BSW Wealth Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $313K | Sell |
3,675
-511
| -12% | -$45.5K | 0.04% | 242 |
|
|
2025
Q4 | $331K | Buy |
4,186
+197
| +5% | +$15.4K | 0.04% | 228 |
|
|
2025
Q3 | $319K | Sell |
3,989
-941
| -19% | -$80.3K | 0.04% | 244 |
|
|
2025
Q2 | $448K | Sell |
4,930
-503
| -9% | -$45.9K | 0.06% | 181 |
|
|
2025
Q1 | $509K | Buy |
5,433
+13
| +0.2% | +$1.16K | 0.08% | 150 |
|
|
2024
Q4 | $493K | Sell |
5,420
-100
| -2% | -$9.54K | 0.07% | 165 |
|
|
2024
Q3 | $573K | Buy |
5,520
+933
| +20% | +$95.1K | 0.09% | 136 |
|
|
2024
Q2 | $445K | Sell |
4,587
-191
| -4% | -$17.6K | 0.07% | 147 |
|
|
2024
Q1 | $430K | Sell |
4,778
-176
| -4% | -$14.9K | 0.07% | 156 |
|
|
2023
Q4 | $395K | Buy |
4,954
+542
| +12% | +$40.8K | 0.08% | 149 |
|
|
2023
Q3 | $314K | Buy |
4,412
+529
| +14% | +$39.6K | 0.07% | 167 |
|
|
2023
Q2 | $299K | Sell |
3,883
-8
| -0.2% | -$619 | 0.06% | 186 |
|
|
2023
Q1 | $292K | Sell |
3,891
-1,387
| -26% | -$103K | 0.06% | 221 |
|
|
2022
Q4 | $416K | Buy |
5,278
+614
| +13% | +$46K | 0.09% | 160 |
|
|
2022
Q3 | $328K | Buy |
4,664
+223
| +5% | +$17.5K | 0.08% | 164 |
|
|
2022
Q2 | $356K | Sell |
4,441
-19
| -0.4% | -$1.49K | 0.09% | 164 |
|
|
2022
Q1 | $338K | Buy |
4,460
+11
| +0.2% | +$871 | 0.09% | 186 |
|
|
2021
Q4 | $380K | Buy |
4,449
+99
| +2% | +$7.73K | 0.1% | 157 |
|
|
2021
Q3 | $329K | Buy |
4,350
+10
| +0.2% | +$794 | 0.09% | 167 |
|
|
2021
Q2 | $353K | Sell |
4,340
-42
| -1% | -$3.43K | 0.1% | 147 |
|
|
2021
Q1 | $345K | Buy |
4,382
+29
| +0.7% | +$2.27K | 0.1% | 125 |
|
|
2020
Q4 | $372K | Buy |
4,353
+540
| +14% | +$44.7K | 0.11% | 103 |
|
|
2020
Q3 | $294K | Sell |
3,813
-511
| -12% | -$39K | 0.11% | 103 |
|
|
2020
Q2 | $317K | Buy |
4,324
+257
| +6% | +$18.3K | 0.11% | 95 |
|
|
2020
Q1 | $270K | Sell |
4,067
-6
| -0.1% | -$423 | 0.11% | 89 |
|
|
2019
Q4 | $280K | Buy |
4,073
+102
| +3% | +$6.95K | 0.1% | 101 |
|
|
2019
Q3 | $292K | Buy |
3,971
+152
| +4% | +$11K | 0.11% | 76 |
|
|
2019
Q2 | $274K | Buy |
3,819
+113
| +3% | +$8.02K | 0.1% | 83 |
|
|
2019
Q1 | $254K | Buy |
3,706
+17
| +0.5% | +$1.1K | 0.1% | 75 |
|
|
2018
Q4 | $220K | Sell |
3,689
-27
| -0.7% | -$1.69K | 0.08% | 79 |
|
|
2018
Q3 | $249K | Hold |
3,716
| – | – | 0.09% | 105 |
|
|
2018
Q2 | $241K | Hold |
3,716
| – | – | 0.1% | 75 |
|
|
2018
Q1 | $266K | Sell |
3,716
-66
| -2% | -$4.75K | 0.12% | 67 |
|
|
2017
Q4 | $285K | Buy |
3,782
+9
| +0.2% | +$657 | 0.12% | 65 |
|
|
2017
Q3 | $275K | Buy |
3,773
+9
| +0.2% | +$649 | 0.12% | 65 |
|
|
2017
Q2 | $279K | Buy |
+3,764
| New | +$279K | 0.13% | 63 |
|
Other funds holding CL
VCM
DAM
VPM
