Integrated Wealth Concepts’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.83M | Sell |
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|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $694K | Sell |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $875K | Buy |
|
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $254K | Buy |
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|
2020
Q4 | $243K | Buy |
|