JWCA
J.W. Coons Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
5,502
| – | – | 0.11% | 154 |
|
|
2025
Q1 | $516K | Buy |
5,502
+376
| +7% | +$35.2K | 0.14% | 140 |
|
|
2024
Q4 | $466K | Hold |
5,126
| – | – | 0.12% | 150 |
|
|
2024
Q3 | $532K | Hold |
5,126
| – | – | 0.13% | 143 |
|
|
2024
Q2 | $497K | Hold |
5,126
| – | – | 0.12% | 144 |
|
|
2024
Q1 | $462K | Hold |
5,126
| – | – | 0.1% | 153 |
|
|
2023
Q4 | $409K | Hold |
5,126
| – | – | 0.11% | 157 |
|
|
2023
Q3 | $365K | Sell |
5,126
-1,300
| -20% | -$92.4K | 0.11% | 165 |
|
|
2023
Q2 | $495K | Hold |
6,426
| – | – | 0.14% | 140 |
|
|
2023
Q1 | $483K | Hold |
6,426
| – | – | 0.14% | 144 |
|
|
2022
Q4 | $506K | Buy |
6,426
+1,000
| +18% | +$78.8K | 0.15% | 135 |
|
|
2022
Q3 | $381K | Buy |
5,426
+1,000
| +23% | +$70.2K | 0.14% | 150 |
|
|
2022
Q2 | $354K | Hold |
4,426
| – | – | 0.13% | 168 |
|
|
2022
Q1 | $337K | Buy |
4,426
+1,000
| +29% | +$76.1K | 0.1% | 189 |
|
|
2021
Q4 | $293K | Hold |
3,426
| – | – | 0.09% | 194 |
|
|
2021
Q3 | $259K | Hold |
3,426
| – | – | 0.09% | 200 |
|
|
2021
Q2 | $278K | Sell |
3,426
-200
| -6% | -$16.2K | 0.1% | 181 |
|
|
2021
Q1 | $287K | Sell |
3,626
-60
| -2% | -$4.75K | 0.1% | 177 |
|
|
2020
Q4 | $316K | Sell |
3,686
-1,850
| -33% | -$159K | 0.12% | 162 |
|
|
2020
Q3 | $425K | Buy |
5,536
+1,910
| +53% | +$147K | 0.18% | 132 |
|
|
2020
Q2 | $266K | Sell |
3,626
-200
| -5% | -$14.7K | 0.12% | 159 |
|
|
2020
Q1 | $253K | Buy |
+3,826
| New | +$253K | 0.13% | 156 |
|