Caldwell Trust’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 | $1.3M | Sell |
15,219
-32
| -0.2% | -$2.85K | 0.12% | 144 |
|
|
2025
Q4 | $1.21M | Hold |
15,251
| – | – | 0.11% | 151 |
|
|
2025
Q3 | $1.22M | Buy |
15,251
+3,630
| +31% | +$310K | 0.11% | 155 |
|
|
2025
Q2 | $1.06M | Sell |
11,621
-400
| -3% | -$36.5K | 0.11% | 161 |
|
|
2025
Q1 | $1.13M | Buy |
12,021
+69
| +0.6% | +$6.18K | 0.12% | 150 |
|
|
2024
Q4 | $1.09M | Sell |
11,952
-1,968
| -14% | -$188K | 0.11% | 147 |
|
|
2024
Q3 | $1.45M | Buy |
13,920
+88
| +0.6% | +$8.97K | 0.15% | 126 |
|
|
2024
Q2 | $1.34M | Sell |
13,832
-891
| -6% | -$82.2K | 0.15% | 127 |
|
|
2024
Q1 | $1.33M | Hold |
14,723
| – | – | 0.15% | 126 |
|
|
2023
Q4 | $1.17M | Sell |
14,723
-414
| -3% | -$31.1K | 0.15% | 125 |
|
|
2023
Q3 | $1.08M | Sell |
15,137
-100
| -0.7% | -$7.48K | 0.15% | 126 |
|
|
2023
Q2 | $1.17M | Sell |
15,237
-81
| -0.5% | -$6.27K | 0.15% | 127 |
|
|
2023
Q1 | $1.15M | Sell |
15,318
-651
| -4% | -$48.4K | 0.16% | 126 |
|
|
2022
Q4 | $1.26M | Hold |
15,969
| – | – | 0.18% | 116 |
|
|
2022
Q3 | $1.12M | Hold |
15,969
| – | – | 0.17% | 118 |
|
|
2022
Q2 | $1.28M | Sell |
15,969
-30
| -0.2% | -$2.35K | 0.18% | 111 |
|
|
2022
Q1 | $1.21M | Sell |
15,999
-101
| -0.6% | -$8K | 0.14% | 123 |
|
|
2021
Q4 | $1.37M | Sell |
16,100
-86
| -0.5% | -$6.72K | 0.16% | 115 |
|
|
2021
Q3 | $1.22M | Sell |
16,186
-1,300
| -7% | -$103K | 0.15% | 120 |
|
|
2021
Q2 | $1.42M | Sell |
17,486
-550
| -3% | -$45K | 0.19% | 101 |
|
|
2021
Q1 | $1.42M | Hold |
18,036
| – | – | 0.2% | 102 |
|
|
2020
Q4 | $1.54M | Buy |
18,036
+130
| +0.7% | +$10.8K | 0.23% | 93 |
|
|
2020
Q3 | $1.38M | Sell |
17,906
-600
| -3% | -$45.7K | 0.23% | 96 |
|
|
2020
Q2 | $1.36M | Sell |
18,506
-200
| -1% | -$14.2K | 0.23% | 97 |
|
|
2020
Q1 | $1.24M | Sell |
18,706
-340
| -2% | -$24K | 0.24% | 92 |
|
|
2019
Q4 | $1.31M | Buy |
+19,046
| New | +$1.3M | 0.2% | 106 |
|
Other funds holding CL
VCM
DAM
VPM
