Mount Yale Investment Advisors’s Church & Dwight Co CHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
2,281
+185
| +9% | +$17.8K | 0.02% | 533 |
|
|
2025
Q1 | $231K | Sell |
2,096
-6,417
| -75% | -$706K | 0.02% | 490 |
|
|
2024
Q4 | $891K | Sell |
8,513
-75
| -0.9% | -$7.85K | 0.07% | 223 |
|
|
2024
Q3 | $899K | Buy |
8,588
+1,686
| +24% | +$177K | 0.09% | 214 |
|
|
2024
Q2 | $716K | Sell |
6,902
-438
| -6% | -$45.4K | 0.06% | 271 |
|
|
2024
Q1 | $766K | Sell |
7,340
-445
| -6% | -$46.4K | 0.06% | 277 |
|
|
2023
Q4 | $736K | Sell |
7,785
-213
| -3% | -$20.1K | 0.07% | 256 |
|
|
2023
Q3 | $733K | Sell |
7,998
-67
| -0.8% | -$6.14K | 0.08% | 238 |
|
|
2023
Q2 | $808K | Sell |
8,065
-5,099
| -39% | -$511K | 0.09% | 229 |
|
|
2023
Q1 | $1.16M | Sell |
13,164
-766
| -5% | -$67.7K | 0.13% | 161 |
|
|
2022
Q4 | $1.12M | Sell |
13,930
-114
| -0.8% | -$9.19K | 0.13% | 164 |
|
|
2022
Q3 | $1M | Sell |
14,044
-720
| -5% | -$51.4K | 0.13% | 163 |
|
|
2022
Q2 | $1.37M | Sell |
14,764
-559
| -4% | -$51.8K | 0.17% | 135 |
|
|
2022
Q1 | $1.52M | Sell |
15,323
-980
| -6% | -$97.4K | 0.17% | 136 |
|
|
2021
Q4 | $1.67M | Buy |
16,303
+6,460
| +66% | +$662K | 0.17% | 129 |
|
|
2021
Q3 | $813K | Buy |
9,843
+234
| +2% | +$19.3K | 0.09% | 219 |
|
|
2021
Q2 | $819K | Buy |
9,609
+69
| +0.7% | +$5.88K | 0.1% | 210 |
|
|
2021
Q1 | $833K | Buy |
9,540
+786
| +9% | +$68.6K | 0.11% | 198 |
|
|
2020
Q4 | $764K | Buy |
8,754
+103
| +1% | +$8.99K | 0.11% | 204 |
|
|
2020
Q3 | $811K | Sell |
8,651
-193
| -2% | -$18.1K | 0.12% | 174 |
|
|
2020
Q2 | $684K | Buy |
8,844
+1,003
| +13% | +$77.6K | 0.12% | 175 |
|
|
2020
Q1 | $503K | Buy |
7,841
+773
| +11% | +$49.6K | 0.11% | 166 |
|
|
2019
Q4 | $525K | Sell |
7,068
-3,851
| -35% | -$286K | 0.09% | 187 |
|
|
2019
Q3 | $732K | Sell |
10,919
-2,105
| -16% | -$141K | 0.13% | 136 |
|
|
2019
Q2 | $988K | Sell |
13,024
-1,591
| -11% | -$121K | 0.18% | 114 |
|
|
2019
Q1 | $1.04M | Sell |
14,615
-249
| -2% | -$17.7K | 0.2% | 110 |
|
|
2018
Q4 | $954K | Sell |
14,864
-3,383
| -19% | -$217K | 0.19% | 116 |
|
|
2018
Q3 | $1.21M | Sell |
18,247
-634
| -3% | -$41.9K | 0.21% | 102 |
|
|
2018
Q2 | $1M | Sell |
18,881
-1,181
| -6% | -$62.8K | 0.19% | 113 |
|
|
2018
Q1 | $1.01M | Buy |
+20,062
| New | +$1.01M | 0.22% | 101 |
|