Meridian Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,675
| Closed | -$351K | – | 184 |
|
|
2023
Q1 | $351K | Hold |
4,675
| – | – | 0.09% | 135 |
|
|
2022
Q4 | $368K | Sell |
4,675
-924
| -17% | -$72.8K | 0.09% | 132 |
|
|
2022
Q3 | $393K | Sell |
5,599
-267
| -5% | -$18.7K | 0.11% | 129 |
|
|
2022
Q2 | $470K | Buy |
5,866
+1,857
| +46% | +$149K | 0.12% | 126 |
|
|
2022
Q1 | $304K | Buy |
+4,009
| New | +$304K | 0.07% | 165 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$60K | – | 174 |
|
|
2018
Q4 | $60K | Buy |
+1,000
| New | +$60K | 0.05% | 226 |
|