BWM
BerganKDV Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $60.9K | Sell |
790
-108
| -12% | -$8.32K | 0.01% | 358 |
|
|
2023
Q1 | $67.5K | Buy |
898
+51
| +6% | +$3.84K | 0.01% | 359 |
|
|
2022
Q4 | $66.8K | Buy |
847
+8
| +1% | +$631 | 0.01% | 352 |
|
|
2022
Q3 | $59K | Sell |
839
-16
| -2% | -$1.13K | 0.01% | 356 |
|
|
2022
Q2 | $69K | Hold |
855
| – | – | 0.01% | 349 |
|
|
2022
Q1 | $65K | Sell |
855
-1,016
| -54% | -$77.2K | 0.01% | 364 |
|
|
2021
Q4 | $160K | Buy |
1,871
+1,016
| +119% | +$86.9K | 0.02% | 279 |
|
|
2021
Q3 | $65K | Buy |
855
+1
| +0.1% | +$76 | 0.01% | 366 |
|
|
2021
Q2 | $70K | Hold |
854
| – | – | 0.01% | 347 |
|
|
2021
Q1 | $67K | Sell |
854
-400
| -32% | -$31.4K | 0.01% | 338 |
|
|
2020
Q4 | $107K | Buy |
1,254
+403
| +47% | +$34.4K | 0.02% | 270 |
|
|
2020
Q3 | $66K | Sell |
851
-121
| -12% | -$9.38K | 0.01% | 307 |
|
|
2020
Q2 | $71K | Sell |
972
-82
| -8% | -$5.99K | 0.01% | 310 |
|
|
2020
Q1 | $70K | Buy |
1,054
+203
| +24% | +$13.5K | 0.01% | 284 |
|
|
2019
Q4 | $59K | Buy |
851
+61
| +8% | +$4.23K | 0.01% | 329 |
|
|
2019
Q3 | $58K | Hold |
790
| – | – | 0.01% | 317 |
|
|
2019
Q2 | $57K | Hold |
790
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $54K | Hold |
790
| – | – | 0.01% | 330 |
|
|
2018
Q4 | $47K | Buy |
+790
| New | +$47K | 0.01% | 304 |
|