DWM
Destination Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5M | Buy |
511,873
+4,763
| +0.9% | +$433K | 1.36% | 24 |
|
|
2025
Q1 | $47.5M | Buy |
507,110
+8,438
| +2% | +$791K | 1.5% | 23 |
|
|
2024
Q4 | $45.3M | Sell |
498,672
-744
| -0.1% | -$67.6K | 1.42% | 24 |
|
|
2024
Q3 | $51.8M | Sell |
499,416
-8,195
| -2% | -$851K | 1.61% | 20 |
|
|
2024
Q2 | $49.3M | Sell |
507,611
-9,360
| -2% | -$908K | 1.63% | 21 |
|
|
2024
Q1 | $46.6M | Buy |
516,971
+4,138
| +0.8% | +$373K | 1.55% | 24 |
|
|
2023
Q4 | $40.9M | Sell |
512,833
-5,333
| -1% | -$425K | 1.42% | 25 |
|
|
2023
Q3 | $36.8M | Buy |
518,166
+12,464
| +2% | +$886K | 1.43% | 24 |
|
|
2023
Q2 | $39M | Buy |
505,702
+1,382
| +0.3% | +$106K | 1.45% | 24 |
|
|
2023
Q1 | $37.9M | Buy |
504,320
+6,137
| +1% | +$461K | 1.44% | 22 |
|
|
2022
Q4 | $39.3M | Sell |
498,183
-6,021
| -1% | -$474K | 1.56% | 20 |
|
|
2022
Q3 | $35.4M | Buy |
504,204
+4,303
| +0.9% | +$302K | 1.49% | 22 |
|
|
2022
Q2 | $40.1M | Buy |
499,901
+2,606
| +0.5% | +$209K | 1.62% | 18 |
|
|
2022
Q1 | $37.7M | Buy |
497,295
+15,693
| +3% | +$1.19M | 1.4% | 23 |
|
|
2021
Q4 | $41.1M | Buy |
481,602
+6,707
| +1% | +$572K | 1.45% | 22 |
|
|
2021
Q3 | $35.9M | Buy |
474,895
+3,698
| +0.8% | +$279K | 1.39% | 23 |
|
|
2021
Q2 | $38.3M | Buy |
471,197
+14,158
| +3% | +$1.15M | 1.48% | 23 |
|
|
2021
Q1 | $36M | Buy |
457,039
+12,870
| +3% | +$1.01M | 1.49% | 23 |
|
|
2020
Q4 | $38M | Buy |
444,169
+2,288
| +0.5% | +$196K | 1.65% | 17 |
|
|
2020
Q3 | $34.1M | Sell |
441,881
-2,115
| -0.5% | -$163K | 1.73% | 18 |
|
|
2020
Q2 | $32.5M | Buy |
443,996
+11,035
| +3% | +$808K | 1.76% | 19 |
|
|
2020
Q1 | $28.7M | Buy |
432,961
+3,715
| +0.9% | +$247K | 1.76% | 17 |
|
|
2019
Q4 | $29.5M | Buy |
429,246
+17,160
| +4% | +$1.18M | 1.5% | 23 |
|
|
2019
Q3 | $30.3M | Buy |
412,086
+10,089
| +3% | +$742K | 1.64% | 18 |
|
|
2019
Q2 | $28.8M | Sell |
401,997
-758
| -0.2% | -$54.3K | 1.59% | 22 |
|
|
2019
Q1 | $27.6M | Buy |
402,755
+73,068
| +22% | +$5.01M | 1.55% | 24 |
|
|
2018
Q4 | $19.6M | Sell |
329,687
-51,276
| -13% | -$3.05M | 1.18% | 32 |
|
|
2018
Q3 | $25.5M | Buy |
380,963
+10,506
| +3% | +$703K | 1.42% | 27 |
|
|
2018
Q2 | $24M | Buy |
370,457
+13,408
| +4% | +$869K | 1.44% | 24 |
|
|
2018
Q1 | $25.6M | Buy |
357,049
+7,461
| +2% | +$535K | 1.56% | 20 |
|
|
2017
Q4 | $26.4M | Buy |
349,588
+2,881
| +0.8% | +$217K | 1.6% | 17 |
|
|
2017
Q3 | $25.3M | Buy |
346,707
+180,493
| +109% | +$13.1M | 1.61% | 18 |
|
|
2017
Q2 | $12.3M | Buy |
166,214
+6,104
| +4% | +$452K | 0.82% | 36 |
|
|
2017
Q1 | $11.7M | Buy |
160,110
+9,748
| +6% | +$713K | 0.81% | 33 |
|
|
2016
Q4 | $9.84M | Buy |
150,362
+7,201
| +5% | +$471K | 0.72% | 37 |
|
|
2016
Q3 | $10.6M | Buy |
143,161
+5,497
| +4% | +$408K | 0.82% | 34 |
|
|
2016
Q2 | $10.1M | Buy |
137,664
+13,100
| +11% | +$959K | 0.83% | 32 |
|
|
2016
Q1 | $8.3M | Hold |
124,564
| – | – | 0.79% | 42 |
|
|
2015
Q4 | $8.3M | Sell |
124,564
-1,793
| -1% | -$119K | 0.79% | 42 |
|
|
2015
Q3 | $8.02M | Sell |
126,357
-3,751
| -3% | -$238K | 0.89% | 38 |
|
|
2015
Q2 | $8.51M | Buy |
+130,108
| New | +$8.51M | 0.56% | 47 |
|