BWM
BCS Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
12,846
+66
| +0.5% | +$6K | 0.25% | 84 |
|
|
2025
Q1 | $1.2M | Sell |
12,780
-1
| -0% | -$94 | 0.31% | 74 |
|
|
2024
Q4 | $1.16M | Buy |
+12,781
| New | +$1.16M | 0.29% | 76 |
|
|
2024
Q2 | – | Sell |
-12,791
| Closed | -$1.15M | – | 160 |
|
|
2024
Q1 | $1.15M | Hold |
12,791
| – | – | 0.37% | 62 |
|
|
2023
Q4 | $1.02M | Hold |
12,791
| – | – | 0.38% | 64 |
|
|
2023
Q3 | $910K | Buy |
+12,791
| New | +$910K | 0.38% | 66 |
|
|
2023
Q1 | – | Sell |
-12,778
| Closed | -$1.01M | – | 166 |
|
|
2022
Q4 | $1.01M | Hold |
12,778
| – | – | 0.42% | 62 |
|
|
2022
Q3 | $898K | Sell |
12,778
-11
| -0.1% | -$773 | 0.42% | 64 |
|
|
2022
Q2 | $1.03M | Buy |
12,789
+11
| +0.1% | +$882 | 0.46% | 53 |
|
|
2022
Q1 | $969K | Sell |
12,778
-67
| -0.5% | -$5.08K | 0.4% | 61 |
|
|
2021
Q4 | $1.1M | Buy |
12,845
+77
| +0.6% | +$6.57K | 0.39% | 59 |
|
|
2021
Q3 | $965K | Hold |
12,768
| – | – | 0.41% | 56 |
|
|
2021
Q2 | $1.04M | Hold |
12,768
| – | – | 0.55% | 41 |
|
|
2021
Q1 | $1.01M | Buy |
12,768
+1
| +0% | +$79 | 0.48% | 45 |
|
|
2020
Q4 | $1.09M | Sell |
12,767
-1,418
| -10% | -$121K | 0.57% | 39 |
|
|
2020
Q3 | $1.09M | Hold |
14,185
| – | – | 0.62% | 34 |
|
|
2020
Q2 | $1.04M | Hold |
14,185
| – | – | 0.62% | 32 |
|
|
2020
Q1 | $941K | Hold |
14,185
| – | – | 0.66% | 32 |
|
|
2019
Q4 | $977K | Buy |
+14,185
| New | +$977K | 0.65% | 33 |
|