SWA
Sax Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
19,341
-4,219
| -18% | -$384K | 0.11% | 111 |
|
|
2025
Q1 | $2.21M | Buy |
23,560
+796
| +3% | +$74.6K | 0.16% | 87 |
|
|
2024
Q4 | $2.07M | Buy |
22,764
+18,485
| +432% | +$1.68M | 0.16% | 74 |
|
|
2024
Q3 | $444K | Buy |
4,279
+1,813
| +74% | +$188K | 0.04% | 171 |
|
|
2024
Q2 | $239K | Buy |
2,466
+29
| +1% | +$2.81K | 0.02% | 243 |
|
|
2024
Q1 | $219K | Buy |
+2,437
| New | +$219K | 0.03% | 177 |
|
|
2022
Q3 | – | Sell |
-2,552
| Closed | -$205K | – | 162 |
|
|
2022
Q2 | $205K | Buy |
+2,552
| New | +$205K | 0.05% | 156 |
|
|
2022
Q1 | – | Sell |
-2,549
| Closed | -$218K | – | 176 |
|
|
2021
Q4 | $218K | Buy |
+2,549
| New | +$218K | 0.05% | 168 |
|
|
2021
Q3 | – | Sell |
-2,547
| Closed | -$207K | – | 171 |
|
|
2021
Q2 | $207K | Buy |
2,547
+1
| +0% | +$81 | 0.07% | 149 |
|
|
2021
Q1 | $201K | Buy |
2,546
+1
| +0% | +$79 | 0.07% | 142 |
|
|
2020
Q4 | $218K | Buy |
+2,545
| New | +$218K | 0.1% | 118 |
|