Columbia Trust CO 01012016 Purchases and Sells in Q4 2023

Columbia Trust CO 01012016

$220 Million
Q4 2023

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	51.5K + 150.06%	$93.11 - $109.52 $4.8M - $5.64M	85.8K $9.29M
IEFA	62.1K + 153.98%	$61.3 - $70.47 $3.81M - $4.38M	102K $7.21M
IVV	7.36K + 174.12%	$412.55 - $479.0 $3.04M - $3.53M	11.6K $5.53M
EMXC	40.3K + 43.01%	$47.86 - $55.5 $1.93M - $2.24M	134K $7.42M
MSFT	1.97K + 6.06%	$313.39 - $382.7 $617K - $753K	34.5K $13M
AAPL	4.26K + 7.37%	$166.89 - $198.11 $710K - $843K	62K $11.9M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGD	6.43K New	$65.9 - $75.7 $424K - $487K	6.43K $486K
ABBV	1.89K New	$137.6 - $154.97 $260K - $292K	1.89K $292K
QCOM	1.73K New	$104.78 - $145.86 $182K - $253K	1.73K $250K
AMT	1.16K New	$157.68 - $217.16 $182K - $251K	1.16K $249K
CME	1.19K New	$200.15 - $220.06 $238K - $261K	1.19K $249K
ESGE	7.69K New	$29.26 - $32.06 $225K - $246K	7.69K $246K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR	-53.6K - 44.31%	$49.7 - $50.52 $2.66M - $2.71M	67.4K $3.4M
GOVT	-124K - 52.35%	$21.6 - $23.13 $2.69M - $2.88M	113K $2.61M
XOM	-286 - 2.98%	$98.05 - $115.83 $28K - $33.1K	9.31K $930K
SPY	-575 - 31.49%	$410.68 - $476.69 $236K - $274K	1.25K $594K
PFE	-875 - 11.01%	$26.13 - $33.94 $22.9K - $29.7K	7.07K $203K
PYPL	-1.21K - 23.55%	$50.39 - $63.08 $60.8K - $76.1K	3.92K $240K

Activity Summary All Purchases 118 New Holdings 18 Increased Positions 100 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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