SWA
Sutton Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $112K | Buy |
1,580
+34
| +2% | +$2.42K | 0.06% | 157 |
|
|
2023
Q2 | $119K | Sell |
1,546
-59
| -4% | -$4.55K | 0.06% | 153 |
|
|
2023
Q1 | $121K | Sell |
1,605
-3,342
| -68% | -$251K | 0.06% | 145 |
|
|
2022
Q4 | $390K | Sell |
4,947
-168
| -3% | -$13.2K | 0.15% | 111 |
|
|
2022
Q3 | $359K | Hold |
5,115
| – | – | 0.15% | 103 |
|
|
2022
Q2 | $410K | Buy |
5,115
+33
| +0.6% | +$2.65K | 0.16% | 94 |
|
|
2022
Q1 | $385K | Buy |
5,082
+43
| +0.9% | +$3.26K | 0.13% | 108 |
|
|
2021
Q4 | $430K | Sell |
5,039
-235
| -4% | -$20.1K | 0.14% | 102 |
|
|
2021
Q3 | $399K | Sell |
5,274
-3
| -0.1% | -$227 | 0.15% | 107 |
|
|
2021
Q2 | $429K | Hold |
5,277
| – | – | 0.16% | 101 |
|
|
2021
Q1 | $416K | Sell |
5,277
-19
| -0.4% | -$1.5K | 0.16% | 97 |
|
|
2020
Q4 | $453K | Buy |
5,296
+6
| +0.1% | +$513 | 0.19% | 88 |
|
|
2020
Q3 | $408K | Buy |
5,290
+7
| +0.1% | +$540 | 0.2% | 87 |
|
|
2020
Q2 | $387K | Buy |
5,283
+8
| +0.2% | +$586 | 0.2% | 84 |
|
|
2020
Q1 | $350K | Sell |
5,275
-33
| -0.6% | -$2.19K | 0.22% | 78 |
|
|
2019
Q4 | $365K | Hold |
5,308
| – | – | 0.19% | 94 |
|
|
2019
Q3 | $390K | Hold |
5,308
| – | – | 0.22% | 82 |
|
|
2019
Q2 | $380K | Sell |
5,308
-1,047
| -16% | -$75K | 0.22% | 85 |
|
|
2019
Q1 | $436K | Buy |
6,355
+16
| +0.3% | +$1.1K | 0.25% | 66 |
|
|
2018
Q4 | $377K | Sell |
6,339
-170
| -3% | -$10.1K | 0.24% | 68 |
|
|
2018
Q3 | $436K | Hold |
6,509
| – | – | 0.29% | 60 |
|
|
2018
Q2 | $422K | Sell |
6,509
-22
| -0.3% | -$1.43K | 0.29% | 58 |
|
|
2018
Q1 | $468K | Buy |
6,531
+18
| +0.3% | +$1.29K | 0.34% | 52 |
|
|
2017
Q4 | $491K | Hold |
6,513
| – | – | 0.36% | 50 |
|
|
2017
Q3 | $474K | Hold |
6,513
| – | – | 0.36% | 51 |
|
|
2017
Q2 | $483K | Hold |
6,513
| – | – | 0.38% | 48 |
|
|
2017
Q1 | $477K | Buy |
6,513
+4
| +0.1% | +$293 | 0.4% | 45 |
|
|
2016
Q4 | $426K | Hold |
6,509
| – | – | 0.38% | 46 |
|
|
2016
Q3 | $483K | Hold |
6,509
| – | – | 0.44% | 44 |
|
|
2016
Q2 | $476K | Buy |
6,509
+2,200
| +51% | +$161K | 0.45% | 41 |
|
|
2016
Q1 | $304K | Buy |
+4,309
| New | +$304K | 0.29% | 61 |
|