HPWM
Highland Private Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,340
| Closed | -$234K | – | 32 |
|
|
2022
Q3 | $234K | Buy |
3,340
+75
| +2% | +$5.25K | 0.04% | 163 |
|
|
2022
Q2 | $261K | Buy |
3,265
+119
| +4% | +$9.51K | 0.04% | 145 |
|
|
2022
Q1 | $239K | Buy |
3,146
+40
| +1% | +$3.04K | 0.03% | 164 |
|
|
2021
Q4 | $265K | Sell |
3,106
-2,339
| -43% | -$200K | 0.03% | 154 |
|
|
2021
Q3 | $412K | Buy |
5,445
+2,478
| +84% | +$188K | 0.06% | 109 |
|
|
2021
Q2 | $241K | Buy |
2,967
+21
| +0.7% | +$1.71K | 0.04% | 153 |
|
|
2021
Q1 | $232K | Sell |
2,946
-82
| -3% | -$6.46K | 0.04% | 143 |
|
|
2020
Q4 | $259K | Buy |
3,028
+50
| +2% | +$4.28K | 0.04% | 122 |
|
|
2020
Q3 | $229K | Sell |
2,978
-123
| -4% | -$9.46K | 0.05% | 118 |
|
|
2020
Q2 | $228K | Buy |
+3,101
| New | +$228K | 0.05% | 117 |
|
|
2018
Q1 | – | Sell |
-2,560
| Closed | -$193K | – | 114 |
|
|
2017
Q4 | $193K | Buy |
+2,560
| New | +$193K | 0.08% | 95 |
|
|
2016
Q4 | – | Sell |
-3,051
| Closed | -$226K | – | 82 |
|
|
2016
Q3 | $226K | Buy |
3,051
+191
| +7% | +$14.1K | 0.12% | 65 |
|
|
2016
Q2 | $209K | Buy |
2,860
+14
| +0.5% | +$1.02K | 0.12% | 69 |
|
|
2016
Q1 | $200K | Buy |
+2,846
| New | +$200K | 0.12% | 69 |
|