BSW Wealth Partners’s Colgate-Palmolive CL Stock Holding History

BSW Wealth Partners’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$448K	Sell	4,930 -503	-9%	-$45.7K	0.06%	181
2025 Q1	$509K	Buy	5,433 +13	+0.2%	+$1.22K	0.08%	150
2024 Q4	$493K	Sell	5,420 -100	-2%	-$9.09K	0.07%	165
2024 Q3	$573K	Buy	5,520 +933	+20%	+$96.9K	0.09%	131
2024 Q2	$445K	Sell	4,587 -191	-4%	-$18.5K	0.07%	147
2024 Q1	$430K	Sell	4,778 -176	-4%	-$15.9K	0.07%	156
2023 Q4	$395K	Buy	4,954 +542	+12%	+$43.2K	0.08%	149
2023 Q3	$314K	Buy	4,412 +529	+14%	+$37.6K	0.07%	167
2023 Q2	$299K	Sell	3,883 -8	-0.2%	-$616	0.06%	186
2023 Q1	$292K	Sell	3,891 -1,387	-26%	-$104K	0.06%	221
2022 Q4	$416K	Buy	5,278 +614	+13%	+$48.4K	0.09%	160
2022 Q3	$328K	Buy	4,664 +223	+5%	+$15.7K	0.08%	164
2022 Q2	$356K	Sell	4,441 -19	-0.4%	-$1.52K	0.09%	164
2022 Q1	$338K	Buy	4,460 +11	+0.2%	+$834	0.09%	186
2021 Q4	$380K	Buy	4,449 +99	+2%	+$8.46K	0.1%	157
2021 Q3	$329K	Buy	4,350 +10	+0.2%	+$756	0.09%	167
2021 Q2	$353K	Sell	4,340 -42	-1%	-$3.42K	0.1%	147
2021 Q1	$345K	Buy	4,382 +29	+0.7%	+$2.28K	0.1%	125
2020 Q4	$372K	Buy	4,353 +540	+14%	+$46.1K	0.11%	103
2020 Q3	$294K	Sell	3,813 -511	-12%	-$39.4K	0.11%	103
2020 Q2	$317K	Buy	4,324 +257	+6%	+$18.8K	0.11%	95
2020 Q1	$270K	Sell	4,067 -6	-0.1%	-$398	0.11%	89
2019 Q4	$280K	Buy	4,073 +102	+3%	+$7.01K	0.1%	101
2019 Q3	$292K	Buy	3,971 +152	+4%	+$11.2K	0.11%	76
2019 Q2	$274K	Buy	3,819 +113	+3%	+$8.11K	0.1%	83
2019 Q1	$254K	Buy	3,706 +17	+0.5%	+$1.17K	0.1%	75
2018 Q4	$220K	Sell	3,689 -27	-0.7%	-$1.61K	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%	-$4.72K	0.12%	67
2017 Q4	$285K	Buy	3,782 +9	+0.2%	+$678	0.12%	65
2017 Q3	$275K	Buy	3,773 +9	+0.2%	+$656	0.12%	65
2017 Q2	$279K	Buy	+3,764	New	+$279K	0.13%	63