AA
Apriem Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,536
| Closed | -$246K | – | 176 |
|
|
2024
Q2 | $246K | Buy |
2,536
+36
| +1% | +$3.49K | 0.03% | 153 |
|
|
2024
Q1 | $225K | Buy |
+2,500
| New | +$225K | 0.03% | 157 |
|
|
2023
Q2 | – | Sell |
-5,400
| Closed | -$406K | – | 147 |
|
|
2023
Q1 | $406K | Buy |
+5,400
| New | +$406K | 0.06% | 104 |
|
|
2017
Q2 | – | Sell |
-89
| Closed | -$7K | – | 203 |
|
|
2017
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 442 |
|
|
2016
Q4 | $6K | Sell |
89
-31
| -26% | -$2.09K | ﹤0.01% | 475 |
|
|
2016
Q3 | $9K | Buy |
120
+71
| +145% | +$5.33K | ﹤0.01% | 412 |
|
|
2016
Q2 | $4K | Sell |
49
-73
| -60% | -$5.96K | ﹤0.01% | 485 |
|
|
2016
Q1 | $9K | Buy |
+122
| New | +$9K | ﹤0.01% | 390 |
|
|
2014
Q3 | – | Sell |
-8,000
| Closed | -$545K | – | 534 |
|
|
2014
Q2 | $545K | Hold |
8,000
| – | – | 0.21% | 78 |
|
|
2014
Q1 | $519K | Hold |
8,000
| – | – | 0.2% | 80 |
|
|
2013
Q4 | $522K | Hold |
8,000
| – | – | 0.2% | 75 |
|
|
2013
Q3 | $474K | Hold |
8,000
| – | – | 0.21% | 74 |
|
|
2013
Q2 | $458K | Buy |
+8,000
| New | +$458K | 0.22% | 72 |
|