AWA
Aaron Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
12,908
-604
| -4% | -$54.9K | 0.12% | 118 |
|
|
2025
Q1 | $1.27M | Buy |
13,512
+1,495
| +12% | +$140K | 0.15% | 102 |
|
|
2024
Q4 | $1.09M | Buy |
12,017
+563
| +5% | +$51.2K | 0.13% | 109 |
|
|
2024
Q3 | $1.19M | Buy |
11,454
+1,796
| +19% | +$186K | 0.14% | 97 |
|
|
2024
Q2 | $937K | Buy |
9,658
+422
| +5% | +$41K | 0.13% | 104 |
|
|
2024
Q1 | $832K | Buy |
9,236
+524
| +6% | +$47.2K | 0.12% | 107 |
|
|
2023
Q4 | $694K | Buy |
8,712
+365
| +4% | +$29.1K | 0.12% | 109 |
|
|
2023
Q3 | $594K | Sell |
8,347
-20,278
| -71% | -$1.44M | 0.08% | 132 |
|
|
2023
Q2 | $2.21M | Buy |
28,625
+10,342
| +57% | +$797K | 0.29% | 57 |
|
|
2023
Q1 | $1.37M | Sell |
18,283
-10,193
| -36% | -$766K | 0.19% | 83 |
|
|
2022
Q4 | $2.24M | Buy |
28,476
+517
| +2% | +$40.7K | 0.33% | 56 |
|
|
2022
Q3 | $1.96M | Buy |
27,959
+20,765
| +289% | +$1.46M | 0.36% | 51 |
|
|
2022
Q2 | $576K | Sell |
7,194
-536,734
| -99% | -$43M | 0.14% | 95 |
|
|
2022
Q1 | $7.17M | Buy |
543,928
+536,794
| +7,524% | +$7.08M | 0.1% | 99 |
|
|
2021
Q4 | $608K | Sell |
7,134
-7
| -0.1% | -$597 | 0.17% | 83 |
|
|
2021
Q3 | $539K | Buy |
7,141
+4
| +0.1% | +$302 | 0.15% | 81 |
|
|
2021
Q2 | $580K | Hold |
7,137
| – | – | 0.19% | 79 |
|
|
2021
Q1 | $562K | Sell |
7,137
-386
| -5% | -$30.4K | 0.21% | 76 |
|
|
2020
Q4 | $643K | Buy |
+7,523
| New | +$643K | 0.24% | 58 |
|