EWM
Evermay Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
3,736
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $350K | Hold |
3,736
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $340K | Sell |
3,736
-100
| -3% | -$9.09K | 0.05% | 151 |
|
|
2024
Q3 | $398K | Sell |
3,836
-100
| -3% | -$10.4K | 0.06% | 140 |
|
|
2024
Q2 | $382K | Hold |
3,936
| – | – | 0.06% | 146 |
|
|
2024
Q1 | $354K | Buy |
3,936
+80
| +2% | +$7.2K | 0.05% | 157 |
|
|
2023
Q4 | $307K | Buy |
3,856
+7
| +0.2% | +$558 | 0.06% | 144 |
|
|
2023
Q3 | $274K | Buy |
3,849
+125
| +3% | +$8.89K | 0.06% | 137 |
|
|
2023
Q2 | $287K | Sell |
3,724
-515
| -12% | -$39.7K | 0.06% | 141 |
|
|
2023
Q1 | $319K | Hold |
4,239
| – | – | 0.06% | 126 |
|
|
2022
Q4 | $334K | Hold |
4,239
| – | – | 0.07% | 127 |
|
|
2022
Q3 | $298K | Hold |
4,239
| – | – | 0.06% | 132 |
|
|
2022
Q2 | $340K | Hold |
4,239
| – | – | 0.07% | 125 |
|
|
2022
Q1 | $321K | Buy |
4,239
+2,064
| +95% | +$156K | 0.05% | 149 |
|
|
2021
Q4 | $186K | Buy |
2,175
+100
| +5% | +$8.55K | 0.03% | 178 |
|
|
2021
Q3 | $157K | Sell |
2,075
-177
| -8% | -$13.4K | 0.03% | 180 |
|
|
2021
Q2 | $183K | Buy |
+2,252
| New | +$183K | 0.03% | 185 |
|
|
2018
Q2 | – | Sell |
-2,870
| Closed | -$206K | – | 134 |
|
|
2018
Q1 | $206K | Hold |
2,870
| – | – | 0.07% | 129 |
|
|
2017
Q4 | $217K | Buy |
+2,870
| New | +$217K | 0.08% | 128 |
|
|
2014
Q1 | – | Sell |
-3,218
| Closed | -$210K | – | 66 |
|
|
2013
Q4 | $210K | Buy |
+3,218
| New | +$210K | 0.29% | 45 |
|