Brandywine Oak Private Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,310
| Closed | -$210K | – | 236 |
|
|
2025
Q2 | $210K | Sell |
2,310
-100
| -4% | -$9.13K | 0.02% | 229 |
|
|
2025
Q1 | $226K | Sell |
2,410
-403
| -14% | -$36.1K | 0.02% | 209 |
|
|
2024
Q4 | $256K | Sell |
2,813
-90
| -3% | -$8.59K | 0.03% | 198 |
|
|
2024
Q3 | $301K | Buy |
2,903
+92
| +3% | +$9.38K | 0.03% | 195 |
|
|
2024
Q2 | $273K | Hold |
2,811
| – | – | 0.03% | 200 |
|
|
2024
Q1 | $253K | Buy |
2,811
+100
| +4% | +$8.47K | 0.03% | 207 |
|
|
2023
Q4 | $216K | Buy |
+2,711
| New | +$204K | 0.02% | 218 |
|
|
2023
Q3 | – | Sell |
-2,779
| Closed | -$214K | – | 233 |
|
|
2023
Q2 | $214K | Sell |
2,779
-840
| -23% | -$65K | 0.02% | 233 |
|
|
2023
Q1 | $272K | Buy |
3,619
+5
| +0.1% | +$372 | 0.03% | 209 |
|
|
2022
Q4 | $285K | Sell |
3,614
-2,060
| -36% | -$154K | 0.04% | 205 |
|
|
2022
Q3 | $398K | Buy |
5,674
+5
| +0.1% | +$392 | 0.05% | 179 |
|
|
2022
Q2 | $454K | Buy |
5,669
+72
| +1% | +$5.63K | 0.06% | 185 |
|
|
2022
Q1 | $424K | Sell |
5,597
-808
| -13% | -$64K | 0.05% | 215 |
|
|
2021
Q4 | $546K | Sell |
6,405
-39
| -0.6% | -$3.04K | 0.06% | 194 |
|
|
2021
Q3 | $487K | Sell |
6,444
-1,044
| -14% | -$82.9K | 0.06% | 196 |
|
|
2021
Q2 | $609K | Buy |
7,488
+1,026
| +16% | +$83.9K | 0.07% | 174 |
|
|
2021
Q1 | $509K | Sell |
6,462
-101
| -2% | -$7.92K | 0.08% | 148 |
|
|
2020
Q4 | $561K | Buy |
6,563
+186
| +3% | +$15.4K | 0.09% | 139 |
|
|
2020
Q3 | $492K | Buy |
6,377
+383
| +6% | +$29.2K | 0.08% | 141 |
|
|
2020
Q2 | $439K | Buy |
5,994
+1,365
| +29% | +$97K | 0.08% | 147 |
|
|
2020
Q1 | $307K | Buy |
4,629
+4
| +0.1% | +$282 | 0.06% | 154 |
|
|
2019
Q4 | $318K | Buy |
4,625
+5
| +0.1% | +$341 | 0.06% | 173 |
|
|
2019
Q3 | $339K | Buy |
4,620
+5
| +0.1% | +$363 | 0.06% | 150 |
|
|
2019
Q2 | $330K | Buy |
4,615
+4
| +0.1% | +$284 | 0.07% | 149 |
|
|
2019
Q1 | $316K | Buy |
4,611
+127
| +3% | +$8.2K | 0.07% | 151 |
|
|
2018
Q4 | $266K | Buy |
+4,484
| New | +$281K | 0.06% | 160 |
|
Other funds holding CL
