Mark Sheptoff Financial Planning’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
Q2 | $760K | Hold |
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|
2025
Q1 | $784K | Hold |
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|
2024
Q4 | $760K | Hold |
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|
2024
Q3 | $868K | Hold |
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|
2024
Q2 | $812K | Hold |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $644K | Hold |
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|
2023
Q1 | $628K | Sell |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $587K | Hold |
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|
2022
Q2 | $670K | Hold |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $729K | Buy |
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|
2021
Q3 | $621K | Hold |
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|
2021
Q2 | $669K | Sell |
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|
2021
Q1 | $650K | Hold |
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|
2020
Q4 | $705K | Hold |
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|
2020
Q3 | $636K | Hold |
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|
2020
Q2 | $604K | Hold |
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|
2020
Q1 | $547K | Hold |
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|
2019
Q4 | $567K | Sell |
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|
2019
Q3 | $621K | Buy |
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|
2019
Q2 | $593K | Sell |
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|
2019
Q1 | $591K | Sell |
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|
2018
Q4 | $573K | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.8M | Sell |
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|
2017
Q4 | $1.91M | Sell |
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|
2017
Q3 | $1.9M | Sell |
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|
2017
Q2 | $1.95M | Sell |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.52M | Sell |
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|
2016
Q3 | $1.94M | Buy |
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|
2016
Q2 | $1.91M | Buy |
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|
2016
Q1 | $1.82M | Buy |
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|
2015
Q4 | $1.65M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.5M | Buy |
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|
2015
Q1 | $1.45M | Sell |
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|
2014
Q4 | $1.47M | Buy |
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|
2014
Q3 | $1.39M | Buy |
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|
2014
Q2 | $1.45M | Sell |
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|
2014
Q1 | $1.4M | Buy |
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