SVWAG
Sound View Wealth Advisors Group’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
9,148
-315
| -3% | -$28.6K | 0.06% | 208 |
|
|
2025
Q1 | $887K | Buy |
9,463
+418
| +5% | +$39.2K | 0.07% | 189 |
|
|
2024
Q4 | $822K | Buy |
9,045
+881
| +11% | +$80.1K | 0.07% | 204 |
|
|
2024
Q3 | $848K | Buy |
8,164
+234
| +3% | +$24.3K | 0.07% | 199 |
|
|
2024
Q2 | $770K | Hold |
7,930
| – | – | 0.08% | 185 |
|
|
2024
Q1 | $714K | Sell |
7,930
-234
| -3% | -$21.1K | 0.08% | 200 |
|
|
2023
Q4 | $651K | Buy |
8,164
+142
| +2% | +$11.3K | 0.07% | 210 |
|
|
2023
Q3 | $570K | Buy |
8,022
+534
| +7% | +$38K | 0.07% | 203 |
|
|
2023
Q2 | $577K | Sell |
7,488
-383
| -5% | -$29.5K | 0.08% | 203 |
|
|
2023
Q1 | $592K | Sell |
7,871
-293
| -4% | -$22K | 0.08% | 197 |
|
|
2022
Q4 | $651K | Buy |
8,164
+2,857
| +54% | +$228K | 0.07% | 210 |
|
|
2022
Q3 | $373K | Sell |
5,307
-63
| -1% | -$4.43K | 0.08% | 187 |
|
|
2022
Q2 | $430K | Sell |
5,370
-106
| -2% | -$8.49K | 0.09% | 181 |
|
|
2022
Q1 | $415K | Sell |
5,476
-61
| -1% | -$4.62K | 0.08% | 195 |
|
|
2021
Q4 | $473K | Hold |
5,537
| – | – | 0.09% | 184 |
|
|
2021
Q3 | $418K | Sell |
5,537
-79
| -1% | -$5.96K | 0.09% | 190 |
|
|
2021
Q2 | $457K | Hold |
5,616
| – | – | 0.1% | 185 |
|
|
2021
Q1 | $443K | Sell |
5,616
-125
| -2% | -$9.86K | 0.1% | 171 |
|
|
2020
Q4 | $491K | Hold |
5,741
| – | – | 0.12% | 152 |
|
|
2020
Q3 | $443K | Buy |
5,741
+157
| +3% | +$12.1K | 0.12% | 154 |
|
|
2020
Q2 | $409K | Sell |
5,584
-18
| -0.3% | -$1.32K | 0.12% | 151 |
|
|
2020
Q1 | $372K | Sell |
5,602
-200
| -3% | -$13.3K | 0.13% | 144 |
|
|
2019
Q4 | $399K | Buy |
5,802
+200
| +4% | +$13.8K | 0.11% | 159 |
|
|
2019
Q3 | $412K | Sell |
5,602
-868
| -13% | -$63.8K | 0.12% | 157 |
|
|
2019
Q2 | $464K | Buy |
+6,470
| New | +$464K | 0.14% | 149 |
|