AWM
Aevitas Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $807K | Buy |
10,239
+10
| +0.1% | +$788 | 0.48% | 49 |
|
|
2022
Q3 | $719K | Buy |
10,229
+13
| +0.1% | +$914 | 0.54% | 51 |
|
|
2022
Q2 | $819K | Buy |
10,216
+12
| +0.1% | +$962 | 0.55% | 50 |
|
|
2022
Q1 | $774K | Buy |
10,204
+12
| +0.1% | +$910 | 0.47% | 58 |
|
|
2021
Q4 | $870K | Buy |
10,192
+13
| +0.1% | +$1.11K | 0.52% | 56 |
|
|
2021
Q3 | $769K | Buy |
10,179
+11
| +0.1% | +$831 | 0.49% | 58 |
|
|
2021
Q2 | $827K | Buy |
10,168
+205
| +2% | +$16.7K | 0.53% | 54 |
|
|
2021
Q1 | $785K | Buy |
9,963
+81
| +0.8% | +$6.38K | 0.55% | 52 |
|
|
2020
Q4 | $845K | Buy |
9,882
+9
| +0.1% | +$770 | 0.62% | 44 |
|
|
2020
Q3 | $762K | Buy |
9,873
+7
| +0.1% | +$540 | 0.63% | 45 |
|
|
2020
Q2 | $723K | Buy |
9,866
+8
| +0.1% | +$586 | 0.67% | 42 |
|
|
2020
Q1 | $654K | Buy |
9,858
+6
| +0.1% | +$398 | 0.73% | 40 |
|
|
2019
Q4 | $678K | Buy |
9,852
+8
| +0.1% | +$551 | 0.64% | 44 |
|
|
2019
Q3 | $724K | Buy |
9,844
+7
| +0.1% | +$515 | 0.73% | 41 |
|
|
2019
Q2 | $705K | Buy |
9,837
+7
| +0.1% | +$502 | 0.71% | 43 |
|
|
2019
Q1 | $673K | Buy |
9,830
+257
| +3% | +$17.6K | 0.6% | 47 |
|
|
2018
Q4 | $570K | Sell |
9,573
-192
| -2% | -$11.4K | 0.58% | 49 |
|
|
2018
Q3 | $654K | Buy |
9,765
+7
| +0.1% | +$469 | 0.59% | 48 |
|
|
2018
Q2 | $632K | Buy |
9,758
+7
| +0.1% | +$453 | 0.62% | 50 |
|
|
2018
Q1 | $699K | Sell |
9,751
-507
| -5% | -$36.3K | 0.7% | 45 |
|
|
2017
Q4 | $774K | Buy |
+10,258
| New | +$774K | 0.73% | 44 |
|