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WealthPLAN Partners’s Columbia Banking Systems COLB Stock Holding History

WealthPLAN Partners’s Portfolio COLB Stock Details COLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-456
Closed -$9.25K – 460
2023
Q2 		$9.25K Hold
456
– – ﹤0.01% 804
2023
Q1 		$9.77K Buy
+456
New +$12.7K ﹤0.01% 869

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State Street
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T. Rowe Price Investment Management
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Morgan Stanley
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Franklin Resources
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Massachusetts Financial Services
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Macquarie Group
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Dimensional Fund Advisors
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Wellington Management Group
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