KJWM
Kiley Juergens 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 | $254K | Hold |
10,872
| – | – | 0.06% | 77 |
|
|
2025
Q1 | $271K | Sell |
10,872
-400
| -4% | -$9.98K | 0.07% | 73 |
|
|
2024
Q4 | $304K | Hold |
11,272
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $294K | Sell |
11,272
-316
| -3% | -$8.25K | 0.08% | 70 |
|
|
2024
Q2 | $230K | Sell |
11,588
-1,230
| -10% | -$24.5K | 0.06% | 70 |
|
|
2024
Q1 | $248K | Buy |
12,818
+250
| +2% | +$4.84K | 0.08% | 66 |
|
|
2023
Q4 | $335K | Hold |
12,568
| – | – | 0.11% | 64 |
|
|
2023
Q3 | $255K | Buy |
12,568
+316
| +3% | +$6.42K | 0.09% | 72 |
|
|
2023
Q2 | $248K | Buy |
12,252
+463
| +4% | +$9.39K | 0.09% | 72 |
|
|
2023
Q1 | $253K | Buy |
11,789
+1,480
| +14% | +$31.7K | 0.09% | 72 |
|
|
2022
Q4 | $311K | Hold |
10,309
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $297K | Hold |
10,309
| – | – | 0.14% | 66 |
|
|
2022
Q2 | $295K | Hold |
10,309
| – | – | 0.14% | 69 |
|
|
2022
Q1 | $333K | Hold |
10,309
| – | – | 0.16% | 51 |
|
|
2021
Q4 | $337K | Sell |
10,309
-250
| -2% | -$8.17K | 0.13% | 67 |
|
|
2021
Q3 | $401K | Hold |
10,559
| – | – | 0.18% | 63 |
|
|
2021
Q2 | $407K | Hold |
10,559
| – | – | 0.19% | 61 |
|
|
2021
Q1 | $454K | Hold |
10,559
| – | – | 0.24% | 55 |
|
|
2020
Q4 | $379K | Sell |
10,559
-6,832
| -39% | -$245K | 0.22% | 48 |
|
|
2020
Q3 | $414K | Sell |
17,391
-7,532
| -30% | -$179K | 0.3% | 40 |
|
|
2020
Q2 | $706K | Buy |
24,923
+266
| +1% | +$7.54K | 0.59% | 32 |
|
|
2020
Q1 | $660K | Hold |
24,657
| – | – | 0.68% | 31 |
|
|
2019
Q4 | $1M | Buy |
24,657
+6,832
| +38% | +$278K | 0.88% | 25 |
|
|
2019
Q3 | $657K | Hold |
17,825
| – | – | 0.72% | 28 |
|
|
2019
Q2 | $644K | Hold |
17,825
| – | – | 0.72% | 29 |
|
|
2019
Q1 | $582K | Hold |
17,825
| – | – | 0.73% | 27 |
|
|
2018
Q4 | $646K | Hold |
17,825
| – | – | 0.9% | 27 |
|
|
2018
Q3 | $691K | Sell |
17,825
-77
| -0.4% | -$2.99K | 0.52% | 39 |
|
|
2018
Q2 | $732K | Buy |
17,902
+250
| +1% | +$10.2K | 0.65% | 34 |
|
|
2018
Q1 | $740K | Hold |
17,652
| – | – | 0.8% | 30 |
|
|
2017
Q4 | $766K | Buy |
+17,652
| New | +$766K | 0.69% | 29 |
|