BOK Financial Private Wealth’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 | $72.1K | Sell |
793
-144
| -15% | -$13.1K | ﹤0.01% | 226 |
|
|
2025
Q1 | $87.8K | Buy |
937
+128
| +16% | +$12K | 0.01% | 218 |
|
|
2024
Q4 | $73.5K | Buy |
809
+16
| +2% | +$1.46K | 0.01% | 232 |
|
|
2024
Q3 | $82.3K | Hold |
793
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $77K | Hold |
793
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $71.4K | Hold |
793
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $63.2K | Sell |
793
-1
| -0.1% | -$80 | 0.01% | 222 |
|
|
2023
Q3 | $56.5K | Hold |
794
| – | – | ﹤0.01% | 221 |
|
|
2023
Q2 | $61.2K | Hold |
794
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $59.7K | Sell |
794
-249
| -24% | -$18.7K | ﹤0.01% | 233 |
|
|
2022
Q4 | $82.2K | Hold |
1,043
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $73K | Hold |
1,043
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $84K | Sell |
1,043
-3,542
| -77% | -$285K | 0.01% | 214 |
|
|
2022
Q1 | $348K | Buy |
4,585
+890
| +24% | +$67.6K | 0.02% | 212 |
|
|
2021
Q4 | $315K | Buy |
3,695
+49
| +1% | +$4.18K | 0.02% | 217 |
|
|
2021
Q3 | $276K | Buy |
3,646
+506
| +16% | +$38.3K | 0.02% | 203 |
|
|
2021
Q2 | $255K | Buy |
+3,140
| New | +$255K | 0.02% | 196 |
|
|
2021
Q1 | – | Sell |
-2,649
| Closed | -$227K | – | 197 |
|
|
2020
Q4 | $227K | Buy |
+2,649
| New | +$227K | 0.02% | 168 |
|