Columbia Asset Management Purchases in Q1 2025

Columbia Asset Management

  • $4.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
3.88K
New
$243.19 - $288.14 $945K - $1.12M
3.88K $1.12M
VZ
Verizon Communications Inc

Communication Services
4.94K
+ 3.79%
$37.81 - $46.49 $187K - $229K
135K $6.14M
MDT
Medtronic PLC

Healthcare
2.46K
+ 4.58%
$79.84 - $94.5 $196K - $232K
56.1K $5.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.4K
New
$42.5 - $46.71 $611K - $672K
14.4K $651K
BP
Bp PLC

Energy
106
+ 0.09%
$29.93 - $35.31 $3.17K - $3.74K
115K $3.88M
TROW
Price T Rowe Group Inc

Financial Services
5.28K
+ 57.28%
$91.57 - $116.93 $483K - $617K
14.5K $1.33M
NEM
Newmont Corp

Basic Materials
5.87K
New
$37.79 - $48.39 $222K - $284K
5.87K $283K
AGI
Alamos Gold Inc

Basic Materials
8.7K
New
$18.69 - $26.74 $163K - $233K
8.7K $231K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.03K
New
$79.66 - $108.41 $162K - $220K
2.03K $220K
CTVA
Corteva, Inc.

Basic Materials
3.26K
New
$55.94 - $66.15 $182K - $215K
3.26K $204K
TJX
Tjx Companies Inc

Consumer Cyclical
1.16K
+ 14.17%
$112.81 - $126.16 $130K - $146K
9.31K $1.13M
IEFA
Ishares Tr

ETFs
915
+ 7.28%
$69.57 - $78.65 $63.7K - $72K
13.5K $1.03M
SCHW
Schwab Charles Corp

Financial Services
395
+ 1.55%
$71.24 - $83.64 $28.1K - $33K
26K $2.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
78
+ 0.27%
$58.01 - $64.46 $4.52K - $5.03K
28.7K $1.79M
GD
General Dynamics Corp

Industrials
72
+ 2.46%
$241.94 - $272.58 $17.4K - $19.6K
3K $817K
SJM
J M Smucker CO

Consumer Defensive
200
+ 9.72%
$100.41 - $118.41 $20.1K - $23.7K
2.26K $267K
MU
Micron Technology Inc

Technology
320
+ 6.87%
$86.89 - $109.38 $27.8K - $35K
4.98K $432K
CL
Colgate Palmolive CO

Consumer Defensive
170
+ 3.54%
$85.68 - $97.5 $14.6K - $16.6K
4.97K $465K
ASML
Asml Holding Nv

Technology
156
+ 6.31%
$662.63 - $776.99 $103K - $121K
2.63K $1.74M
VT
Vanguard Total World Stk Index

ETFs
140
+ 7.55%
$115.08 - $123.97 $16.1K - $17.4K
2K $231K
VIG
Vanguard Dividend Appreciation

ETFs
59
+ 0.28%
N/A
21K $3.83M
PSA
Public Storage

Real Estate
20
+ 0.4%
$288.99 - $313.98 $5.78K - $6.28K
4.99K $1.49M
Blackrock Inc
1.14K
New
N/A
1.14K $0
Atlanta Braves Hldgs Inc
19.8K
New
N/A
19.8K $0
Lam Research Corp
4.75K
New
N/A
4.75K $0
Siriusxm Holdings Inc
9.18K
New
N/A
9.18K $0
CMCSA
Comcast Corp

Communication Services
40
+ 0.31%
$33.19 - $38.23 $1.33K - $1.53K
12.9K $477K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.01%
$84.5 - $105.05 $84.5 - $105
8.96K $786K
PFE
Pfizer Inc

Healthcare
6.36K
+ 3.88%
$25.01 - $27.13 $159K - $172K
170K $4.31M
ITW
Illinois Tool Works Inc

Industrials
20
+ 0.23%
$244.9 - $274.48 $4.9K - $5.49K
8.9K $2.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.78K
+ 9.62%
$47.79 - $59.89 $84.8K - $106K
20.2K $1.02M
CLX
Clorox CO

Consumer Defensive
90
+ 1.18%
$141.76 - $162.89 $12.8K - $14.7K
7.69K $1.13M
ORCL
Oracle Corp

Technology
1.49K
+ 10.95%
$139.81 - $186.47 $208K - $278K
15.1K $2.11M
UPS
United Parcel Service Inc

Industrials
4.36K
+ 10.99%
$109.66 - $136.26 $478K - $594K
44K $4.84M
VB
Vanguard Small Cap ETF

ETFs
282
+ 2.22%
$217.89 - $252.64 $61.4K - $71.2K
13K $2.88M
VUG
Vanguard Growth ETF

ETFs
9
+ 0.14%
$369.1 - $427.61 $3.32K - $3.85K
6.31K $2.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
111
+ 0.78%
$551.42 - $612.93 $61.2K - $68K
14.4K $8.06M
NVDA
Nvidia Corp

Technology
285
+ 0.92%
$106.98 - $149.43 $30.5K - $42.6K
31.3K $3.4M
NKE
Nike, Inc.

Consumer Cyclical
1.52K
+ 1.82%
$63.29 - $81.72 $96.3K - $124K
84.9K $5.39M
Activity Summary
Buys All Purchases 40 New Holdings 10 Increased Positions 30 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 46 Puts 0
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