Carson Wealth (CWM LLC)’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
32,945
-364
| -1% | -$33.1K | 0.01% | 789 |
|
|
2025
Q1 | $3.12M | Sell |
33,309
-17
| -0.1% | -$1.59K | 0.01% | 667 |
|
|
2024
Q4 | $3.03M | Sell |
33,326
-1,890
| -5% | -$172K | 0.01% | 621 |
|
|
2024
Q3 | $3.66M | Buy |
35,216
+7,861
| +29% | +$816K | 0.02% | 520 |
|
|
2024
Q2 | $2.66M | Buy |
27,355
+4,177
| +18% | +$405K | 0.01% | 570 |
|
|
2024
Q1 | $2.09M | Buy |
23,178
+889
| +4% | +$80K | 0.01% | 609 |
|
|
2023
Q4 | $1.78M | Buy |
22,289
+2,126
| +11% | +$169K | 0.01% | 602 |
|
|
2023
Q3 | $1.43M | Buy |
20,163
+1,099
| +6% | +$78.2K | 0.01% | 619 |
|
|
2023
Q2 | $1.47M | Buy |
19,064
+2,418
| +15% | +$186K | 0.01% | 592 |
|
|
2023
Q1 | $1.25M | Buy |
16,646
+567
| +4% | +$42.6K | 0.01% | 592 |
|
|
2022
Q4 | $1.27M | Sell |
16,079
-3,428
| -18% | -$270K | 0.01% | 541 |
|
|
2022
Q3 | $1.37M | Buy |
19,507
+1,893
| +11% | +$133K | 0.01% | 477 |
|
|
2022
Q2 | $1.41M | Buy |
17,614
+5,232
| +42% | +$419K | 0.01% | 470 |
|
|
2022
Q1 | $939K | Sell |
12,382
-260,377
| -95% | -$19.7M | 0.01% | 575 |
|
|
2021
Q4 | $23.3M | Buy |
+272,759
| New | +$23.3M | 0.16% | 129 |
|
|
2021
Q2 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2021
Q1 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2020
Q4 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2020
Q3 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2020
Q2 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2020
Q1 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2019
Q4 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2019
Q3 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2019
Q2 | $21.1M | Hold |
259,736
| – | – | 0.17% | 127 |
|
|
2019
Q1 | $21.1M | Buy |
259,736
+217,305
| +512% | +$17.7M | 0.17% | 127 |
|
|
2018
Q4 | $2.53M | Buy |
42,431
+32,387
| +322% | +$1.93M | 0.06% | 252 |
|
|
2018
Q3 | $672K | Buy |
10,044
+6,274
| +166% | +$420K | 0.02% | 348 |
|
|
2018
Q2 | $244K | Buy |
3,770
+62
| +2% | +$4.01K | 0.01% | 392 |
|
|
2018
Q1 | $266K | Sell |
3,708
-361
| -9% | -$25.9K | 0.01% | 339 |
|
|
2017
Q4 | $307K | Buy |
4,069
+833
| +26% | +$62.8K | 0.01% | 309 |
|
|
2017
Q3 | $236K | Sell |
3,236
-30
| -0.9% | -$2.19K | 0.01% | 309 |
|
|
2017
Q2 | $242K | Buy |
3,266
+88
| +3% | +$6.52K | 0.01% | 294 |
|
|
2017
Q1 | $233K | Sell |
3,178
-396
| -11% | -$29K | 0.01% | 279 |
|
|
2016
Q4 | $234K | Buy |
3,574
+2,306
| +182% | +$151K | 0.01% | 259 |
|
|
2016
Q3 | $94K | Hold |
1,268
| – | – | 0.01% | 341 |
|
|
2016
Q2 | $93K | Buy |
1,268
+100
| +9% | +$7.33K | 0.01% | 309 |
|
|
2016
Q1 | $83K | Sell |
1,168
-24
| -2% | -$1.71K | 0.01% | 298 |
|
|
2015
Q4 | $79K | Buy |
1,192
+24
| +2% | +$1.59K | 0.01% | 278 |
|
|
2015
Q3 | $74K | Buy |
+1,168
| New | +$74K | 0.01% | 258 |
|
|
2014
Q1 | – | Sell |
-1,255
| Closed | -$82K | – | 200 |
|
|
2013
Q4 | $82K | Buy |
1,255
+656
| +110% | +$42.9K | 0.01% | 202 |
|
|
2013
Q3 | $36K | Buy |
+599
| New | +$36K | 0.01% | 215 |
|