CWM
Congress Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
171,109
-49
| -0% | -$4.45K | 0.15% | 166 |
|
|
2025
Q1 | $16M | Buy |
171,158
+12,089
| +8% | +$1.13M | 0.19% | 137 |
|
|
2024
Q4 | $14.5M | Buy |
159,069
+8,792
| +6% | +$799K | 0.2% | 150 |
|
|
2024
Q3 | $15.6M | Buy |
150,277
+8,618
| +6% | +$895K | 0.21% | 146 |
|
|
2024
Q2 | $13.7M | Sell |
141,659
-475
| -0.3% | -$46.1K | 0.22% | 136 |
|
|
2024
Q1 | $12.8M | Buy |
142,134
+42
| +0% | +$3.78K | 0.22% | 137 |
|
|
2023
Q4 | $11.3M | Sell |
142,092
-668
| -0.5% | -$53.2K | 0.21% | 139 |
|
|
2023
Q3 | $10.2M | Sell |
142,760
-926
| -0.6% | -$65.8K | 0.21% | 142 |
|
|
2023
Q2 | $11.1M | Buy |
143,686
+762
| +0.5% | +$58.7K | 0.26% | 122 |
|
|
2023
Q1 | $10.7M | Buy |
142,924
+7,419
| +5% | +$558K | 0.26% | 121 |
|
|
2022
Q4 | $10.7M | Buy |
135,505
+2,255
| +2% | +$178K | 0.27% | 115 |
|
|
2022
Q3 | $9.36M | Buy |
133,250
+5,442
| +4% | +$382K | 0.25% | 120 |
|
|
2022
Q2 | $10.2M | Buy |
127,808
+370
| +0.3% | +$29.7K | 0.26% | 108 |
|
|
2022
Q1 | $9.66M | Buy |
127,438
+6,689
| +6% | +$507K | 0.21% | 143 |
|
|
2021
Q4 | $10.3M | Buy |
+120,749
| New | +$10.3M | 0.21% | 143 |
|