BTWM
Baker Tilly Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,407
| Closed | -$331K | – | 242 |
|
|
2024
Q2 | $331K | Sell |
3,407
-3,319
| -49% | -$322K | 0.14% | 182 |
|
|
2024
Q1 | $606K | Sell |
6,726
-225
| -3% | -$20.3K | 0.11% | 210 |
|
|
2023
Q4 | $554K | Buy |
+6,951
| New | +$554K | 0.09% | 259 |
|
|
2022
Q4 | – | Sell |
-3,610
| Closed | -$254K | – | 543 |
|
|
2022
Q3 | $254K | Sell |
3,610
-31
| -0.9% | -$2.18K | 0.03% | 434 |
|
|
2022
Q2 | $292K | Buy |
+3,641
| New | +$292K | 0.04% | 416 |
|
|
2022
Q1 | – | Sell |
-11,499
| Closed | -$981K | – | 531 |
|
|
2021
Q4 | $981K | Sell |
11,499
-670
| -6% | -$57.2K | 0.11% | 199 |
|
|
2021
Q3 | $920K | Buy |
12,169
+3,763
| +45% | +$284K | 0.12% | 182 |
|
|
2021
Q2 | $684K | Buy |
8,406
+127
| +2% | +$10.3K | 0.11% | 205 |
|
|
2021
Q1 | $653K | Buy |
+8,279
| New | +$653K | 0.13% | 194 |
|