BWP
Baldwin Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,237
| Closed | -$210K | – | 222 |
|
|
2025
Q1 | $210K | Sell |
2,237
-80
| -3% | -$7.5K | 0.01% | 213 |
|
|
2024
Q4 | $211K | Sell |
2,317
-240
| -9% | -$21.8K | 0.01% | 228 |
|
|
2024
Q3 | $265K | Hold |
2,557
| – | – | 0.02% | 292 |
|
|
2024
Q2 | $248K | Hold |
2,557
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $230K | Sell |
2,557
-501
| -16% | -$45.1K | 0.02% | 201 |
|
|
2023
Q4 | $244K | Sell |
3,058
-600
| -16% | -$47.8K | 0.02% | 197 |
|
|
2023
Q3 | $260K | Hold |
3,658
| – | – | 0.02% | 200 |
|
|
2023
Q2 | $282K | Sell |
3,658
-200
| -5% | -$15.4K | 0.02% | 208 |
|
|
2023
Q1 | $290K | Sell |
3,858
-26
| -0.7% | -$1.95K | 0.03% | 205 |
|
|
2022
Q4 | $306K | Buy |
3,884
+3,683
| +1,832% | +$290K | 0.03% | 199 |
|
|
2022
Q3 | $14K | Hold |
201
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $16K | Sell |
201
-72
| -26% | -$5.73K | ﹤0.01% | 490 |
|
|
2022
Q1 | $21K | Sell |
273
-103
| -27% | -$7.92K | ﹤0.01% | 473 |
|
|
2021
Q4 | $32K | Hold |
376
| – | – | ﹤0.01% | 400 |
|
|
2021
Q3 | $28K | Hold |
376
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $31K | Hold |
376
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $30K | Buy |
376
+51
| +16% | +$4.07K | ﹤0.01% | 409 |
|
|
2020
Q4 | $28K | Hold |
325
| – | – | ﹤0.01% | 373 |
|
|
2020
Q3 | $25K | Sell |
325
-5,090
| -94% | -$392K | ﹤0.01% | 363 |
|
|
2020
Q2 | $397K | Hold |
5,415
| – | – | 0.06% | 109 |
|
|
2020
Q1 | $359K | Sell |
5,415
-1,250
| -19% | -$82.9K | 0.06% | 109 |
|
|
2019
Q4 | $459K | Hold |
6,665
| – | – | 0.06% | 116 |
|
|
2019
Q3 | $490K | Hold |
6,665
| – | – | 0.07% | 109 |
|
|
2019
Q2 | $478K | Hold |
6,665
| – | – | 0.07% | 125 |
|
|
2019
Q1 | $457K | Sell |
6,665
-1,760
| -21% | -$121K | 0.07% | 130 |
|
|
2018
Q4 | $501K | Sell |
8,425
-150
| -2% | -$8.92K | 0.08% | 116 |
|
|
2018
Q3 | $574K | Sell |
8,575
-201
| -2% | -$13.5K | 0.08% | 119 |
|
|
2018
Q2 | $569K | Buy |
8,776
+150
| +2% | +$9.73K | 0.09% | 114 |
|
|
2018
Q1 | $618K | Sell |
8,626
-595
| -6% | -$42.6K | 0.1% | 108 |
|
|
2017
Q4 | $696K | Hold |
9,221
| – | – | 0.11% | 109 |
|
|
2017
Q3 | $672K | Sell |
9,221
-680
| -7% | -$49.6K | 0.11% | 107 |
|
|
2017
Q2 | $734K | Sell |
9,901
-159
| -2% | -$11.8K | 0.12% | 102 |
|
|
2017
Q1 | $736K | Sell |
10,060
-312
| -3% | -$22.8K | 0.12% | 105 |
|
|
2016
Q4 | $679K | Buy |
10,372
+200
| +2% | +$13.1K | 0.12% | 104 |
|
|
2016
Q3 | $754K | Hold |
10,172
| – | – | 0.14% | 91 |
|
|
2016
Q2 | $745K | Buy |
10,172
+530
| +5% | +$38.8K | 0.15% | 88 |
|
|
2016
Q1 | $681K | Sell |
9,642
-307
| -3% | -$21.7K | 0.12% | 124 |
|
|
2015
Q4 | $663K | Hold |
9,949
| – | – | 0.11% | 139 |
|
|
2015
Q3 | $631K | Sell |
9,949
-3,800
| -28% | -$241K | 0.11% | 150 |
|
|
2015
Q2 | $899K | Hold |
13,749
| – | – | 0.13% | 134 |
|
|
2015
Q1 | $953K | Hold |
13,749
| – | – | 0.14% | 130 |
|
|
2014
Q4 | $951K | Sell |
13,749
-7,465
| -35% | -$516K | 0.14% | 139 |
|
|
2014
Q3 | $1.38M | Sell |
21,214
-26,982
| -56% | -$1.76M | 0.2% | 105 |
|
|
2014
Q2 | $3.29M | Buy |
48,196
+529
| +1% | +$36.1K | 0.49% | 53 |
|
|
2014
Q1 | $3.09M | Sell |
47,667
-437
| -0.9% | -$28.3K | 0.5% | 51 |
|
|
2013
Q4 | $3.14M | Buy |
48,104
+26,666
| +124% | +$1.74M | 0.5% | 54 |
|
|
2013
Q3 | $1.27M | Buy |
21,438
+288
| +1% | +$17.1K | 0.23% | 100 |
|
|
2013
Q2 | $1.21M | Buy |
+21,150
| New | +$1.21M | 0.24% | 99 |
|