DWP
Daymark Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
22,947
-158
| -0.7% | -$14.4K | 0.08% | 178 |
|
|
2025
Q1 | $2.16M | Sell |
23,105
-545
| -2% | -$51.1K | 0.09% | 161 |
|
|
2024
Q4 | $2.15M | Sell |
23,650
-459
| -2% | -$41.7K | 0.09% | 161 |
|
|
2024
Q3 | $2.5M | Sell |
24,109
-444
| -2% | -$46.1K | 0.11% | 148 |
|
|
2024
Q2 | $2.38M | Buy |
24,553
+1,945
| +9% | +$189K | 0.11% | 144 |
|
|
2024
Q1 | $2.04M | Buy |
22,608
+164
| +0.7% | +$14.8K | 0.11% | 130 |
|
|
2023
Q4 | $1.79M | Buy |
22,444
+378
| +2% | +$30.1K | 0.11% | 134 |
|
|
2023
Q3 | $1.57M | Buy |
22,066
+9,967
| +82% | +$709K | 0.11% | 136 |
|
|
2023
Q2 | $932K | Buy |
12,099
+377
| +3% | +$29K | 0.07% | 176 |
|
|
2023
Q1 | $881K | Buy |
11,722
+1,384
| +13% | +$104K | 0.12% | 141 |
|
|
2022
Q4 | $815K | Buy |
+10,338
| New | +$815K | 0.14% | 111 |
|