HWAM
Hennion & Walsh Asset Management’s Columbia Banking Systems COLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $357K | Buy |
15,278
+5,202
| +52% | +$122K | 0.01% | 772 |
|
2025
Q1 | $251K | Buy |
+10,076
| New | +$251K | 0.01% | 788 |
|
2024
Q4 | – | Sell |
-7,950
| Closed | -$208K | – | 862 |
|
2024
Q3 | $208K | Buy |
+7,950
| New | +$208K | 0.01% | 823 |
|
2024
Q2 | – | Sell |
-13,172
| Closed | -$255K | – | 855 |
|
2024
Q1 | $255K | Sell |
13,172
-108
| -0.8% | -$2.09K | 0.01% | 742 |
|
2023
Q4 | $354K | Sell |
13,280
-482
| -4% | -$12.9K | 0.02% | 638 |
|
2023
Q3 | $279K | Sell |
13,762
-369
| -3% | -$7.49K | 0.02% | 666 |
|
2023
Q2 | $287K | Buy |
+14,131
| New | +$287K | 0.02% | 662 |
|