Connecticut Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,231
| Closed | -$203K | – | 306 |
|
|
2024
Q4 | $203K | Buy |
2,231
+109
| +5% | +$9.91K | 0.01% | 262 |
|
|
2024
Q3 | $220K | Hold |
2,122
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $206K | Buy |
+2,122
| New | +$206K | 0.01% | 312 |
|
|
2021
Q3 | – | Sell |
-3,176
| Closed | -$258K | – | 197 |
|
|
2021
Q2 | $258K | Sell |
3,176
-971
| -23% | -$78.9K | 0.02% | 165 |
|
|
2021
Q1 | $327K | Sell |
4,147
-83
| -2% | -$6.55K | 0.03% | 124 |
|
|
2020
Q4 | $362K | Sell |
4,230
-690
| -14% | -$59.1K | 0.04% | 137 |
|
|
2020
Q3 | $380K | Buy |
4,920
+179
| +4% | +$13.8K | 0.04% | 143 |
|
|
2020
Q2 | $347K | Sell |
4,741
-38
| -0.8% | -$2.78K | 0.04% | 108 |
|
|
2020
Q1 | $317K | Sell |
4,779
-264
| -5% | -$17.5K | 0.05% | 116 |
|
|
2019
Q4 | $347K | Sell |
5,043
-239
| -5% | -$16.4K | 0.04% | 130 |
|
|
2019
Q3 | $388K | Sell |
5,282
-338
| -6% | -$24.8K | 0.05% | 114 |
|
|
2019
Q2 | $403K | Buy |
5,620
+4
| +0.1% | +$287 | 0.05% | 109 |
|
|
2019
Q1 | $385K | Sell |
5,616
-182
| -3% | -$12.5K | 0.13% | 51 |
|
|
2018
Q4 | $345K | Sell |
5,798
-317
| -5% | -$18.9K | 0.15% | 49 |
|
|
2018
Q3 | $410K | Buy |
6,115
+3
| +0% | +$201 | 0.18% | 46 |
|
|
2018
Q2 | $395K | Sell |
6,112
-57
| -0.9% | -$3.68K | 0.19% | 43 |
|
|
2018
Q1 | $433K | Buy |
6,169
+455
| +8% | +$31.9K | 0.25% | 39 |
|
|
2017
Q4 | $432K | Buy |
5,714
+2
| +0% | +$151 | 0.23% | 38 |
|
|
2017
Q3 | $413K | Buy |
5,712
+323
| +6% | +$23.4K | 0.24% | 41 |
|
|
2017
Q2 | $394K | Sell |
5,389
-35
| -0.6% | -$2.56K | 0.24% | 41 |
|
|
2017
Q1 | $398K | Buy |
5,424
+39
| +0.7% | +$2.86K | 0.24% | 42 |
|
|
2016
Q4 | $352K | Buy |
5,385
+3
| +0.1% | +$196 | 0.22% | 42 |
|
|
2016
Q3 | $392K | Buy |
+5,382
| New | +$392K | 0.28% | 36 |
|