BerganKDV Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $60.9K | Sell |
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|
2023
Q1 | $67.5K | Buy |
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|
2022
Q4 | $66.8K | Buy |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $67K | Sell |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $71K | Sell |
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|
2020
Q1 | $70K | Buy |
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|
2019
Q4 | $59K | Buy |
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|
2019
Q3 | $58K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $54K | Hold |
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|
2018
Q4 | $47K | Buy |
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