GWS
Glassman Wealth Services’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,197
| Closed | -$1.53M | – | 528 |
|
|
2023
Q4 | $1.53M | Sell |
19,197
-31
| -0.2% | -$2.47K | 0.22% | 35 |
|
|
2023
Q3 | $1.37M | Buy |
19,228
+29
| +0.2% | +$2.06K | 0.22% | 33 |
|
|
2023
Q2 | $1.48M | Sell |
19,199
-85
| -0.4% | -$6.55K | 0.24% | 31 |
|
|
2023
Q1 | $1.45M | Sell |
19,284
-15
| -0.1% | -$1.13K | 0.25% | 28 |
|
|
2022
Q4 | $1.52M | Sell |
19,299
-210
| -1% | -$16.5K | 0.28% | 31 |
|
|
2022
Q3 | $1.37M | Buy |
19,509
+83
| +0.4% | +$5.83K | 0.29% | 31 |
|
|
2022
Q2 | $1.56M | Buy |
19,426
+541
| +3% | +$43.4K | 0.32% | 30 |
|
|
2022
Q1 | $1.43M | Buy |
18,885
+86
| +0.5% | +$6.52K | 0.26% | 31 |
|
|
2021
Q4 | $1.6M | Buy |
18,799
+255
| +1% | +$21.8K | 0.29% | 29 |
|
|
2021
Q3 | $1.4M | Buy |
18,544
+25
| +0.1% | +$1.89K | 0.3% | 30 |
|
|
2021
Q2 | $1.51M | Sell |
18,519
-344
| -2% | -$28K | 0.32% | 28 |
|
|
2021
Q1 | $1.49M | Sell |
18,863
-212
| -1% | -$16.7K | 0.32% | 29 |
|
|
2020
Q4 | $1.63M | Buy |
19,075
+47
| +0.2% | +$4.02K | 0.38% | 26 |
|
|
2020
Q3 | $1.47M | Buy |
19,028
+279
| +1% | +$21.5K | 0.4% | 25 |
|
|
2020
Q2 | $1.37M | Sell |
18,749
-27
| -0.1% | -$1.98K | 0.43% | 24 |
|
|
2020
Q1 | $1.25M | Buy |
18,776
+35
| +0.2% | +$2.32K | 0.48% | 23 |
|
|
2019
Q4 | $1.29M | Buy |
18,741
+167
| +0.9% | +$11.5K | 0.49% | 25 |
|
|
2019
Q3 | $1.37M | Buy |
18,574
+20
| +0.1% | +$1.47K | 0.55% | 22 |
|
|
2019
Q2 | $1.33M | Sell |
18,554
-64
| -0.3% | -$4.59K | 0.54% | 25 |
|
|
2019
Q1 | $1.28M | Buy |
18,618
+123
| +0.7% | +$8.43K | 0.56% | 25 |
|
|
2018
Q4 | $1.1M | Buy |
18,495
+5
| +0% | +$298 | 0.59% | 25 |
|
|
2018
Q3 | $1.24M | Hold |
18,490
| – | – | 0.57% | 24 |
|
|
2018
Q2 | $1.2M | Sell |
18,490
-79
| -0.4% | -$5.12K | 0.6% | 20 |
|
|
2018
Q1 | $1.33M | Buy |
18,569
+24
| +0.1% | +$1.72K | 0.82% | 16 |
|
|
2017
Q4 | $1.4M | Buy |
18,545
+4
| +0% | +$302 | 0.85% | 15 |
|
|
2017
Q3 | $1.35M | Sell |
18,541
-80
| -0.4% | -$5.83K | 0.88% | 14 |
|
|
2017
Q2 | $1.38M | Sell |
18,621
-72
| -0.4% | -$5.34K | 0.91% | 14 |
|
|
2017
Q1 | $1.37M | Buy |
18,693
+303
| +2% | +$22.2K | 0.95% | 14 |
|
|
2016
Q4 | $1.2M | Buy |
18,390
+200
| +1% | +$13.1K | 0.85% | 14 |
|
|
2016
Q3 | $1.35M | Sell |
18,190
-1,974
| -10% | -$146K | 1.13% | 11 |
|
|
2016
Q2 | $1.48M | Buy |
20,164
+1,774
| +10% | +$130K | 1.26% | 7 |
|
|
2016
Q1 | $1.3M | Hold |
18,390
| – | – | 1.18% | 10 |
|
|
2015
Q4 | $1.23M | Hold |
18,390
| – | – | 1.11% | 15 |
|
|
2015
Q3 | $1.17M | Hold |
18,390
| – | – | 1.05% | 15 |
|
|
2015
Q2 | $1.2M | Hold |
18,390
| – | – | 0.97% | 12 |
|
|
2015
Q1 | $1.28M | Hold |
18,390
| – | – | 1.02% | 12 |
|
|
2014
Q4 | $1.27M | Buy |
+18,390
| New | +$1.27M | 0.92% | 12 |
|