CSWM
Cassady Schiller Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.18K | Buy |
46
+31
| +207% | +$2.82K | ﹤0.01% | 445 |
|
|
2024
Q3 | $1.56K | Hold |
15
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $1.46K | Hold |
15
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $1.35K | Buy |
+15
| New | +$1.35K | ﹤0.01% | 439 |
|
|
2023
Q2 | – | Sell |
-75
| Closed | -$5.64K | – | 471 |
|
|
2023
Q1 | $5.64K | Buy |
75
+41
| +121% | +$3.08K | ﹤0.01% | 354 |
|
|
2022
Q4 | $2.68K | Buy |
+34
| New | +$2.68K | ﹤0.01% | 402 |
|
|
2022
Q1 | – | Sell |
-91
| Closed | -$8K | – | 194 |
|
|
2021
Q4 | $8K | Buy |
+91
| New | +$8K | ﹤0.01% | 330 |
|