EWM
Empirical Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
16,906
-2,487
| -13% | -$226K | 0.03% | 260 |
|
|
2025
Q1 | $1.82M | Buy |
19,393
+7,212
| +59% | +$676K | 0.05% | 222 |
|
|
2024
Q4 | $1.11M | Sell |
12,181
-617
| -5% | -$56.1K | 0.03% | 266 |
|
|
2024
Q3 | $1.33M | Buy |
12,798
+829
| +7% | +$86.1K | 0.04% | 235 |
|
|
2024
Q2 | $1.16M | Hold |
11,969
| – | – | 0.03% | 244 |
|
|
2024
Q1 | $1.08M | Buy |
11,969
+396
| +3% | +$35.7K | 0.03% | 252 |
|
|
2023
Q4 | $922K | Buy |
11,573
+75
| +0.7% | +$5.98K | 0.03% | 246 |
|
|
2023
Q3 | $818K | Sell |
11,498
-234
| -2% | -$16.6K | 0.03% | 246 |
|
|
2023
Q2 | $904K | Buy |
11,732
+8,154
| +228% | +$628K | 0.04% | 237 |
|
|
2023
Q1 | $269K | Buy |
+3,578
| New | +$269K | 0.01% | 406 |
|
|
2022
Q2 | – | Sell |
-3,604
| Closed | -$273K | – | 474 |
|
|
2022
Q1 | $273K | Sell |
3,604
-3,432
| -49% | -$260K | 0.01% | 419 |
|
|
2021
Q4 | $600K | Sell |
7,036
-278
| -4% | -$23.7K | 0.03% | 308 |
|
|
2021
Q3 | $553K | Buy |
7,314
+4,844
| +196% | +$366K | 0.03% | 282 |
|
|
2021
Q2 | $201K | Buy |
+2,470
| New | +$201K | 0.01% | 423 |
|