BCWM
Bartlett & Co Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Sell |
99,963
-2,042
| -2% | -$186K | 0.13% | 108 |
|
|
2025
Q1 | $9.56M | Sell |
102,005
-4,433
| -4% | -$415K | 0.14% | 104 |
|
|
2024
Q4 | $9.68M | Sell |
106,438
-2,471
| -2% | -$225K | 0.14% | 104 |
|
|
2024
Q3 | $11.3M | Sell |
108,909
-1,945
| -2% | -$202K | 0.16% | 95 |
|
|
2024
Q2 | $10.8M | Sell |
110,854
-2,169
| -2% | -$210K | 0.16% | 97 |
|
|
2024
Q1 | $10.2M | Buy |
113,023
+7,091
| +7% | +$639K | 0.16% | 102 |
|
|
2023
Q4 | $8.39M | Sell |
105,932
-2,748
| -3% | -$218K | 0.14% | 106 |
|
|
2023
Q3 | $7.73M | Sell |
108,680
-1,922
| -2% | -$137K | 0.14% | 108 |
|
|
2023
Q2 | $8.52M | Sell |
110,602
-2,529
| -2% | -$195K | 0.15% | 103 |
|
|
2023
Q1 | $8.5M | Sell |
113,131
-3,043
| -3% | -$229K | 0.16% | 98 |
|
|
2022
Q4 | $9.15M | Sell |
116,174
-428
| -0.4% | -$33.7K | 0.18% | 97 |
|
|
2022
Q3 | $8.19M | Sell |
116,602
-125
| -0.1% | -$8.78K | 0.18% | 100 |
|
|
2022
Q2 | $9.35M | Sell |
116,727
-8,488
| -7% | -$680K | 0.19% | 97 |
|
|
2022
Q1 | $9.5M | Buy |
125,215
+4,603
| +4% | +$349K | 0.17% | 103 |
|
|
2021
Q4 | $10.3M | Buy |
120,612
+166
| +0.1% | +$14.2K | 0.17% | 99 |
|
|
2021
Q3 | $9.1M | Sell |
120,446
-2,512
| -2% | -$190K | 0.17% | 97 |
|
|
2021
Q2 | $10M | Sell |
122,958
-2,190
| -2% | -$178K | 0.19% | 93 |
|
|
2021
Q1 | $9.87M | Sell |
125,148
-2,672
| -2% | -$211K | 0.2% | 93 |
|
|
2020
Q4 | $10.9M | Sell |
127,820
-5,030
| -4% | -$430K | 0.23% | 86 |
|
|
2020
Q3 | $10.2M | Sell |
132,850
-1,484
| -1% | -$114K | 0.24% | 81 |
|
|
2020
Q2 | $9.84M | Sell |
134,334
-1,236
| -0.9% | -$90.5K | 0.26% | 84 |
|
|
2020
Q1 | $9M | Sell |
135,570
-2,617
| -2% | -$174K | 0.27% | 84 |
|
|
2019
Q4 | $9.51M | Sell |
138,187
-2,181
| -2% | -$150K | 0.23% | 91 |
|
|
2019
Q3 | $10.3M | Buy |
140,368
+82,039
| +141% | +$6.03M | 0.27% | 90 |
|
|
2019
Q2 | $4.18M | Buy |
58,329
+14
| +0% | +$1K | 0.16% | 96 |
|
|
2019
Q1 | $4M | Sell |
58,315
-463
| -0.8% | -$31.7K | 0.15% | 96 |
|
|
2018
Q4 | $3.5M | Sell |
58,778
-17,277
| -23% | -$1.03M | 0.15% | 101 |
|
|
2018
Q3 | $5.09M | Sell |
76,055
-38
| -0% | -$2.54K | 0.19% | 86 |
|
|
2018
Q2 | $4.93M | Sell |
76,093
-25,600
| -25% | -$1.66M | 0.2% | 84 |
|
|
2018
Q1 | $7.29M | Buy |
+101,693
| New | +$7.29M | 0.3% | 73 |
|