EWA
EP Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
45,310
+802
| +2% | +$72.9K | 0.03% | 290 |
|
|
2025
Q1 | $4.17M | Sell |
44,508
-1,022
| -2% | -$95.8K | 0.03% | 242 |
|
|
2024
Q4 | $4.14M | Sell |
45,530
-12
| -0% | -$1.09K | 0.03% | 243 |
|
|
2024
Q3 | $4.73M | Buy |
45,542
+1,679
| +4% | +$174K | 0.04% | 227 |
|
|
2024
Q2 | $4.26M | Buy |
43,863
+726
| +2% | +$70.5K | 0.05% | 197 |
|
|
2024
Q1 | $3.88M | Buy |
43,137
+1,662
| +4% | +$150K | 0.05% | 195 |
|
|
2023
Q4 | $3.31M | Buy |
41,475
+186
| +0.5% | +$14.8K | 0.04% | 204 |
|
|
2023
Q3 | $2.94M | Buy |
41,289
+33,514
| +431% | +$2.38M | 0.05% | 203 |
|
|
2023
Q2 | $3.17M | Sell |
7,775
-8,953
| -54% | -$3.65M | 0.05% | 197 |
|
|
2023
Q1 | $94.3K | Sell |
16,728
-16,468
| -50% | -$92.9K | ﹤0.01% | 599 |
|
|
2022
Q4 | $2.62M | Buy |
33,196
+137
| +0.4% | +$10.8K | 0.05% | 192 |
|
|
2022
Q3 | $2.32M | Buy |
33,059
+2,271
| +7% | +$160K | 0.05% | 179 |
|
|
2022
Q2 | $2.47M | Sell |
30,788
-2,365
| -7% | -$190K | 0.06% | 176 |
|
|
2022
Q1 | $2.51M | Sell |
33,153
-1,333
| -4% | -$101K | 0.06% | 178 |
|
|
2021
Q4 | $2.94M | Sell |
34,486
-601
| -2% | -$51.3K | 0.07% | 151 |
|
|
2021
Q3 | $2.65M | Buy |
35,087
+210
| +0.6% | +$15.9K | 0.07% | 144 |
|
|
2021
Q2 | $2.84M | Sell |
34,877
-235,649
| -87% | -$19.2M | 0.08% | 151 |
|
|
2021
Q1 | $2.8M | Buy |
270,526
+21,188
| +8% | +$219K | 0.09% | 141 |
|
|
2020
Q4 | $1.23M | Buy |
249,338
+231,072
| +1,265% | +$1.14M | 0.04% | 171 |
|
|
2020
Q3 | $1.41M | Sell |
18,266
-56
| -0.3% | -$4.32K | 0.06% | 139 |
|
|
2020
Q2 | $1.34M | Buy |
18,322
+46
| +0.3% | +$3.37K | 0.06% | 152 |
|
|
2020
Q1 | $1.21M | Sell |
18,276
-427
| -2% | -$28.3K | 0.06% | 150 |
|
|
2019
Q4 | $1.29M | Sell |
18,703
-1,510
| -7% | -$104K | 0.05% | 162 |
|
|
2019
Q3 | $1.49M | Buy |
20,213
+3,491
| +21% | +$257K | 0.07% | 120 |
|
|
2019
Q2 | $1.2M | Buy |
+16,722
| New | +$1.2M | 0.07% | 112 |
|
|
2016
Q1 | – | Sell |
-11,580
| Closed | -$771K | – | 143 |
|
|
2015
Q4 | $771K | Hold |
11,580
| – | – | 0.13% | 75 |
|
|
2015
Q3 | $735K | Sell |
11,580
-1,600
| -12% | -$102K | 0.14% | 67 |
|
|
2015
Q2 | $862K | Buy |
13,180
+2,086
| +19% | +$136K | 0.16% | 50 |
|
|
2015
Q1 | $769K | Sell |
11,094
-12,868
| -54% | -$892K | 0.14% | 55 |
|
|
2014
Q4 | $1.66M | Sell |
23,962
-240
| -1% | -$16.6K | 0.27% | 56 |
|
|
2014
Q3 | $1.58M | Buy |
24,202
+540
| +2% | +$35.2K | 0.26% | 44 |
|
|
2014
Q2 | $1.61M | Hold |
23,662
| – | – | 0.37% | 39 |
|
|
2014
Q1 | $1.54M | Hold |
23,662
| – | – | 0.42% | 37 |
|
|
2013
Q4 | $1.54M | Hold |
23,662
| – | – | 0.4% | 41 |
|
|
2013
Q3 | $1.4M | Hold |
23,662
| – | – | 0.44% | 39 |
|
|
2013
Q2 | $1.36M | Buy |
+23,662
| New | +$1.36M | 0.49% | 34 |
|