Concentric Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.24M | Hold |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.5M | Hold |
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|
2021
Q2 | $1.61M | Hold |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.46M | Sell |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $582K | Buy |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $507K | Buy |
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|
2018
Q3 | $570K | Buy |
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|
2018
Q2 | $552K | Buy |
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|
2018
Q1 | $610K | Buy |
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|
2017
Q4 | $642K | Buy |
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|
2017
Q3 | $619K | Buy |
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|
2017
Q2 | $630K | Buy |
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|
2017
Q1 | $622K | Sell |
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|
2016
Q4 | $559K | Buy |
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