SIA
Schechter Investment Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $292K | Buy |
3,115
+304
| +11% | +$28.5K | 0.02% | 480 |
|
|
2024
Q4 | $256K | Buy |
2,811
+158
| +6% | +$14.4K | 0.02% | 522 |
|
|
2024
Q3 | $275K | Buy |
2,653
+74
| +3% | +$7.68K | 0.02% | 515 |
|
|
2024
Q2 | $250K | Buy |
2,579
+56
| +2% | +$5.43K | 0.02% | 512 |
|
|
2024
Q1 | $227K | Buy |
+2,523
| New | +$227K | 0.02% | 557 |
|
|
2023
Q3 | – | Sell |
-3,158
| Closed | -$243K | – | 647 |
|
|
2023
Q2 | $243K | Buy |
3,158
+384
| +14% | +$29.6K | 0.02% | 538 |
|
|
2023
Q1 | $208K | Sell |
2,774
-1,061
| -28% | -$79.7K | 0.02% | 612 |
|
|
2022
Q4 | $302K | Buy |
+3,835
| New | +$302K | 0.03% | 631 |
|
|
2022
Q3 | – | Sell |
-3,231
| Closed | -$259K | – | 957 |
|
|
2022
Q2 | $259K | Buy |
+3,231
| New | +$259K | 0.03% | 756 |
|
|
2022
Q1 | – | Sell |
-2,764
| Closed | -$236K | – | 935 |
|
|
2021
Q4 | $236K | Buy |
+2,764
| New | +$236K | 0.02% | 752 |
|