GWM
Guardian Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,643
| Closed | -$1.21M | – | 228 |
|
|
2023
Q2 | $1.21M | Buy |
15,643
+731
| +5% | +$56.3K | 1.1% | 39 |
|
|
2023
Q1 | $1.12M | Buy |
14,912
+1,442
| +11% | +$108K | 1.08% | 39 |
|
|
2022
Q4 | $1.06M | Sell |
13,470
-475
| -3% | -$37.4K | 1.04% | 39 |
|
|
2022
Q3 | $980K | Buy |
13,945
+542
| +4% | +$38.1K | 1.11% | 42 |
|
|
2022
Q2 | $1.07M | Buy |
13,403
+1,511
| +13% | +$121K | 1.16% | 40 |
|
|
2022
Q1 | $902K | Buy |
11,892
+778
| +7% | +$59K | 0.9% | 48 |
|
|
2021
Q4 | $948K | Buy |
+11,114
| New | +$948K | 0.91% | 47 |
|