BWM
Baystate Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $213K | Buy |
2,676
+17
| +0.6% | +$1.36K | 0.02% | 198 |
|
|
2023
Q3 | $189K | Buy |
2,659
+5
| +0.2% | +$356 | 0.02% | 200 |
|
|
2023
Q2 | $204K | Buy |
2,654
+926
| +54% | +$71.3K | 0.02% | 187 |
|
|
2023
Q1 | $130K | Buy |
1,728
+30
| +2% | +$2.26K | 0.01% | 219 |
|
|
2022
Q4 | $134K | Buy |
1,698
+607
| +56% | +$47.9K | 0.01% | 221 |
|
|
2022
Q3 | $77K | Sell |
1,091
-594
| -35% | -$41.9K | 0.01% | 261 |
|
|
2022
Q2 | $135K | Buy |
1,685
+7
| +0.4% | +$561 | 0.01% | 206 |
|
|
2022
Q1 | $127K | Buy |
1,678
+6
| +0.4% | +$454 | 0.01% | 217 |
|
|
2021
Q4 | $143K | Buy |
1,672
+6
| +0.4% | +$513 | 0.01% | 204 |
|
|
2021
Q3 | $126K | Buy |
1,666
+6
| +0.4% | +$454 | 0.01% | 191 |
|
|
2021
Q2 | $135K | Buy |
1,660
+6
| +0.4% | +$488 | 0.01% | 180 |
|
|
2021
Q1 | $130K | Buy |
1,654
+606
| +58% | +$47.6K | 0.01% | 170 |
|
|
2020
Q4 | $90K | Buy |
1,048
+4
| +0.4% | +$344 | 0.01% | 185 |
|
|
2020
Q3 | $81K | Sell |
1,044
-160
| -13% | -$12.4K | 0.01% | 176 |
|
|
2020
Q2 | $88K | Sell |
1,204
-150
| -11% | -$11K | 0.01% | 167 |
|
|
2020
Q1 | $90K | Buy |
1,354
+7
| +0.5% | +$465 | 0.01% | 147 |
|
|
2019
Q4 | $93K | Buy |
1,347
+208
| +18% | +$14.4K | 0.01% | 168 |
|
|
2019
Q3 | $84K | Buy |
1,139
+7
| +0.6% | +$516 | 0.01% | 163 |
|
|
2019
Q2 | $82K | Sell |
1,132
-37
| -3% | -$2.68K | 0.01% | 169 |
|
|
2019
Q1 | $81K | Buy |
1,169
+7
| +0.6% | +$485 | 0.01% | 166 |
|
|
2018
Q4 | $73K | Buy |
1,162
+8
| +0.7% | +$503 | 0.01% | 165 |
|
|
2018
Q3 | $74K | Sell |
1,154
-20
| -2% | -$1.28K | 0.01% | 156 |
|
|
2018
Q2 | $77K | Sell |
1,174
-42
| -3% | -$2.76K | 0.01% | 149 |
|
|
2018
Q1 | $81K | Sell |
1,216
-1,220
| -50% | -$81.3K | 0.01% | 136 |
|
|
2017
Q4 | $188K | Sell |
2,436
-143
| -6% | -$11K | 0.03% | 89 |
|
|
2017
Q3 | $187K | Sell |
2,579
-1,608
| -38% | -$117K | 0.03% | 81 |
|
|
2017
Q2 | $304K | Sell |
4,187
-553
| -12% | -$40.2K | 0.05% | 56 |
|
|
2017
Q1 | $351K | Buy |
4,740
+2,162
| +84% | +$160K | 0.07% | 52 |
|
|
2016
Q4 | $171K | Buy |
+2,578
| New | +$171K | 0.03% | 74 |
|
|
2013
Q3 | – | Sell |
-320
| Closed | -$18K | – | 56 |
|
|
2013
Q2 | $18K | Buy |
+320
| New | +$18K | 0.01% | 157 |
|