VWA
V Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,263
| Closed | -$257K | – | 383 |
|
|
2022
Q4 | $257K | Buy |
3,263
+251
| +8% | +$19.8K | 0.05% | 299 |
|
|
2022
Q3 | $211K | Sell |
3,012
-264
| -8% | -$18.5K | 0.04% | 342 |
|
|
2022
Q2 | $262K | Hold |
3,276
| – | – | 0.05% | 339 |
|
|
2022
Q1 | $248K | Buy |
3,276
+60
| +2% | +$4.54K | 0.04% | 382 |
|
|
2021
Q4 | $274K | Sell |
3,216
-500
| -13% | -$42.6K | 0.04% | 369 |
|
|
2021
Q3 | $281K | Buy |
3,716
+357
| +11% | +$27K | 0.04% | 365 |
|
|
2021
Q2 | $273K | Sell |
3,359
-16
| -0.5% | -$1.3K | 0.04% | 388 |
|
|
2021
Q1 | $266K | Sell |
3,375
-1,096
| -25% | -$86.4K | 0.05% | 353 |
|
|
2020
Q4 | $382K | Buy |
+4,471
| New | +$382K | 0.08% | 256 |
|
|
2020
Q3 | – | Sell |
-4,278
| Closed | -$313K | – | 194 |
|
|
2020
Q2 | $313K | Sell |
4,278
-2,877
| -40% | -$210K | 0.08% | 261 |
|
|
2020
Q1 | $475K | Buy |
7,155
+1,593
| +29% | +$106K | 0.15% | 159 |
|
|
2019
Q4 | $409K | Hold |
5,562
| – | – | 0.15% | 164 |
|
|
2019
Q3 | $409K | Buy |
5,562
+77
| +1% | +$5.66K | 0.15% | 165 |
|
|
2019
Q2 | $394K | Buy |
5,485
+828
| +18% | +$59.5K | 0.15% | 160 |
|
|
2019
Q1 | $323K | Buy |
4,657
+800
| +21% | +$55.5K | 0.13% | 166 |
|
|
2018
Q4 | $233K | Sell |
3,857
-266
| -6% | -$16.1K | 0.12% | 184 |
|
|
2018
Q3 | $274K | Buy |
4,123
+205
| +5% | +$13.6K | 0.13% | 179 |
|
|
2018
Q2 | $259K | Sell |
3,918
-3,744
| -49% | -$247K | 0.14% | 162 |
|
|
2018
Q1 | $538K | Sell |
7,662
-61
| -0.8% | -$4.28K | 0.29% | 98 |
|
|
2017
Q4 | $585K | Buy |
+7,723
| New | +$585K | 0.29% | 88 |
|
|
2017
Q3 | – | Sell |
-2,496
| Closed | -$185K | – | 280 |
|
|
2017
Q2 | $185K | Sell |
2,496
-968
| -28% | -$71.7K | 0.09% | 181 |
|
|
2017
Q1 | $255K | Buy |
+3,464
| New | +$255K | 0.16% | 146 |
|
|
2016
Q4 | – | Sell |
-2,879
| Closed | -$215K | – | 176 |
|
|
2016
Q3 | $215K | Buy |
2,879
+95
| +3% | +$7.09K | 0.17% | 155 |
|
|
2016
Q2 | $205K | Buy |
+2,784
| New | +$205K | 0.17% | 152 |
|