J.P. Morgan Private Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $594K | Sell |
29,261
-3,208
| -10% | -$65.1K | ﹤0.01% | 1175 |
|
|
2023
Q2 | $658K | Sell |
32,469
-26,606
| -45% | -$540K | ﹤0.01% | 922 |
|
|
2023
Q1 | $1.27M | Buy |
59,075
+44,049
| +293% | +$944K | ﹤0.01% | 1057 |
|
|
2022
Q4 | $453K | Hold |
15,026
| – | – | ﹤0.01% | 1506 |
|
|
2022
Q3 | $434K | Sell |
15,026
-796
| -5% | -$23K | ﹤0.01% | 1523 |
|
|
2022
Q2 | $453K | Sell |
15,822
-255
| -2% | -$7.3K | ﹤0.01% | 1491 |
|
|
2022
Q1 | $519K | Sell |
16,077
-73
| -0.5% | -$2.36K | ﹤0.01% | 1518 |
|
|
2021
Q4 | $528K | Sell |
16,150
-4
| -0% | -$131 | ﹤0.01% | 1528 |
|
|
2021
Q3 | $614K | Buy |
16,154
+551
| +4% | +$20.9K | ﹤0.01% | 1421 |
|
|
2021
Q2 | $602K | Sell |
15,603
-475
| -3% | -$18.3K | ﹤0.01% | 1408 |
|
|
2021
Q1 | $693K | Sell |
16,078
-1,594
| -9% | -$68.7K | ﹤0.01% | 1201 |
|
|
2020
Q4 | $634K | Sell |
17,672
-362
| -2% | -$13K | ﹤0.01% | 1201 |
|
|
2020
Q3 | $430K | Buy |
18,034
+76
| +0.4% | +$1.81K | ﹤0.01% | 1217 |
|
|
2020
Q2 | $509K | Hold |
17,958
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q1 | $481K | Sell |
17,958
-2,430
| -12% | -$65.1K | ﹤0.01% | 940 |
|
|
2019
Q4 | $829K | Sell |
20,388
-100
| -0.5% | -$4.07K | ﹤0.01% | 867 |
|
|
2019
Q3 | $756K | Sell |
20,488
-708
| -3% | -$26.1K | ﹤0.01% | 858 |
|
|
2019
Q2 | $767K | Sell |
21,196
-2,542
| -11% | -$92K | ﹤0.01% | 839 |
|
|
2019
Q1 | $776K | Hold |
23,738
| – | – | ﹤0.01% | 871 |
|
|
2018
Q4 | $861K | Sell |
23,738
-5,205
| -18% | -$189K | 0.01% | 797 |
|
|
2018
Q3 | $1.12M | Sell |
28,943
-7,511
| -21% | -$291K | 0.01% | 789 |
|
|
2018
Q2 | $1.49M | Sell |
36,454
-4,336
| -11% | -$177K | 0.01% | 664 |
|
|
2018
Q1 | $1.71M | Buy |
40,790
+162
| +0.4% | +$6.8K | 0.01% | 515 |
|
|
2017
Q4 | $1.77M | Buy |
40,628
+7,275
| +22% | +$316K | 0.01% | 511 |
|
|
2017
Q3 | $1.4M | Sell |
33,353
-390
| -1% | -$16.4K | 0.01% | 541 |
|
|
2017
Q2 | $1.35M | Buy |
33,743
+739
| +2% | +$29.5K | 0.01% | 544 |
|
|
2017
Q1 | $1.29M | Buy |
33,004
+57
| +0.2% | +$2.22K | 0.01% | 564 |
|
|
2016
Q4 | $1.47M | Sell |
32,947
-14,030
| -30% | -$627K | 0.01% | 499 |
|
|
2016
Q3 | $1.54M | Hold |
46,977
| – | – | 0.01% | 495 |
|
|
2016
Q2 | $1.32M | Sell |
46,977
-6
| -0% | -$168 | 0.01% | 526 |
|
|
2016
Q1 | $1.41M | Sell |
46,983
-2,009
| -4% | -$60.1K | 0.01% | 480 |
|
|
2015
Q4 | $1.59M | Sell |
48,992
-21,700
| -31% | -$706K | 0.02% | 418 |
|
|
2015
Q3 | $2.21M | Sell |
70,692
-6,416
| -8% | -$200K | 0.03% | 319 |
|
|
2015
Q2 | $2.51M | Sell |
77,108
-3,330
| -4% | -$108K | 0.03% | 326 |
|
|
2015
Q1 | $2.33M | Sell |
80,438
-196
| -0.2% | -$5.68K | 0.03% | 351 |
|
|
2014
Q4 | $2.23M | Buy |
80,634
+240
| +0.3% | +$6.63K | 0.03% | 361 |
|
|
2014
Q3 | $2M | Sell |
80,394
-4,645
| -5% | -$115K | 0.03% | 373 |
|
|
2014
Q2 | $2.24M | Sell |
85,039
-1,080
| -1% | -$28.4K | 0.04% | 276 |
|
|
2014
Q1 | $2.46M | Sell |
86,119
-16,320
| -16% | -$465K | 0.04% | 261 |
|
|
2013
Q4 | $2.82M | Sell |
102,439
-6,763
| -6% | -$186K | 0.06% | 221 |
|
|
2013
Q3 | $2.7M | Sell |
109,202
-5,620
| -5% | -$139K | 0.06% | 221 |
|
|
2013
Q2 | $2.73M | Buy |
+114,822
| New | +$2.73M | 0.07% | 215 |
|