Capital Wealth Planning’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,607
| Closed | -$328K | – | 144 |
|
2024
Q4 | $328K | Buy |
3,607
+1,612
| +81% | +$147K | ﹤0.01% | 114 |
|
2024
Q3 | $207K | Buy |
+1,995
| New | +$207K | ﹤0.01% | 132 |
|
2015
Q2 | – | Sell |
-12,000
| Closed | -$832K | – | 108 |
|
2015
Q1 | $832K | Sell |
12,000
-11,995
| -50% | -$832K | 0.43% | 51 |
|
2014
Q4 | $1.66M | Buy |
23,995
+3,020
| +14% | +$209K | 0.77% | 25 |
|
2014
Q3 | $1.37M | Hold |
20,975
| – | – | 0.55% | 36 |
|
2014
Q2 | $1.43M | Hold |
20,975
| – | – | 0.53% | 38 |
|
2014
Q1 | $1.36M | Buy |
+20,975
| New | +$1.36M | 0.59% | 35 |
|
2013
Q4 | – | Sell |
-13,685
| Closed | -$811K | – | 60 |
|
2013
Q3 | $811K | Buy |
+13,685
| New | +$811K | 0.37% | 46 |
|