RWA
Ropes Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.14M | Sell |
16,072
-2,131
| -12% | -$152K | 0.22% | 93 |
|
|
2023
Q2 | $1.4M | Buy |
18,203
+14
| +0.1% | +$1.08K | 0.23% | 100 |
|
|
2023
Q1 | $1.37M | Sell |
18,189
-342
| -2% | -$25.7K | 0.25% | 96 |
|
|
2022
Q4 | $1.46M | Buy |
18,531
+447
| +2% | +$35.2K | 0.26% | 92 |
|
|
2022
Q3 | $1.27M | Hold |
18,084
| – | – | 0.27% | 88 |
|
|
2022
Q2 | $1.45M | Sell |
18,084
-732
| -4% | -$58.7K | 0.3% | 87 |
|
|
2022
Q1 | $1.43M | Sell |
18,816
-398
| -2% | -$30.2K | 0.24% | 99 |
|
|
2021
Q4 | $1.64M | Sell |
19,214
-1,024
| -5% | -$87.4K | 0.29% | 82 |
|
|
2021
Q3 | $1.53M | Sell |
20,238
-892
| -4% | -$67.4K | 0.25% | 88 |
|
|
2021
Q2 | $1.72M | Sell |
21,130
-100
| -0.5% | -$8.14K | 0.27% | 84 |
|
|
2021
Q1 | $1.75M | Buy |
21,230
+85
| +0.4% | +$7.01K | 0.31% | 81 |
|
|
2020
Q4 | $1.81M | Sell |
21,145
-1,353
| -6% | -$116K | 0.28% | 66 |
|
|
2020
Q3 | $1.74M | Sell |
22,498
-608
| -3% | -$46.9K | 0.34% | 64 |
|
|
2020
Q2 | $1.69M | Buy |
23,106
+7,433
| +47% | +$545K | 0.35% | 59 |
|
|
2020
Q1 | $1.04M | Buy |
15,673
+866
| +6% | +$57.5K | 0.26% | 73 |
|
|
2019
Q4 | $1.02M | Sell |
14,807
-4,840
| -25% | -$333K | 0.22% | 87 |
|
|
2019
Q3 | $1.44M | Sell |
19,647
-200
| -1% | -$14.7K | 0.31% | 65 |
|
|
2019
Q2 | $1.42M | Hold |
19,847
| – | – | 0.3% | 65 |
|
|
2019
Q1 | $1.36M | Sell |
19,847
-50
| -0.3% | -$3.43K | 0.36% | 66 |
|
|
2018
Q4 | $1.18M | Sell |
19,897
-47
| -0.2% | -$2.8K | 0.34% | 68 |
|
|
2018
Q3 | $1.34M | Sell |
19,944
-1,375
| -6% | -$92K | 0.33% | 75 |
|
|
2018
Q2 | $1.38M | Buy |
21,319
+998
| +5% | +$64.7K | 0.37% | 64 |
|
|
2018
Q1 | $1.46M | Sell |
20,321
-173
| -0.8% | -$12.4K | 0.4% | 63 |
|
|
2017
Q4 | $1.55M | Sell |
20,494
-464
| -2% | -$35K | 0.4% | 61 |
|
|
2017
Q3 | $1.53M | Buy |
20,958
+57
| +0.3% | +$4.15K | 0.41% | 60 |
|
|
2017
Q2 | $1.55M | Sell |
20,901
-760
| -4% | -$56.3K | 0.44% | 57 |
|
|
2017
Q1 | $1.59M | Buy |
21,661
+189
| +0.9% | +$13.8K | 0.46% | 54 |
|
|
2016
Q4 | $1.41M | Buy |
21,472
+2,352
| +12% | +$154K | 0.44% | 53 |
|
|
2016
Q3 | $1.42M | Buy |
19,120
+1,368
| +8% | +$101K | 0.48% | 49 |
|
|
2016
Q2 | $1.3M | Buy |
17,752
+10,923
| +160% | +$799K | 0.45% | 50 |
|
|
2016
Q1 | $482K | Buy |
6,829
+290
| +4% | +$20.5K | 0.21% | 81 |
|
|
2015
Q4 | $436K | Hold |
6,539
| – | – | 0.19% | 90 |
|
|
2015
Q3 | $415K | Sell |
6,539
-1,950
| -23% | -$124K | 0.22% | 78 |
|
|
2015
Q2 | $555K | Sell |
8,489
-150
| -2% | -$9.81K | 0.3% | 65 |
|
|
2015
Q1 | $599K | Buy |
+8,639
| New | +$599K | 0.31% | 64 |
|