Summit Trail Advisors’s Church & Dwight Co CHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
+3,854
| New | +$370K | 0.01% | 841 |
|
|
2024
Q4 | – | Sell |
-5,966
| Closed | -$625K | – | 464 |
|
|
2024
Q3 | $625K | Buy |
5,966
+1,815
| +44% | +$190K | 0.02% | 353 |
|
|
2024
Q2 | $430K | Buy |
4,151
+217
| +6% | +$22.5K | 0.01% | 405 |
|
|
2024
Q1 | $410K | Buy |
3,934
+10
| +0.3% | +$1.04K | 0.01% | 383 |
|
|
2023
Q4 | $371K | Buy |
3,924
+285
| +8% | +$27K | 0.01% | 342 |
|
|
2023
Q3 | $333K | Buy |
3,639
+18
| +0.5% | +$1.65K | 0.01% | 354 |
|
|
2023
Q2 | $363K | Buy |
+3,621
| New | +$363K | 0.01% | 332 |
|
|
2018
Q1 | – | Sell |
-3,132
| Closed | -$155K | – | 647 |
|
|
2017
Q4 | $155K | Buy |
+3,132
| New | +$155K | 0.02% | 508 |
|