CWAG
Compton Wealth Advisory Group’s Colgate-Palmolive CL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,352
| Closed | -$214K | – | 87 |
|
2024
Q4 | $214K | Hold |
2,352
| – | – | 0.06% | 105 |
|
2024
Q3 | $244K | Hold |
2,352
| – | – | 0.06% | 101 |
|
2024
Q2 | $228K | Hold |
2,352
| – | – | 0.06% | 99 |
|
2024
Q1 | $212K | Buy |
+2,352
| New | +$212K | 0.06% | 102 |
|
2023
Q1 | – | Sell |
-2,584
| Closed | -$204K | – | 94 |
|
2022
Q4 | $204K | Buy |
+2,584
| New | +$204K | 0.08% | 94 |
|
2022
Q3 | – | Sell |
-3,296
| Closed | -$264K | – | 91 |
|
2022
Q2 | $264K | Sell |
3,296
-928
| -22% | -$74.3K | 0.11% | 90 |
|
2022
Q1 | $320K | Buy |
+4,224
| New | +$320K | 0.12% | 93 |
|