Capstone Wealth Management Group (Pennsylvania)’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
4,939
-5
| -0.1% | -$454 | 0.43% | 36 |
|
|
2025
Q1 | $463K | Sell |
4,944
-4,364
| -47% | -$409K | 0.26% | 51 |
|
|
2024
Q4 | $846K | Sell |
9,308
-212
| -2% | -$19.3K | 0.45% | 51 |
|
|
2024
Q3 | $988K | Buy |
9,520
+292
| +3% | +$30.3K | 0.59% | 38 |
|
|
2024
Q2 | $895K | Sell |
9,228
-22
| -0.2% | -$2.14K | 0.59% | 41 |
|
|
2024
Q1 | $833K | Buy |
9,250
+1,670
| +22% | +$150K | 0.6% | 43 |
|
|
2023
Q4 | $604K | Buy |
7,580
+3,019
| +66% | +$241K | 0.57% | 35 |
|
|
2023
Q3 | $324K | Buy |
4,561
+28
| +0.6% | +$1.99K | 0.34% | 47 |
|
|
2023
Q2 | $349K | Buy |
4,533
+27
| +0.6% | +$2.08K | 0.36% | 46 |
|
|
2023
Q1 | $339K | Buy |
4,506
+28
| +0.6% | +$2.1K | 0.38% | 44 |
|
|
2022
Q4 | $353K | Buy |
4,478
+28
| +0.6% | +$2.21K | 0.38% | 47 |
|
|
2022
Q3 | $313K | Buy |
4,450
+25
| +0.6% | +$1.76K | 0.4% | 46 |
|
|
2022
Q2 | $355K | Buy |
4,425
+27
| +0.6% | +$2.17K | 0.43% | 45 |
|
|
2022
Q1 | $334K | Buy |
4,398
+24
| +0.5% | +$1.82K | 0.33% | 49 |
|
|
2021
Q4 | $373K | Buy |
+4,374
| New | +$373K | 0.3% | 56 |
|