Venturi Wealth Management’s Columbia Sportswear COLM Stock Holding History

Venturi Wealth Management’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-173	Closed	-$14.5K	–	825
2024 Q4	$14.5K	Sell	173 -35	-17%	-$2.93K	﹤0.01%	1340
2024 Q3	$17.3K	Sell	208 -63	-23%	-$5.06K	﹤0.01%	1055
2024 Q2	$21.4K	Sell	271 -38	-12%	-$3.07K	﹤0.01%	926
2024 Q1	$25.1K	Sell	309 -142	-31%	-$11.3K	﹤0.01%	673
2023 Q4	$35.9K	Buy	451 +195	+76%	+$14.9K	﹤0.01%	555
2023 Q3	$19K	Buy	+256	New	+$19K	﹤0.01%	641

Other funds holding COLM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Venturi Wealth Management's COLM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Columbia Sportswear (COLM) in Q1 2025, closing a stake of 173 shares — an estimated $14.5K sold.

Venturi Wealth Management first reported a position in COLM in Q3 2023 and held it in 6 quarters. The position peaked at $35.9K in Q4 2023. 309 funds tracked by Wall St. Rank hold COLM as of Q1 2025.

Venturi Wealth Management reported no remaining Columbia Sportswear position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 173 Columbia Sportswear shares in Q1 2025, an estimated $14.5K.
Venturi Wealth Management first reported a position in Columbia Sportswear in Q3 2023 and held it in 6 quarters.
Venturi Wealth Management's Columbia Sportswear position peaked at $35.9K in Q4 2023.
309 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.