CCWM
Cassaday & Co Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
3,960
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $371K | Hold |
3,960
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $360K | Hold |
3,960
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $411K | Sell |
3,960
-12
| -0.3% | -$1.25K | 0.01% | 204 |
|
|
2024
Q2 | $385K | Sell |
3,972
-19
| -0.5% | -$1.84K | 0.01% | 201 |
|
|
2024
Q1 | $359K | Buy |
3,991
+31
| +0.8% | +$2.79K | 0.01% | 203 |
|
|
2023
Q4 | $316K | Hold |
3,960
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $282K | Buy |
3,960
+829
| +26% | +$59K | 0.01% | 200 |
|
|
2023
Q2 | $241K | Sell |
3,131
-823
| -21% | -$63.4K | 0.01% | 224 |
|
|
2023
Q1 | $297K | Hold |
3,954
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $312K | Buy |
+3,954
| New | +$312K | 0.01% | 195 |
|