CWM
Centric Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
19,611
+19
| +0.1% | +$1.61K | 0.4% | 73 |
|
|
2025
Q1 | $1.84M | Hold |
19,592
| – | – | 0.48% | 72 |
|
|
2024
Q4 | $1.78M | Hold |
19,592
| – | – | 0.48% | 64 |
|
|
2024
Q3 | $1.77M | Hold |
19,592
| – | – | 0.47% | 67 |
|
|
2024
Q2 | $1.95M | Hold |
19,592
| – | – | 0.56% | 54 |
|
|
2024
Q1 | $1.8M | Hold |
19,592
| – | – | 0.57% | 56 |
|
|
2023
Q4 | $1.65M | Hold |
19,592
| – | – | 0.54% | 55 |
|
|
2023
Q3 | $1.39M | Hold |
19,592
| – | – | 0.58% | 51 |
|
|
2023
Q2 | $1.49M | Sell |
19,592
-18
| -0.1% | -$1.37K | 0.59% | 46 |
|
|
2023
Q1 | $1.47M | Hold |
19,610
| – | – | 0.64% | 41 |
|
|
2022
Q4 | $1.55M | Hold |
19,610
| – | – | 0.78% | 35 |
|
|
2022
Q3 | $1.38M | Sell |
19,610
-8
| -0% | -$562 | 0.55% | 44 |
|
|
2022
Q2 | $1.57M | Sell |
19,618
-12
| -0.1% | -$962 | 0.58% | 45 |
|
|
2022
Q1 | $1.49M | Hold |
19,630
| – | – | 0.47% | 57 |
|
|
2021
Q4 | $1.68M | Buy |
19,630
+18
| +0.1% | +$1.54K | 0.55% | 45 |
|
|
2021
Q3 | $1.48M | Hold |
19,612
| – | – | 0.55% | 44 |
|
|
2021
Q2 | $1.6M | Sell |
19,612
-195
| -1% | -$15.9K | 0.55% | 42 |
|
|
2021
Q1 | $1.56M | Hold |
19,807
| – | – | 0.45% | 58 |
|
|
2020
Q4 | $1.69M | Sell |
19,807
-38
| -0.2% | -$3.25K | 0.53% | 51 |
|
|
2020
Q3 | $1.4M | Sell |
19,845
-65
| -0.3% | -$4.58K | 1.05% | 16 |
|
|
2020
Q2 | $1.46M | Buy |
19,910
+65
| +0.3% | +$4.76K | 0.76% | 33 |
|
|
2020
Q1 | $1.4M | Buy |
19,845
+103
| +0.5% | +$7.26K | 1.05% | 16 |
|
|
2019
Q4 | $1.36M | Sell |
19,742
-103
| -0.5% | -$7.09K | 1.08% | 21 |
|
|
2019
Q3 | $1.4M | Hold |
19,845
| – | – | 1.05% | 16 |
|
|
2019
Q2 | $1.42M | Buy |
19,845
+103
| +0.5% | +$7.38K | 1.24% | 13 |
|
|
2019
Q1 | $1.35M | Sell |
19,742
-10
| -0.1% | -$685 | 1.25% | 15 |
|
|
2018
Q4 | $1.18M | Buy |
+19,752
| New | +$1.18M | 1.03% | 16 |
|