J.P. Morgan Private Wealth Advisors’s Columbia Sportswear COLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $201K | Sell |
2,719
-126
| -4% | -$9.34K | ﹤0.01% | 1630 |
|
|
2023
Q2 | $220K | Sell |
2,845
-2,344
| -45% | -$181K | ﹤0.01% | 1361 |
|
|
2023
Q1 | $468K | Buy |
5,189
+255
| +5% | +$23K | ﹤0.01% | 1504 |
|
|
2022
Q4 | $432K | Buy |
4,934
+691
| +16% | +$60.5K | ﹤0.01% | 1525 |
|
|
2022
Q3 | $286K | Buy |
4,243
+193
| +5% | +$13K | ﹤0.01% | 1668 |
|
|
2022
Q2 | $290K | Sell |
4,050
-207
| -5% | -$14.8K | ﹤0.01% | 1666 |
|
|
2022
Q1 | $385K | Sell |
4,257
-1,095
| -20% | -$99K | ﹤0.01% | 1643 |
|
|
2021
Q4 | $522K | Buy |
5,352
+1,412
| +36% | +$138K | ﹤0.01% | 1534 |
|
|
2021
Q3 | $378K | Buy |
3,940
+275
| +8% | +$26.4K | ﹤0.01% | 1614 |
|
|
2021
Q2 | $361K | Sell |
3,665
-1
| -0% | -$98 | ﹤0.01% | 1617 |
|
|
2021
Q1 | $387K | Sell |
3,666
-107
| -3% | -$11.3K | ﹤0.01% | 1423 |
|
|
2020
Q4 | $330K | Buy |
3,773
+432
| +13% | +$37.8K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $291K | Buy |
3,341
+219
| +7% | +$19.1K | ﹤0.01% | 1374 |
|
|
2020
Q2 | $252K | Sell |
3,122
-344
| -10% | -$27.8K | ﹤0.01% | 1380 |
|
|
2020
Q1 | $242K | Buy |
3,466
+612
| +21% | +$42.7K | ﹤0.01% | 1216 |
|
|
2019
Q4 | $286K | Buy |
2,854
+410
| +17% | +$41.1K | ﹤0.01% | 1260 |
|
|
2019
Q3 | $237K | Sell |
2,444
-185
| -7% | -$17.9K | ﹤0.01% | 1278 |
|
|
2019
Q2 | $263K | Sell |
2,629
-465
| -15% | -$46.5K | ﹤0.01% | 1197 |
|
|
2019
Q1 | $322K | Buy |
+3,094
| New | +$322K | ﹤0.01% | 1182 |
|
|
2017
Q2 | – | Sell |
-9,503
| Closed | -$558K | – | 1254 |
|
|
2017
Q1 | $558K | Buy |
9,503
+14
| +0.1% | +$822 | ﹤0.01% | 808 |
|
|
2016
Q4 | $553K | Buy |
9,489
+2,065
| +28% | +$120K | ﹤0.01% | 766 |
|
|
2016
Q3 | $421K | Buy |
7,424
+524
| +8% | +$29.7K | ﹤0.01% | 851 |
|
|
2016
Q2 | $397K | Buy |
6,900
+366
| +6% | +$21.1K | ﹤0.01% | 866 |
|
|
2016
Q1 | $393K | Buy |
+6,534
| New | +$393K | ﹤0.01% | 835 |
|