Bogart Wealth LLC’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
7,125
-15
| -0.2% | -$1.36K | 0.03% | 147 |
|
|
2025
Q1 | $669K | Sell |
7,140
-61
| -0.8% | -$5.72K | 0.03% | 139 |
|
|
2024
Q4 | $655K | Hold |
7,201
| – | – | 0.03% | 140 |
|
|
2024
Q3 | $748K | Hold |
7,201
| – | – | 0.04% | 135 |
|
|
2024
Q2 | $699K | Buy |
7,201
+200
| +3% | +$19.4K | 0.04% | 133 |
|
|
2024
Q1 | $630K | Buy |
7,001
+7
| +0.1% | +$630 | 0.03% | 130 |
|
|
2023
Q4 | $558K | Buy |
6,994
+50
| +0.7% | +$3.99K | 0.03% | 141 |
|
|
2023
Q3 | $494K | Hold |
6,944
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $535K | Buy |
6,944
+1,199
| +21% | +$92.4K | 0.03% | 139 |
|
|
2023
Q1 | $432K | Sell |
5,745
-575
| -9% | -$43.2K | 0.03% | 141 |
|
|
2022
Q4 | $498K | Hold |
6,320
| – | – | 0.03% | 138 |
|
|
2022
Q3 | $444K | Hold |
6,320
| – | – | 0.04% | 128 |
|
|
2022
Q2 | $506K | Hold |
6,320
| – | – | 0.04% | 125 |
|
|
2022
Q1 | $479K | Sell |
6,320
-351
| -5% | -$26.6K | 0.04% | 122 |
|
|
2021
Q4 | $569K | Hold |
6,671
| – | – | 0.05% | 118 |
|
|
2021
Q3 | $504K | Sell |
6,671
-181
| -3% | -$13.7K | 0.05% | 113 |
|
|
2021
Q2 | $557K | Sell |
6,852
-123
| -2% | -$10K | 0.06% | 110 |
|
|
2021
Q1 | $550K | Sell |
6,975
-7,666
| -52% | -$604K | 0.08% | 106 |
|
|
2020
Q4 | $1.25M | Buy |
14,641
+1,813
| +14% | +$155K | 0.23% | 75 |
|
|
2020
Q3 | $989K | Buy |
12,828
+1,126
| +10% | +$86.8K | 0.22% | 68 |
|
|
2020
Q2 | $857K | Buy |
11,702
+1,064
| +10% | +$77.9K | 0.2% | 65 |
|
|
2020
Q1 | $706K | Buy |
10,638
+5,094
| +92% | +$338K | 0.19% | 68 |
|
|
2019
Q4 | $382K | Buy |
5,544
+4,992
| +904% | +$344K | 0.12% | 86 |
|
|
2019
Q3 | $41K | Hold |
552
| – | – | 0.02% | 166 |
|
|
2019
Q2 | $39K | Sell |
552
-100
| -15% | -$7.07K | 0.02% | 156 |
|
|
2019
Q1 | $44K | Buy |
652
+104
| +19% | +$7.02K | 0.02% | 150 |
|
|
2018
Q4 | $32K | Buy |
548
+3
| +0.6% | +$175 | 0.02% | 167 |
|
|
2018
Q3 | $37K | Sell |
545
-21
| -4% | -$1.43K | 0.02% | 155 |
|
|
2018
Q2 | $36K | Buy |
+566
| New | +$36K | 0.02% | 160 |
|