MWM
MinichMacGregor Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$15.8K | – | 188 |
|
|
2022
Q4 | $15.8K | Buy |
+200
| New | +$15.8K | 0.01% | 357 |
|
|
2018
Q4 | – | Sell |
-1,309
| Closed | -$87K | – | 171 |
|
|
2018
Q3 | $87K | Sell |
1,309
-530
| -29% | -$35.2K | 0.06% | 94 |
|
|
2018
Q2 | $118K | Sell |
1,839
-168
| -8% | -$10.8K | 0.08% | 66 |
|
|
2018
Q1 | $143K | Sell |
2,007
-8
| -0.4% | -$570 | 0.11% | 51 |
|
|
2017
Q4 | $152K | Sell |
2,015
-115
| -5% | -$8.68K | 0.12% | 49 |
|
|
2017
Q3 | $155K | Buy |
2,130
+31
| +1% | +$2.26K | 0.13% | 47 |
|
|
2017
Q2 | $155K | Sell |
2,099
-20
| -0.9% | -$1.48K | 0.13% | 48 |
|
|
2017
Q1 | $155K | Buy |
2,119
+3
| +0.1% | +$219 | 0.14% | 44 |
|
|
2016
Q4 | $138K | Sell |
2,116
-41
| -2% | -$2.67K | 0.13% | 47 |
|
|
2016
Q3 | $159K | Buy |
2,157
+95
| +5% | +$7K | 0.15% | 42 |
|
|
2016
Q2 | $150K | Buy |
2,062
+19
| +0.9% | +$1.38K | 0.14% | 46 |
|
|
2016
Q1 | $144K | Buy |
2,043
+454
| +29% | +$32K | 0.14% | 47 |
|
|
2015
Q4 | $106K | Buy |
+1,589
| New | +$106K | 0.1% | 59 |
|