PWAG
Polaris Wealth Advisory Group’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.79M | Sell |
109,519
-5,747
| -5% | -$409K | 0.59% | 60 |
|
|
2023
Q2 | $8.88M | Sell |
115,266
-3,973
| -3% | -$306K | 0.67% | 55 |
|
|
2023
Q1 | $8.96M | Sell |
119,239
-6,818
| -5% | -$512K | 0.66% | 53 |
|
|
2022
Q4 | $9.72M | Buy |
+126,057
| New | +$9.72M | 0.72% | 45 |
|
|
2018
Q4 | – | Sell |
-1,419
| Closed | -$95K | – | 198 |
|
|
2018
Q3 | $95K | Buy |
+1,419
| New | +$95K | 0.01% | 200 |
|
|
2018
Q2 | – | Sell |
-1,419
| Closed | -$102K | – | 279 |
|
|
2018
Q1 | $102K | Buy |
+1,419
| New | +$102K | 0.01% | 164 |
|