HWA
HCR Wealth Advisors’s Church & Dwight Co CHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
11,187
-563
| -5% | -$54.1K | 0.13% | 98 |
|
|
2025
Q1 | $1.29M | Sell |
11,750
-4
| -0% | -$440 | 0.17% | 85 |
|
|
2024
Q4 | $1.23M | Buy |
11,754
+106
| +0.9% | +$11.1K | 0.15% | 90 |
|
|
2024
Q3 | $1.22M | Buy |
11,648
+32
| +0.3% | +$3.35K | 0.16% | 94 |
|
|
2024
Q2 | $1.2M | Buy |
11,616
+404
| +4% | +$41.9K | 0.17% | 83 |
|
|
2024
Q1 | $1.17M | Buy |
11,212
+1
| +0% | +$104 | 0.18% | 83 |
|
|
2023
Q4 | $1.06M | Buy |
11,211
+487
| +5% | +$46.1K | 0.17% | 85 |
|
|
2023
Q3 | $983K | Sell |
10,724
-2,276
| -18% | -$209K | 0.22% | 78 |
|
|
2023
Q2 | $1.3M | Buy |
13,000
+2,860
| +28% | +$287K | 0.24% | 74 |
|
|
2023
Q1 | $896K | Buy |
10,140
+155
| +2% | +$13.7K | 0.18% | 83 |
|
|
2022
Q4 | $805K | Sell |
9,985
-582
| -6% | -$46.9K | 0.17% | 87 |
|
|
2022
Q3 | $755K | Sell |
10,567
-418
| -4% | -$29.9K | 0.16% | 91 |
|
|
2022
Q2 | $1.02M | Sell |
10,985
-67
| -0.6% | -$6.21K | 0.2% | 79 |
|
|
2022
Q1 | $1.1M | Sell |
11,052
-13
| -0.1% | -$1.29K | 0.18% | 91 |
|
|
2021
Q4 | $1.13M | Sell |
11,065
-706
| -6% | -$72.4K | 0.18% | 99 |
|
|
2021
Q3 | $972K | Sell |
11,771
-30
| -0.3% | -$2.48K | 0.16% | 105 |
|
|
2021
Q2 | $1.01M | Sell |
11,801
-2
| -0% | -$170 | 0.17% | 98 |
|
|
2021
Q1 | $1.03M | Sell |
11,803
-2,972
| -20% | -$260K | 0.2% | 93 |
|
|
2020
Q4 | $1.29M | Buy |
14,775
+153
| +1% | +$13.3K | 0.27% | 76 |
|
|
2020
Q3 | $1.37M | Sell |
14,622
-92
| -0.6% | -$8.61K | 0.31% | 63 |
|
|
2020
Q2 | $1.15M | Buy |
14,714
+252
| +2% | +$19.6K | 0.27% | 65 |
|
|
2020
Q1 | $928K | Buy |
14,462
+17
| +0.1% | +$1.09K | 0.27% | 66 |
|
|
2019
Q4 | $1.02M | Buy |
14,445
+918
| +7% | +$64.6K | 0.25% | 73 |
|
|
2019
Q3 | $1.02M | Buy |
13,527
+1,187
| +10% | +$89.3K | 0.34% | 65 |
|
|
2019
Q2 | $902K | Buy |
12,340
+105
| +0.9% | +$7.68K | 0.26% | 76 |
|
|
2019
Q1 | $871K | Sell |
12,235
-150
| -1% | -$10.7K | 0.25% | 77 |
|
|
2018
Q4 | $814K | Buy |
12,385
+170
| +1% | +$11.2K | 0.26% | 76 |
|
|
2018
Q3 | $726K | Hold |
12,215
| – | – | 0.24% | 85 |
|
|
2018
Q2 | $649K | Hold |
12,215
| – | – | 0.21% | 92 |
|
|
2018
Q1 | $615K | Sell |
12,215
-600
| -5% | -$30.2K | 0.21% | 99 |
|
|
2017
Q4 | $643K | Sell |
12,815
-216
| -2% | -$10.8K | 0.22% | 89 |
|
|
2017
Q3 | $631K | Hold |
13,031
| – | – | 0.27% | 87 |
|
|
2017
Q2 | $676K | Hold |
13,031
| – | – | 0.33% | 72 |
|
|
2017
Q1 | $650K | Sell |
13,031
-582
| -4% | -$29K | 0.33% | 75 |
|
|
2016
Q4 | $602K | Buy |
+13,613
| New | +$602K | 0.32% | 73 |
|