HWA
Heartwood Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
4,626
| – | – | 0.04% | 117 |
|
|
2025
Q1 | $433K | Hold |
4,626
| – | – | 0.05% | 108 |
|
|
2024
Q4 | $421K | Hold |
4,626
| – | – | 0.05% | 101 |
|
|
2024
Q3 | $480K | Hold |
4,626
| – | – | 0.05% | 96 |
|
|
2024
Q2 | $449K | Hold |
4,626
| – | – | 0.05% | 103 |
|
|
2024
Q1 | $417K | Hold |
4,626
| – | – | 0.05% | 96 |
|
|
2023
Q4 | $369K | Buy |
4,626
+1,208
| +35% | +$96.3K | 0.05% | 98 |
|
|
2023
Q3 | $243K | Sell |
3,418
-1,208
| -26% | -$85.9K | 0.04% | 117 |
|
|
2023
Q2 | $356K | Hold |
4,626
| – | – | 0.05% | 99 |
|
|
2023
Q1 | $348K | Hold |
4,626
| – | – | 0.05% | 94 |
|
|
2022
Q4 | $364K | Buy |
4,626
+10
| +0.2% | +$788 | 0.06% | 92 |
|
|
2022
Q3 | $324K | Sell |
4,616
-20
| -0.4% | -$1.4K | 0.06% | 88 |
|
|
2022
Q2 | $372K | Sell |
4,636
-2,000
| -30% | -$160K | 0.06% | 86 |
|
|
2022
Q1 | $503K | Buy |
6,636
+3,991
| +151% | +$303K | 0.07% | 74 |
|
|
2021
Q4 | $226K | Buy |
+2,645
| New | +$226K | 0.03% | 97 |
|
|
2021
Q3 | – | Sell |
-2,616
| Closed | -$213K | – | 99 |
|
|
2021
Q2 | $213K | Hold |
2,616
| – | – | 0.03% | 91 |
|
|
2021
Q1 | $206K | Hold |
2,616
| – | – | 0.03% | 81 |
|
|
2020
Q4 | $224K | Hold |
2,616
| – | – | 0.04% | 77 |
|
|
2020
Q3 | $202K | Buy |
+2,616
| New | +$202K | 0.04% | 75 |
|