JWM
JGP Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-54,889
| Closed | -$4.33M | – | 156 |
|
|
2021
Q1 | $4.33M | Buy |
54,889
+466
| +0.9% | +$36.7K | 0.97% | 38 |
|
|
2020
Q4 | $4.3M | Buy |
54,423
+835
| +2% | +$65.9K | 1% | 39 |
|
|
2020
Q3 | $4.19M | Buy |
53,588
+170
| +0.3% | +$13.3K | 1.11% | 34 |
|
|
2020
Q2 | $3.98M | Sell |
53,418
-1,141
| -2% | -$85K | 1.17% | 34 |
|
|
2020
Q1 | $3.83M | Sell |
54,559
-1,644
| -3% | -$115K | 1.36% | 31 |
|
|
2019
Q4 | $3.85M | Buy |
56,203
+6,675
| +13% | +$457K | 1.14% | 41 |
|
|
2019
Q3 | $3.49M | Buy |
49,528
+1,148
| +2% | +$81K | 1.21% | 39 |
|
|
2019
Q2 | $3.47M | Buy |
48,380
+1,200
| +3% | +$86K | 1.23% | 38 |
|
|
2019
Q1 | $3.23M | Buy |
47,180
+4,179
| +10% | +$286K | 1.22% | 41 |
|
|
2018
Q4 | $2.56M | Buy |
43,001
+2,203
| +5% | +$131K | 1.06% | 44 |
|
|
2018
Q3 | $2.73M | Buy |
40,798
+712
| +2% | +$47.7K | 1.09% | 42 |
|
|
2018
Q2 | $2.6M | Buy |
+40,086
| New | +$2.6M | 1.08% | 44 |
|