BWM
BKM Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Sell |
9,852
-339
| -3% | -$30.8K | 0.35% | 76 |
|
|
2025
Q1 | $955K | Buy |
10,191
+1,900
| +23% | +$178K | 0.39% | 64 |
|
|
2024
Q4 | $754K | Sell |
8,291
-710
| -8% | -$64.5K | 0.31% | 81 |
|
|
2024
Q3 | $934K | Sell |
9,001
-542
| -6% | -$56.3K | 0.38% | 70 |
|
|
2024
Q2 | $926K | Buy |
9,543
+1,162
| +14% | +$113K | 0.45% | 68 |
|
|
2024
Q1 | $755K | Buy |
8,381
+1,354
| +19% | +$122K | 0.32% | 81 |
|
|
2023
Q4 | $560K | Buy |
+7,027
| New | +$560K | 0.24% | 94 |
|