SLWA
San Luis Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,991
| Closed | -$272K | – | 139 |
|
|
2024
Q4 | $272K | Sell |
2,991
-78
| -3% | -$7.09K | 0.05% | 124 |
|
|
2024
Q3 | $319K | Buy |
+3,069
| New | +$319K | 0.07% | 112 |
|
|
2023
Q3 | – | Sell |
-15,213
| Closed | -$1.17M | – | 85 |
|
|
2023
Q2 | $1.17M | Sell |
15,213
-2,386
| -14% | -$184K | 0.41% | 63 |
|
|
2023
Q1 | $1.32M | Buy |
+17,599
| New | +$1.32M | 0.51% | 58 |
|
|
2022
Q2 | – | Sell |
-1,090
| Closed | -$93K | – | 134 |
|
|
2022
Q1 | $93K | Buy |
+1,090
| New | +$93K | 0.05% | 200 |
|
|
2020
Q4 | $293K | Buy |
+3,428
| New | +$293K | 0.19% | 112 |
|