AE Wealth Management’s Church & Dwight Co CHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,262
| Closed | -$249K | – | 2168 |
|
|
2025
Q1 | $249K | Buy |
2,262
+97
| +4% | +$10.7K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $227K | Sell |
2,165
-30
| -1% | -$3.14K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $230K | Buy |
+2,195
| New | +$230K | ﹤0.01% | 1124 |
|
|
2024
Q1 | – | Sell |
-9,251
| Closed | -$917K | – | 1286 |
|
|
2023
Q4 | $917K | Buy |
9,251
+1,285
| +16% | +$127K | ﹤0.01% | 1189 |
|
|
2023
Q3 | $730K | Buy |
7,966
+409
| +5% | +$37.5K | ﹤0.01% | 1217 |
|
|
2023
Q2 | $757K | Sell |
7,557
-136
| -2% | -$13.6K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $680K | Buy |
7,693
+722
| +10% | +$63.8K | ﹤0.01% | 1206 |
|
|
2022
Q4 | $562K | Buy |
6,971
+346
| +5% | +$27.9K | ﹤0.01% | 1251 |
|
|
2022
Q3 | $473K | Buy |
6,625
+2,224
| +51% | +$159K | ﹤0.01% | 1288 |
|
|
2022
Q2 | $408K | Buy |
+4,401
| New | +$408K | ﹤0.01% | 1302 |
|
|
2021
Q3 | – | Sell |
-3,176
| Closed | -$271K | – | 1613 |
|
|
2021
Q2 | $271K | Sell |
3,176
-1,526
| -32% | -$130K | ﹤0.01% | 1384 |
|
|
2021
Q1 | $411K | Buy |
4,702
+1,219
| +35% | +$107K | ﹤0.01% | 1108 |
|
|
2020
Q4 | $304K | Buy |
3,483
+1,016
| +41% | +$88.7K | ﹤0.01% | 1140 |
|
|
2020
Q3 | $231K | Buy |
+2,467
| New | +$231K | ﹤0.01% | 1131 |
|