JPMPWA
J.P. Morgan Private Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.41M | Buy |
+118,281
| New | +$8.41M | 0.02% | 401 |
|
|
2023
Q2 | – | Sell |
-159,458
| Closed | -$12M | – | 1552 |
|
|
2023
Q1 | $12M | Sell |
159,458
-8,414
| -5% | -$632K | 0.03% | 395 |
|
|
2022
Q4 | $13.2M | Buy |
167,872
+22,875
| +16% | +$1.8M | 0.03% | 374 |
|
|
2022
Q3 | $10.2M | Sell |
144,997
-11,494
| -7% | -$807K | 0.03% | 397 |
|
|
2022
Q2 | $12.5M | Sell |
156,491
-3,209
| -2% | -$257K | 0.03% | 361 |
|
|
2022
Q1 | $12.1M | Sell |
159,700
-43,888
| -22% | -$3.33M | 0.03% | 403 |
|
|
2021
Q4 | $17.4M | Sell |
203,588
-9,318
| -4% | -$795K | 0.04% | 345 |
|
|
2021
Q3 | $16.1M | Sell |
212,906
-44,584
| -17% | -$3.37M | 0.04% | 346 |
|
|
2021
Q2 | $20.9M | Sell |
257,490
-33,475
| -12% | -$2.72M | 0.05% | 299 |
|
|
2021
Q1 | $22.9M | Sell |
290,965
-50,780
| -15% | -$4M | 0.07% | 243 |
|
|
2020
Q4 | $29.2M | Sell |
341,745
-10,855
| -3% | -$928K | 0.09% | 206 |
|
|
2020
Q3 | $27.2M | Sell |
352,600
-257
| -0.1% | -$19.8K | 0.11% | 181 |
|
|
2020
Q2 | $25.9M | Buy |
352,857
+17,909
| +5% | +$1.31M | 0.12% | 168 |
|
|
2020
Q1 | $22.2M | Buy |
334,948
+45,761
| +16% | +$3.04M | 0.13% | 158 |
|
|
2019
Q4 | $19.9M | Sell |
289,187
-10,543
| -4% | -$726K | 0.09% | 198 |
|
|
2019
Q3 | $22M | Buy |
299,730
+13,730
| +5% | +$1.01M | 0.11% | 170 |
|
|
2019
Q2 | $20.5M | Sell |
286,000
-7,441
| -3% | -$533K | 0.11% | 180 |
|
|
2019
Q1 | $20.1M | Sell |
293,441
-22,815
| -7% | -$1.56M | 0.1% | 191 |
|
|
2018
Q4 | $18.8M | Sell |
316,256
-19,772
| -6% | -$1.18M | 0.11% | 178 |
|
|
2018
Q3 | $22.5M | Sell |
336,028
-14,632
| -4% | -$980K | 0.11% | 185 |
|
|
2018
Q2 | $22.7M | Sell |
350,660
-80,774
| -19% | -$5.24M | 0.13% | 169 |
|
|
2018
Q1 | $30.9M | Buy |
431,434
+58,516
| +16% | +$4.19M | 0.21% | 115 |
|
|
2017
Q4 | $28.1M | Buy |
372,918
+168
| +0% | +$12.7K | 0.19% | 128 |
|
|
2017
Q3 | $27.2M | Buy |
372,750
+8,274
| +2% | +$603K | 0.2% | 124 |
|
|
2017
Q2 | $27M | Sell |
364,476
-2,604
| -0.7% | -$193K | 0.21% | 117 |
|
|
2017
Q1 | $26.9M | Buy |
367,080
+4,212
| +1% | +$308K | 0.21% | 118 |
|
|
2016
Q4 | $23.7M | Sell |
362,868
-3,295
| -0.9% | -$216K | 0.21% | 112 |
|
|
2016
Q3 | $27.1M | Sell |
366,163
-2,859
| -0.8% | -$212K | 0.25% | 102 |
|
|
2016
Q2 | $27M | Sell |
369,022
-6,804
| -2% | -$498K | 0.26% | 99 |
|
|
2016
Q1 | $26.6M | Sell |
375,826
-26,856
| -7% | -$1.9M | 0.25% | 99 |
|
|
2015
Q4 | $26.8M | Sell |
402,682
-9,434
| -2% | -$629K | 0.28% | 98 |
|
|
2015
Q3 | $26.2M | Sell |
412,116
-1,716
| -0.4% | -$109K | 0.33% | 88 |
|
|
2015
Q2 | $27.1M | Buy |
413,832
+13,313
| +3% | +$871K | 0.31% | 92 |
|
|
2015
Q1 | $27.8M | Buy |
400,519
+6,170
| +2% | +$428K | 0.32% | 88 |
|
|
2014
Q4 | $27.3M | Buy |
394,349
+9,929
| +3% | +$687K | 0.33% | 83 |
|
|
2014
Q3 | $25.1M | Buy |
384,420
+12,312
| +3% | +$803K | 0.32% | 83 |
|
|
2014
Q2 | $25.4M | Buy |
372,108
+8,396
| +2% | +$572K | 0.43% | 70 |
|
|
2014
Q1 | $23.6M | Sell |
363,712
-1,509
| -0.4% | -$97.9K | 0.43% | 68 |
|
|
2013
Q4 | $23.8M | Buy |
365,221
+11,704
| +3% | +$763K | 0.48% | 62 |
|
|
2013
Q3 | $21M | Sell |
353,517
-11,150
| -3% | -$661K | 0.48% | 63 |
|
|
2013
Q2 | $20.9M | Buy |
+364,667
| New | +$20.9M | 0.52% | 57 |
|