MGWM
Marks Group Wealth Management’s Columbia Sportswear COLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-78,114
| Closed | -$5.79M | – | 292 |
|
|
2023
Q3 | $5.79M | Buy |
78,114
+1,500
| +2% | +$111K | 0.72% | 62 |
|
|
2023
Q2 | $5.92M | Buy |
76,614
+2,963
| +4% | +$229K | 0.7% | 63 |
|
|
2023
Q1 | $6.65M | Sell |
73,651
-120
| -0.2% | -$10.8K | 0.85% | 42 |
|
|
2022
Q4 | $6.46M | Sell |
73,771
-1,861
| -2% | -$163K | 0.88% | 37 |
|
|
2022
Q3 | $5.09M | Buy |
75,632
+1,058
| +1% | +$71.2K | 0.77% | 55 |
|
|
2022
Q2 | $5.34M | Buy |
74,574
+11,360
| +18% | +$813K | 0.77% | 61 |
|
|
2022
Q1 | $5.72M | Buy |
63,214
+5,736
| +10% | +$519K | 0.72% | 60 |
|
|
2021
Q4 | $5.6M | Buy |
57,478
+1,451
| +3% | +$141K | 0.68% | 62 |
|
|
2021
Q3 | $5.39M | Buy |
56,027
+216
| +0.4% | +$20.8K | 0.73% | 58 |
|
|
2021
Q2 | $5.5M | Sell |
55,811
-644
| -1% | -$63.4K | 0.75% | 59 |
|
|
2021
Q1 | $5.96M | Buy |
56,455
+1,090
| +2% | +$115K | 0.88% | 26 |
|
|
2020
Q4 | $4.84M | Buy |
55,365
+9
| +0% | +$786 | 0.75% | 56 |
|
|
2020
Q3 | $4.81M | Sell |
55,356
-825
| -1% | -$71.7K | 0.87% | 33 |
|
|
2020
Q2 | $4.52M | Buy |
56,181
+3,807
| +7% | +$307K | 0.92% | 23 |
|
|
2020
Q1 | $3.65M | Buy |
52,374
+7,733
| +17% | +$538K | 0.94% | 45 |
|
|
2019
Q4 | $4.47M | Buy |
+44,641
| New | +$4.47M | 0.88% | 45 |
|