EverSource Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
6,077
+536
| +10% | +$48.7K | 0.02% | 412 |
|
|
2025
Q1 | $519K | Buy |
5,541
+675
| +14% | +$63.2K | 0.03% | 377 |
|
|
2024
Q4 | $442K | Buy |
4,866
+1,177
| +32% | +$107K | 0.02% | 401 |
|
|
2024
Q3 | $383K | Buy |
3,689
+185
| +5% | +$19.2K | 0.02% | 385 |
|
|
2024
Q2 | $348K | Buy |
3,504
+1,554
| +80% | +$154K | 0.02% | 398 |
|
|
2024
Q1 | $179K | Buy |
1,950
+177
| +10% | +$16.3K | 0.01% | 524 |
|
|
2023
Q4 | $141K | Sell |
1,773
-6,084
| -77% | -$485K | 0.01% | 522 |
|
|
2023
Q3 | $559K | Sell |
7,857
-92
| -1% | -$6.54K | 0.06% | 215 |
|
|
2023
Q2 | $612K | Buy |
7,949
+6,910
| +665% | +$532K | 0.07% | 212 |
|
|
2023
Q1 | $78.1K | Sell |
1,039
-309
| -23% | -$23.2K | 0.01% | 631 |
|
|
2022
Q4 | $106K | Sell |
1,348
-102
| -7% | -$8.04K | 0.02% | 489 |
|
|
2022
Q3 | $102K | Buy |
1,450
+45
| +3% | +$3.17K | 0.02% | 427 |
|
|
2022
Q2 | $113K | Buy |
1,405
+1,186
| +542% | +$95.4K | 0.03% | 344 |
|
|
2022
Q1 | $17K | Sell |
219
-17
| -7% | -$1.32K | ﹤0.01% | 759 |
|
|
2021
Q4 | $21K | Buy |
+236
| New | +$21K | 0.01% | 658 |
|