Columbia Asset Management Call Options Transactions in Q1 2025

Columbia Asset Management

  • $4.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
1.21M
+ 205.08%
$255.39 - $325.87 $309M - $394M
1.8M $484M
CLX
Clorox CO

Consumer Defensive
820K
New
$141.76 - $162.89 $116M - $134M
820K $121M
JPM
Jpmorgan Chase & CO

Financial Services
405K
+ 124.23%
$225.19 - $279.95 $91.2M - $113M
731K $179M
ABBV
Abb Vie Inc.

Healthcare
340K
+ 40.28%
$169.2 - $216.66 $57.5M - $73.7M
1.18M $248M
SHW
Sherwin Williams CO

Basic Materials
245K
+ 53.26%
$330.16 - $365.55 $80.9M - $89.6M
705K $246M
DTE
Dte Energy CO

Utilities
485K
+ 1616.67%
$117.6 - $138.27 $57M - $67.1M
515K $71.2M
AVGO
Broadcom Inc.

Technology
565K
+ 102.73%
$167.43 - $244.7 $94.6M - $138M
1.12M $187M
MMM
3 M CO

Industrials
375K
+ 174.42%
$129.7 - $155.12 $48.6M - $58.2M
590K $86.6M
GIS
General Mills Inc

Consumer Defensive
969K
New
$57.56 - $65.3 $55.8M - $63.3M
969K $57.9M
DUK
Duke Energy Corp

Utilities
345K
+ 140.82%
$105.87 - $121.97 $36.5M - $42.1M
590K $72M
CVS
Cvs Health Corp

Healthcare
180K
+ 54.71%
$44.22 - $68.64 $7.96M - $12.4M
509K $34.5M
TXN
Texas Instruments Inc

Technology
25K
+ 71.43%
N/A
60K $11.7M
HON
Honeywell International Inc

Industrials
15K
New
$202.75 - $226.52 $3.04M - $3.4M
15K $3.18M
CSCO
Cisco Systems, Inc.

Technology
50K
New
$58.74 - $64.87 $2.94M - $3.24M
50K $3.09M
T
At&T Inc.

Communication Services
50K
+ 44.64%
$21.56 - $28.28 $1.08M - $1.41M
162K $4.58M
SBUX
Starbucks Corp

Consumer Cyclical
-5K
- 1.42%
$91.75 - $115.81 $459K - $579K
346K $33.8M
TMUS
T Mobile Us, Inc.

Communication Services
-15K
- 12.0%
$211.3 - $272.83 $3.17M - $4.09M
110K $29.3M
LMT
Lockheed Martin Corp

Industrials
5K
+ 33.33%
$423.19 - $506.29 $2.12M - $2.53M
20K $8.93M
KR
Kroger CO

Consumer Defensive
-25K
- 5.67%
$58.36 - $67.72 $1.46M - $1.69M
416K $28.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-38K
- 9.13%
$56.12 - $68.15 $2.13M - $2.59M
378K $25.6M
AAPL
Apple Inc.

Technology
35K
+ 14.0%
$209.68 - $247.1 $7.34M - $8.65M
285K $63.3M
KSS
Kohls Corp

Consumer Cyclical
-16K
- 61.54%
$8.06 - $14.12 $129K - $226K
10K $84K
C
Citigroup Inc

Financial Services
-10K
- 9.52%
$67.23 - $84.63 $672K - $846K
95K $6.74M
BMY
Bristol Myers Squibb CO

Healthcare
-20K
- 18.18%
$53.9 - $63.11 $1.08M - $1.26M
90K $5.49M
MO
Altria Group, Inc.

Consumer Defensive
-45K
- 18.15%
$50.81 - $60.02 $2.29M - $2.7M
203K $12.2M
WELL
Welltower Inc.

Real Estate
-15K
- 27.27%
$124.05 - $156.86 $1.86M - $2.35M
40K $6.13M
KHC
Kraft Heinz CO

Consumer Defensive
-29K
- 8.81%
$28.51 - $32.22 $827K - $934K
300K $9.13M
VZ
Verizon Communications Inc

Communication Services
-45K
- 25.0%
$37.81 - $46.49 $1.7M - $2.09M
135K $6.12M
HPQ
Hp Inc

Technology
-10K
- 4.44%
$27.69 - $34.72 $277K - $347K
215K $5.95M
SWK
Stanley Black & Decker, Inc.

Industrials
20K
+ 2.2%
$76.43 - $90.41 $1.53M - $1.81M
929K $71.4M
QCOM
Qualcomm Inc

Technology
-25K
- 8.71%
$151.94 - $175.86 $3.8M - $4.4M
262K $40.2M
WDC
Western Digital Corp

Technology
-35K
- 26.92%
$40.43 - $72.03 $1.42M - $2.52M
95K $3.84M
MCD
Mcdonalds Corp

Consumer Cyclical
-85K
- 8.95%
$279.74 - $321.29 $23.8M - $27.3M
865K $270M
DFS
Discover Financial Services

Financial Services
-39K
- 41.49%
$152.99 - $203.25 $5.97M - $7.93M
55K $9.39M
LOW
Lowes Companies Inc

Consumer Cyclical
-20K
- 9.09%
$222.66 - $268.42 $4.45M - $5.37M
200K $46.6M
DIS
Walt Disney CO

Communication Services
-60K
- 37.5%
$96.87 - $114.0 $5.81M - $6.84M
100K $9.87M
PEP
Pepsico Inc

Consumer Defensive
-70K
- 51.09%
$142.64 - $156.42 $9.98M - $10.9M
67K $10M
BAC
Bank Of America Corp

Financial Services
-253K
- 91.01%
$39.61 - $47.74 $10M - $12.1M
25K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
-15K
- 4.73%
$347.25 - $424.87 $5.21M - $6.37M
302K $111M
BA
Boeing CO

Industrials
-135K
- 36.78%
$148.15 - $186.25 $20M - $25.1M
232K $39.6M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-55K
- 5.58%
$103.02 - $140.69 $5.67M - $7.74M
931K $98.3M
ORCL
Oracle Corp

Technology
-25K
- 2.46%
$139.81 - $186.47 $3.5M - $4.66M
990K $138M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-75K
- 46.88%
$497.6 - $606.74 $37.3M - $45.5M
85K $42.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-190K
- 33.04%
$442.66 - $534.52 $84.1M - $102M
385K $202M
GS
Goldman Sachs Group Inc

Financial Services
-1.49M
- 74.09%
$524.81 - $672.19 $782M - $1B
521K $285M
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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