JWM
Jeppson Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
3,332
| – | – | 0.1% | 167 |
|
|
2025
Q1 | $312K | Sell |
3,332
-115
| -3% | -$10.8K | 0.11% | 153 |
|
|
2024
Q4 | $313K | Sell |
3,447
-80
| -2% | -$7.27K | 0.11% | 147 |
|
|
2024
Q3 | $366K | Hold |
3,527
| – | – | 0.13% | 146 |
|
|
2024
Q2 | $342K | Buy |
3,527
+3
| +0.1% | +$291 | 0.13% | 147 |
|
|
2024
Q1 | $317K | Hold |
3,524
| – | – | 0.12% | 155 |
|
|
2023
Q4 | $281K | Buy |
3,524
+26
| +0.7% | +$2.07K | 0.12% | 160 |
|
|
2023
Q3 | $249K | Buy |
3,498
+15
| +0.4% | +$1.07K | 0.11% | 158 |
|
|
2023
Q2 | $268K | Sell |
3,483
-190
| -5% | -$14.6K | 0.12% | 157 |
|
|
2023
Q1 | $276K | Sell |
3,673
-450
| -11% | -$33.8K | 0.12% | 154 |
|
|
2022
Q4 | $325K | Sell |
4,123
-227
| -5% | -$17.9K | 0.14% | 142 |
|
|
2022
Q3 | $306K | Buy |
4,350
+23
| +0.5% | +$1.62K | 0.14% | 135 |
|
|
2022
Q2 | $347K | Buy |
+4,327
| New | +$347K | 0.15% | 125 |
|
|
2020
Q4 | – | Sell |
-667
| Closed | -$51K | – | 188 |
|
|
2020
Q3 | $51K | Buy |
+667
| New | +$51K | 0.04% | 221 |
|