VW
Vantage Wealth’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-110,329
| Closed | -$8.08M | – | 35 |
|
|
2020
Q2 | $8.08M | Sell |
110,329
-23
| -0% | -$1.69K | 2.91% | 25 |
|
|
2020
Q1 | $7.32M | Buy |
110,352
+1,465
| +1% | +$97.2K | 3.11% | 23 |
|
|
2019
Q4 | $7.5M | Buy |
108,887
+1,130
| +1% | +$77.8K | 2.79% | 25 |
|
|
2019
Q3 | $7.92M | Buy |
107,757
+744
| +0.7% | +$54.7K | 3.23% | 24 |
|
|
2019
Q2 | $7.67M | Buy |
107,013
+580
| +0.5% | +$41.6K | 3.17% | 24 |
|
|
2019
Q1 | $7.3M | Buy |
106,433
+1,050
| +1% | +$72K | 3.24% | 23 |
|
|
2018
Q4 | $6.27M | Buy |
105,383
+2,865
| +3% | +$171K | 3.24% | 24 |
|
|
2018
Q3 | $6.86M | Buy |
102,518
+1,802
| +2% | +$121K | 2.97% | 24 |
|
|
2018
Q2 | $6.53M | Buy |
100,716
+2,804
| +3% | +$182K | 3.14% | 24 |
|
|
2018
Q1 | $7.02M | Buy |
97,912
+2,860
| +3% | +$205K | 3.56% | 23 |
|
|
2017
Q4 | $6.93M | Hold |
95,052
| – | – | 3.67% | 21 |
|
|
2017
Q3 | $6.93M | Buy |
95,052
+1,035
| +1% | +$75.4K | 3.67% | 21 |
|
|
2017
Q2 | $6.97M | Sell |
94,017
-580
| -0.6% | -$43K | 3.72% | 22 |
|
|
2017
Q1 | $6.92M | Sell |
94,597
-5,035
| -5% | -$369K | 3.78% | 21 |
|
|
2016
Q4 | $6.52M | Buy |
99,632
+1,858
| +2% | +$122K | 3.58% | 22 |
|
|
2016
Q3 | $7.25M | Buy |
97,774
+100
| +0.1% | +$7.41K | 4.13% | 20 |
|
|
2016
Q2 | $7.15M | Sell |
97,674
-225
| -0.2% | -$16.5K | 4.55% | 16 |
|
|
2016
Q1 | $6.92M | Buy |
97,899
+2,276
| +2% | +$161K | 4.39% | 18 |
|
|
2015
Q4 | $6.37M | Sell |
95,623
-441
| -0.5% | -$29.4K | 3.66% | 21 |
|
|
2015
Q3 | $6.1M | Buy |
96,064
+3,360
| +4% | +$213K | 3.72% | 20 |
|
|
2015
Q2 | $6.06M | Buy |
92,704
+925
| +1% | +$60.5K | 3.52% | 18 |
|
|
2015
Q1 | $6.36M | Buy |
91,779
+6,130
| +7% | +$425K | 3.69% | 16 |
|
|
2014
Q4 | $5.93M | Sell |
85,649
-2,225
| -3% | -$154K | 3.47% | 22 |
|
|
2014
Q3 | $5.73M | Buy |
87,874
+2,025
| +2% | +$132K | 3.67% | 17 |
|
|
2014
Q2 | $5.48M | Sell |
85,849
-4,800
| -5% | -$306K | 3.64% | 20 |
|
|
2014
Q1 | $5.88M | Buy |
90,649
+2,550
| +3% | +$165K | 3.76% | 17 |
|
|
2013
Q4 | $5.75M | Sell |
88,099
-325
| -0.4% | -$21.2K | 3.71% | 16 |
|
|
2013
Q3 | $5.24M | Sell |
88,424
-725
| -0.8% | -$43K | 4.13% | 11 |
|
|
2013
Q2 | $5.11M | Buy |
+89,149
| New | +$5.11M | 4.06% | 12 |
|