Gerber Kawasaki Wealth & Investment Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $327K | Buy |
3,598
+7
| +0.2% | +$636 | 0.01% | 248 |
|
2025
Q1 | $337K | Buy |
3,591
+3
| +0.1% | +$281 | 0.02% | 230 |
|
2024
Q4 | $326K | Buy |
3,588
+575
| +19% | +$52.3K | 0.01% | 224 |
|
2024
Q3 | $313K | Buy |
3,013
+13
| +0.4% | +$1.35K | 0.01% | 226 |
|
2024
Q2 | $291K | Hold |
3,000
| – | – | 0.01% | 229 |
|
2024
Q1 | $270K | Hold |
3,000
| – | – | 0.01% | 234 |
|
2023
Q4 | $239K | Sell |
3,000
-356
| -11% | -$28.4K | 0.01% | 233 |
|
2023
Q3 | $239K | Sell |
3,356
-3,844
| -53% | -$273K | 0.02% | 221 |
|
2023
Q2 | $555K | Buy |
7,200
+4,200
| +140% | +$324K | 0.04% | 159 |
|
2023
Q1 | $225K | Hold |
3,000
| – | – | 0.02% | 225 |
|
2022
Q4 | $236K | Hold |
3,000
| – | – | 0.02% | 217 |
|
2022
Q3 | $210K | Hold |
3,000
| – | – | 0.02% | 212 |
|
2022
Q2 | $240K | Hold |
3,000
| – | – | 0.02% | 214 |
|
2022
Q1 | $227K | Buy |
+3,000
| New | +$227K | 0.02% | 235 |
|
2021
Q4 | – | Sell |
-826
| Closed | -$62K | – | 427 |
|
2021
Q3 | $62K | Buy |
+826
| New | +$62K | 0.01% | 292 |
|