CWP
Concord Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
14,504
-1,681
| -10% | -$153K | 0.19% | 113 |
|
|
2025
Q1 | $1.52M | Sell |
16,185
-1,629
| -9% | -$153K | 0.25% | 94 |
|
|
2024
Q4 | $1.62M | Buy |
17,814
+6,196
| +53% | +$563K | 0.27% | 80 |
|
|
2024
Q3 | $1.21M | Buy |
11,618
+872
| +8% | +$90.5K | 0.2% | 87 |
|
|
2024
Q2 | $1.04M | Buy |
10,746
+3,650
| +51% | +$354K | 0.18% | 98 |
|
|
2024
Q1 | $639K | Buy |
7,096
+1,163
| +20% | +$105K | 0.12% | 126 |
|
|
2023
Q4 | $473K | Buy |
5,933
+5,754
| +3,215% | +$459K | 0.09% | 133 |
|
|
2023
Q3 | $12.7K | Sell |
179
-133
| -43% | -$9.46K | ﹤0.01% | 581 |
|
|
2023
Q2 | $24K | Buy |
312
+107
| +52% | +$8.24K | 0.01% | 476 |
|
|
2023
Q1 | $15.4K | Sell |
205
-493
| -71% | -$37K | ﹤0.01% | 532 |
|
|
2022
Q4 | $55K | Buy |
+698
| New | +$55K | 0.02% | 363 |
|
|
2022
Q3 | – | Sell |
-2,609
| Closed | -$209K | – | 324 |
|
|
2022
Q2 | $209K | Sell |
2,609
-101
| -4% | -$8.09K | 0.06% | 157 |
|
|
2022
Q1 | $205K | Buy |
2,710
+151
| +6% | +$11.4K | 0.05% | 177 |
|
|
2021
Q4 | $218K | Buy |
2,559
+1,606
| +169% | +$137K | 0.05% | 174 |
|
|
2021
Q3 | $72K | Sell |
953
-1,323
| -58% | -$100K | 0.03% | 168 |
|
|
2021
Q2 | $185K | Sell |
2,276
-136
| -6% | -$11.1K | 0.05% | 147 |
|
|
2021
Q1 | $190K | Buy |
2,412
+2,145
| +803% | +$169K | 0.06% | 137 |
|
|
2020
Q4 | $23K | Buy |
+267
| New | +$23K | 0.02% | 292 |
|