SWA
SOA Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
2,156
-52
| -2% | -$4.73K | 0.04% | 197 |
|
|
2025
Q1 | $207K | Buy |
2,208
+11
| +0.5% | +$1.03K | 0.04% | 183 |
|
|
2024
Q4 | $200K | Buy |
2,197
+105
| +5% | +$9.55K | 0.04% | 182 |
|
|
2024
Q3 | $217K | Sell |
2,092
-5
| -0.2% | -$519 | 0.04% | 177 |
|
|
2024
Q2 | $203K | Sell |
2,097
-316
| -13% | -$30.7K | 0.04% | 181 |
|
|
2024
Q1 | $217K | Sell |
2,413
-6
| -0.2% | -$540 | 0.05% | 172 |
|
|
2023
Q4 | $193K | Sell |
2,419
-59
| -2% | -$4.7K | 0.04% | 179 |
|
|
2023
Q3 | $176K | Buy |
2,478
+808
| +48% | +$57.5K | 0.04% | 175 |
|
|
2023
Q2 | $129K | Buy |
1,670
+7
| +0.4% | +$539 | 0.03% | 208 |
|
|
2023
Q1 | $125K | Sell |
1,663
-800
| -32% | -$60.1K | 0.03% | 207 |
|
|
2022
Q4 | $194K | Sell |
2,463
-14
| -0.6% | -$1.1K | 0.05% | 150 |
|
|
2022
Q3 | $174K | Sell |
2,477
-8
| -0.3% | -$562 | 0.05% | 155 |
|
|
2022
Q2 | $199K | Sell |
2,485
-544
| -18% | -$43.6K | 0.06% | 143 |
|
|
2022
Q1 | $229K | Buy |
3,029
+800
| +36% | +$60.5K | 0.06% | 146 |
|
|
2021
Q4 | $188K | Sell |
2,229
-800
| -26% | -$67.5K | 0.05% | 164 |
|
|
2021
Q3 | $228K | Buy |
3,029
+8
| +0.3% | +$602 | 0.06% | 144 |
|
|
2021
Q2 | $245K | Buy |
3,021
+1,018
| +51% | +$82.6K | 0.06% | 140 |
|
|
2021
Q1 | $157K | Sell |
2,003
-29
| -1% | -$2.27K | 0.04% | 157 |
|
|
2020
Q4 | $160K | Buy |
+2,032
| New | +$160K | 0.04% | 150 |
|