Columbia Asset Management Purchases and Sells in Q3 2025

Columbia Asset Management

$529 Million
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	1.48K + 2.66%	$155.17 - $185.42 $229K - $274K	56.9K $10.6M
NVDA	1.66K + 4.99%	$153.3 - $186.58 $254K - $309K	34.8K $6.5M
PEP	4.26K + 16.67%	$133.81 - $152.16 $570K - $648K	29.8K $4.19M
BP	3.23K + 2.74%	$30.25 - $35.69 $97.6K - $115K	121K $4.17M
MDT	1.32K + 2.18%	$87.67 - $95.74 $115K - $126K	61.5K $5.86M
VXUS	6.07K + 21.92%	$68.24 - $73.73 $414K - $448K	33.8K $2.48M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	2.88K New	$237.77 - $353.61 $684K - $1.02M	2.88K $992K
CHDN	5.27K New	$95.3 - $113.75 $502K - $599K	5.27K $511K
BX	1.33K New	$152.77 - $188.68 $203K - $251K	1.33K $227K
MPC	1.1K New	$158.59 - $198.69 $174K - $219K	1.1K $212K
EQNR	8.64K New	$23.7 - $27.1 $205K - $234K	8.64K $210K
BIL	2.25K New	$91.44 - $91.77 $206K - $206K	2.25K $206K

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ERIE	-59 - 0.08%	$312.95 - $368.96 $18.5K - $21.8K	71.3K $22.7M
UPS	-5.24K - 12.21%	$82.58 - $105.54 $433K - $553K	37.7K $3.15M
V	-1K - 1.87%	$332.09 - $358.86 $333K - $360K	52.6K $17.9M
CMG	-11.8K - 59.41%	$38.58 - $58.24 $456K - $688K	8.07K $316K
SBUX	-1.2K - 1.38%	$81.9 - $96.86 $98.4K - $116K	86.1K $7.28M
DE	-515 - 5.76%	$457.26 - $524.37 $235K - $270K	8.42K $3.85M

Activity Summary All Purchases 50 New Holdings 6 Increased Positions 44 All Sells 80 Reductions 80 Sold out 0 Calls 0 Puts 0

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