hold |
8,647
| – | – | 0.01% | 339 |
|
|
2018
Q4 | $314K | Sell |
8,647
-92
| -1% | -$3.34K | 0.01% | 303 |
|
|
2018
Q3 | $339K | Hold |
8,739
| – | – | 0.01% | 326 |
|
|
2018
Q2 | $357K | Buy |
8,739
+92
| +1% | +$3.76K | 0.01% | 307 |
|
|
2018
Q1 | $363K | Hold |
8,647
| – | – | 0.01% | 278 |
|
|
2017
Q4 | $376K | Buy |
+8,647
| New | +$376K | 0.01% | 284 |
|