AWM
Avior Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-737
| Closed | -$67K | – | 1032 |
|
|
2024
Q4 | $67K | Sell |
737
-14
| -2% | -$1.27K | ﹤0.01% | 1042 |
|
|
2024
Q3 | $78K | Buy |
751
+21
| +3% | +$2.18K | ﹤0.01% | 958 |
|
|
2024
Q2 | $70.8K | Sell |
730
-1,935
| -73% | -$188K | ﹤0.01% | 975 |
|
|
2024
Q1 | $240K | Buy |
2,665
+1,993
| +297% | +$179K | 0.01% | 658 |
|
|
2023
Q4 | $53.6K | Sell |
672
-222
| -25% | -$17.7K | ﹤0.01% | 717 |
|
|
2023
Q3 | $63.6K | Sell |
894
-23
| -3% | -$1.64K | ﹤0.01% | 715 |
|
|
2023
Q2 | $70.6K | Hold |
917
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $68.9K | Buy |
917
+575
| +168% | +$43.2K | ﹤0.01% | 705 |
|
|
2022
Q4 | $26.9K | Hold |
342
| – | – | ﹤0.01% | 716 |
|
|
2022
Q3 | $24K | Hold |
342
| – | – | ﹤0.01% | 712 |
|
|
2022
Q2 | $27K | Hold |
342
| – | – | ﹤0.01% | 640 |
|
|
2022
Q1 | $25K | Sell |
342
-6,720
| -95% | -$491K | ﹤0.01% | 682 |
|
|
2021
Q4 | $601K | Buy |
7,062
+100
| +1% | +$8.51K | 0.05% | 290 |
|
|
2021
Q3 | $525K | Buy |
6,962
+3
| +0% | +$226 | 0.04% | 306 |
|
|
2021
Q2 | $565K | Sell |
6,959
-972
| -12% | -$78.9K | 0.06% | 278 |
|
|
2021
Q1 | $624K | Sell |
7,931
-221
| -3% | -$17.4K | 0.07% | 254 |
|
|
2020
Q4 | $696K | Buy |
8,152
+180
| +2% | +$15.4K | 0.09% | 198 |
|
|
2020
Q3 | $614K | Buy |
7,972
+1,139
| +17% | +$87.7K | 0.09% | 197 |
|
|
2020
Q2 | $500K | Sell |
6,833
-50
| -0.7% | -$3.66K | 0.08% | 235 |
|
|
2020
Q1 | $456K | Sell |
6,883
-39
| -0.6% | -$2.58K | 0.09% | 209 |
|
|
2019
Q4 | $476K | Buy |
6,922
+139
| +2% | +$9.56K | 0.08% | 233 |
|
|
2019
Q3 | $498K | Hold |
6,783
| – | – | 0.09% | 218 |
|
|
2019
Q2 | $486K | Buy |
6,783
+22
| +0.3% | +$1.58K | 0.09% | 212 |
|
|
2019
Q1 | $462K | Hold |
6,761
| – | – | 0.1% | 207 |
|
|
2018
Q4 | $402K | Hold |
6,761
| – | – | 0.1% | 202 |
|
|
2018
Q3 | $453K | Hold |
6,761
| – | – | 0.1% | 198 |
|
|
2018
Q2 | $438K | Buy |
6,761
+5,085
| +303% | +$329K | 0.1% | 190 |
|
|
2018
Q1 | $120K | Buy |
1,676
+1,446
| +629% | +$104K | 0.03% | 419 |
|
|
2017
Q4 | $17K | Buy |
230
+13
| +6% | +$961 | ﹤0.01% | 558 |
|
|
2017
Q3 | $16K | Hold |
217
| – | – | 0.01% | 294 |
|
|
2017
Q2 | $16K | Hold |
217
| – | – | 0.01% | 274 |
|
|
2017
Q1 | $16K | Hold |
217
| – | – | 0.01% | 314 |
|
|
2016
Q4 | $14K | Hold |
217
| – | – | 0.01% | 310 |
|
|
2016
Q3 | $16K | Hold |
217
| – | – | 0.01% | 313 |
|
|
2016
Q2 | $16K | Hold |
217
| – | – | 0.01% | 300 |
|
|
2016
Q1 | $15K | Hold |
217
| – | – | 0.01% | 314 |
|
|
2015
Q4 | $14K | Hold |
217
| – | – | 0.01% | 287 |
|
|
2015
Q3 | $14K | Hold |
217
| – | – | 0.01% | 262 |
|
|
2015
Q2 | $14K | Hold |
217
| – | – | 0.01% | 241 |
|
|
2015
Q1 | $15K | Hold |
217
| – | – | 0.01% | 222 |
|
|
2014
Q4 | $15K | Hold |
217
| – | – | 0.01% | 203 |
|
|
2014
Q3 | $14K | Hold |
217
| – | – | 0.01% | 212 |
|
|
2014
Q2 | $15K | Hold |
217
| – | – | 0.01% | 211 |
|
|
2014
Q1 | $14K | Buy |
+217
| New | +$14K | 0.01% | 210 |
|