JWM
Janiczek Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $307K | Buy |
3,159
+2,408
| +321% | +$234K | 0.06% | 127 |
|
|
2024
Q1 | $67.6K | Buy |
751
+32
| +4% | +$2.88K | 0.01% | 365 |
|
|
2023
Q4 | $57.3K | Sell |
719
-1,135
| -61% | -$90.5K | 0.01% | 369 |
|
|
2023
Q3 | $132K | Buy |
1,854
+945
| +104% | +$67.2K | 0.03% | 205 |
|
|
2023
Q2 | $70K | Buy |
909
+62
| +7% | +$4.78K | 0.02% | 272 |
|
|
2023
Q1 | $64K | Sell |
847
-66
| -7% | -$4.99K | 0.02% | 279 |
|
|
2022
Q4 | $70.2K | Buy |
913
+162
| +22% | +$12.4K | 0.02% | 269 |
|
|
2022
Q3 | $51K | Sell |
751
-72
| -9% | -$4.89K | 0.02% | 299 |
|
|
2022
Q2 | $65K | Buy |
823
+316
| +62% | +$25K | 0.02% | 266 |
|
|
2022
Q1 | $38K | Sell |
507
-1,053
| -68% | -$78.9K | 0.01% | 346 |
|
|
2021
Q4 | $133K | Sell |
1,560
-31
| -2% | -$2.64K | 0.04% | 151 |
|
|
2021
Q3 | $120K | Sell |
1,591
-956
| -38% | -$72.1K | 0.04% | 151 |
|
|
2021
Q2 | $207K | Buy |
2,547
+1,349
| +113% | +$110K | 0.08% | 80 |
|
|
2021
Q1 | $94K | Buy |
1,198
+322
| +37% | +$25.3K | 0.04% | 146 |
|
|
2020
Q4 | $75K | Buy |
876
+807
| +1,170% | +$69.1K | 0.04% | 137 |
|
|
2020
Q3 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 329 |
|
|
2019
Q3 | – | Sell |
-160
| Closed | -$11K | – | 168 |
|
|
2019
Q2 | $11K | Buy |
+160
| New | +$11K | 0.01% | 136 |
|