Concord Wealth Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $12.7K | Sell |
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|
2023
Q2 | $24K | Buy |
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|
2023
Q1 | $15.4K | Sell |
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|
2022
Q4 | $55K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $72K | Sell |
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|
2021
Q2 | $185K | Sell |
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|
2021
Q1 | $190K | Buy |
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|
2020
Q4 | $23K | Buy |
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