Caldwell Trust’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
11,621
-400
2025
Q1
$1.13M Buy
12,021
+69
2024
Q4
$1.09M Sell
11,952
-1,968
2024
Q3
$1.45M Buy
13,920
+88
2024
Q2
$1.34M Sell
13,832
-891
2024
Q1
$1.33M Hold
14,723
2023
Q4
$1.17M Sell
14,723
-414
2023
Q3
$1.08M Sell
15,137
-100
2023
Q2
$1.17M Sell
15,237
-81
2023
Q1
$1.15M Sell
15,318
-651
2022
Q4
$1.26M Hold
15,969
2022
Q3
$1.12M Hold
15,969
2022
Q2
$1.28M Sell
15,969
-30
2022
Q1
$1.21M Sell
15,999
-101
2021
Q4
$1.37M Sell
16,100
-86
2021
Q3
$1.22M Sell
16,186
-1,300
2021
Q2
$1.42M Sell
17,486
-550
2021
Q1
$1.42M Hold
18,036
2020
Q4
$1.54M Buy
18,036
+130
2020
Q3
$1.38M Sell
17,906
-600
2020
Q2
$1.36M Sell
18,506
-200
2020
Q1
$1.24M Sell
18,706
-340
2019
Q4
$1.31M Buy
+19,046