Jamison Private Wealth 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 | – | Sell |
-3,674
| Closed | -$344K | – | 199 |
|
|
2025
Q1 | $344K | Buy |
3,674
+4
| +0.1% | +$375 | 0.05% | 164 |
|
|
2024
Q4 | $334K | Buy |
3,670
+3,089
| +532% | +$281K | 0.05% | 171 |
|
|
2024
Q3 | $60.3K | Buy |
581
+2
| +0.3% | +$208 | 0.01% | 245 |
|
|
2024
Q2 | $56.2K | Sell |
579
-7
| -1% | -$679 | 0.01% | 240 |
|
|
2024
Q1 | $52.7K | Buy |
586
+14
| +2% | +$1.26K | 0.01% | 254 |
|
|
2023
Q4 | $45.6K | Buy |
572
+3
| +0.5% | +$239 | 0.01% | 242 |
|
|
2023
Q3 | $40.4K | Buy |
+569
| New | +$40.4K | 0.01% | 233 |
|