BW
Bison Wealth’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,567
| Closed | -$578K | – | 337 |
|
|
2024
Q3 | $578K | Sell |
5,567
-552
| -9% | -$57.3K | 0.09% | 214 |
|
|
2024
Q2 | $551K | Hold |
6,119
| – | – | 0.09% | 227 |
|
|
2024
Q1 | $551K | Buy |
6,119
+363
| +6% | +$32.7K | 0.09% | 227 |
|
|
2023
Q4 | $459K | Buy |
5,756
+290
| +5% | +$23.1K | 0.08% | 247 |
|
|
2023
Q3 | $389K | Sell |
5,466
-507
| -8% | -$36.1K | 0.08% | 255 |
|
|
2023
Q2 | $460K | Buy |
5,973
+1,760
| +42% | +$136K | 0.09% | 230 |
|
|
2023
Q1 | $344K | Sell |
4,213
-502
| -11% | -$41K | 0.11% | 185 |
|
|
2022
Q4 | $344K | Sell |
4,715
-457
| -9% | -$33.3K | 0.11% | 195 |
|
|
2022
Q3 | $363K | Buy |
5,172
+2
| +0% | +$140 | 0.14% | 181 |
|
|
2022
Q2 | $414K | Sell |
5,170
-1
| -0% | -$80 | 0.24% | 113 |
|
|
2022
Q1 | $392K | Buy |
5,171
+13
| +0.3% | +$985 | 0.2% | 136 |
|
|
2021
Q4 | $440K | Sell |
5,158
-562
| -10% | -$47.9K | 0.26% | 105 |
|
|
2021
Q3 | $432K | Buy |
5,720
+126
| +2% | +$9.52K | 0.2% | 128 |
|
|
2021
Q2 | $455K | Sell |
5,594
-846
| -13% | -$68.8K | 0.2% | 133 |
|
|
2021
Q1 | $508K | Buy |
6,440
+480
| +8% | +$37.9K | 0.22% | 122 |
|
|
2020
Q4 | $510K | Buy |
5,960
+66
| +1% | +$5.65K | 0.24% | 99 |
|
|
2020
Q3 | $455K | Sell |
5,894
-2,000
| -25% | -$154K | 0.27% | 96 |
|
|
2020
Q2 | $578K | Sell |
7,894
-162
| -2% | -$11.9K | 0.37% | 71 |
|
|
2020
Q1 | $535K | Sell |
8,056
-91
| -1% | -$6.04K | 0.39% | 68 |
|
|
2019
Q4 | $561K | Buy |
8,147
+445
| +6% | +$30.6K | 0.27% | 95 |
|
|
2019
Q3 | $566K | Hold |
7,702
| – | – | 0.31% | 83 |
|
|
2019
Q2 | $552K | Buy |
7,702
+45
| +0.6% | +$3.23K | 0.32% | 87 |
|
|
2019
Q1 | $525K | Buy |
7,657
+618
| +9% | +$42.4K | 0.32% | 86 |
|
|
2018
Q4 | $419K | Hold |
7,039
| – | – | 0.3% | 93 |
|
|
2018
Q3 | $471K | Buy |
7,039
+141
| +2% | +$9.44K | 0.31% | 96 |
|
|
2018
Q2 | $447K | Buy |
6,898
+190
| +3% | +$12.3K | 0.33% | 89 |
|
|
2018
Q1 | $481K | Buy |
6,708
+260
| +4% | +$18.6K | 0.37% | 75 |
|
|
2017
Q4 | $487K | Buy |
6,448
+70
| +1% | +$5.29K | 0.36% | 78 |
|
|
2017
Q3 | $465K | Sell |
6,378
-155
| -2% | -$11.3K | 0.37% | 77 |
|
|
2017
Q2 | $484K | Hold |
6,533
| – | – | 0.4% | 72 |
|
|
2017
Q1 | $478K | Hold |
6,533
| – | – | 0.41% | 68 |
|
|
2016
Q4 | $428K | Buy |
6,533
+326
| +5% | +$21.4K | 0.36% | 71 |
|
|
2016
Q3 | $460K | Sell |
6,207
-109
| -2% | -$8.08K | 0.39% | 76 |
|
|
2016
Q2 | $460K | Sell |
6,316
-3,239
| -34% | -$236K | 0.28% | 109 |
|
|
2016
Q1 | $671K | Sell |
9,555
-739
| -7% | -$51.9K | 0.43% | 72 |
|
|
2015
Q4 | $682K | Buy |
10,294
+5
| +0% | +$331 | 0.39% | 83 |
|
|
2015
Q3 | $649K | Hold |
10,289
| – | – | 0.43% | 75 |
|
|
2015
Q2 | $669K | Buy |
10,289
+58
| +0.6% | +$3.77K | 0.39% | 84 |
|
|
2015
Q1 | $709K | Buy |
10,231
+3,600
| +54% | +$249K | 0.43% | 74 |
|
|
2014
Q4 | $459K | Buy |
+6,631
| New | +$459K | 0.35% | 96 |
|