MSFP
Mark Sheptoff Financial Planning’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
8,364
| – | – | 0.41% | 41 |
|
|
2025
Q1 | $784K | Hold |
8,364
| – | – | 0.43% | 40 |
|
|
2024
Q4 | $760K | Hold |
8,364
| – | – | 0.41% | 45 |
|
|
2024
Q3 | $868K | Hold |
8,364
| – | – | 0.46% | 41 |
|
|
2024
Q2 | $812K | Hold |
8,364
| – | – | 0.45% | 44 |
|
|
2024
Q1 | $753K | Buy |
8,364
+100
| +1% | +$9.01K | 0.42% | 45 |
|
|
2023
Q4 | $659K | Sell |
8,264
-165
| -2% | -$13.2K | 0.4% | 41 |
|
|
2023
Q3 | $599K | Buy |
8,429
+69
| +0.8% | +$4.91K | 0.38% | 42 |
|
|
2023
Q2 | $644K | Hold |
8,360
| – | – | 0.37% | 47 |
|
|
2023
Q1 | $628K | Sell |
8,360
-49
| -0.6% | -$3.68K | 0.36% | 48 |
|
|
2022
Q4 | $663K | Buy |
8,409
+49
| +0.6% | +$3.86K | 0.39% | 45 |
|
|
2022
Q3 | $587K | Hold |
8,360
| – | – | 0.36% | 49 |
|
|
2022
Q2 | $670K | Hold |
8,360
| – | – | 0.39% | 47 |
|
|
2022
Q1 | $634K | Sell |
8,360
-180
| -2% | -$13.7K | 0.32% | 56 |
|
|
2021
Q4 | $729K | Buy |
8,540
+318
| +4% | +$27.1K | 0.35% | 53 |
|
|
2021
Q3 | $621K | Hold |
8,222
| – | – | 0.34% | 56 |
|
|
2021
Q2 | $669K | Sell |
8,222
-20
| -0.2% | -$1.63K | 0.36% | 52 |
|
|
2021
Q1 | $650K | Hold |
8,242
| – | – | 0.37% | 52 |
|
|
2020
Q4 | $705K | Hold |
8,242
| – | – | 0.4% | 50 |
|
|
2020
Q3 | $636K | Hold |
8,242
| – | – | 0.39% | 46 |
|
|
2020
Q2 | $604K | Hold |
8,242
| – | – | 0.39% | 46 |
|
|
2020
Q1 | $547K | Hold |
8,242
| – | – | 0.41% | 45 |
|
|
2019
Q4 | $567K | Sell |
8,242
-200
| -2% | -$13.8K | 0.36% | 53 |
|
|
2019
Q3 | $621K | Buy |
8,442
+170
| +2% | +$12.5K | 0.42% | 47 |
|
|
2019
Q2 | $593K | Sell |
8,272
-350
| -4% | -$25.1K | 0.4% | 49 |
|
|
2019
Q1 | $591K | Sell |
8,622
-1,000
| -10% | -$68.5K | 0.43% | 45 |
|
|
2018
Q4 | $573K | Sell |
9,622
-10,050
| -51% | -$598K | 0.48% | 43 |
|
|
2018
Q3 | $1.32M | Sell |
19,672
-700
| -3% | -$46.9K | 0.9% | 29 |
|
|
2018
Q2 | $1.32M | Sell |
20,372
-4,678
| -19% | -$303K | 0.98% | 27 |
|
|
2018
Q1 | $1.8M | Sell |
25,050
-200
| -0.8% | -$14.3K | 1.25% | 22 |
|
|
2017
Q4 | $1.91M | Sell |
25,250
-800
| -3% | -$60.4K | 1.24% | 22 |
|
|
2017
Q3 | $1.9M | Sell |
26,050
-200
| -0.8% | -$14.6K | 1.27% | 21 |
|
|
2017
Q2 | $1.95M | Sell |
26,250
-1
| -0% | -$74 | 1.34% | 20 |
|
|
2017
Q1 | $1.92M | Buy |
26,251
+3,001
| +13% | +$220K | 1.37% | 19 |
|
|
2016
Q4 | $1.52M | Sell |
23,250
-2,900
| -11% | -$190K | 1.13% | 21 |
|
|
2016
Q3 | $1.94M | Buy |
26,150
+101
| +0.4% | +$7.49K | 1.44% | 20 |
|
|
2016
Q2 | $1.91M | Buy |
26,049
+302
| +1% | +$22.1K | 1.43% | 19 |
|
|
2016
Q1 | $1.82M | Buy |
25,747
+1,001
| +4% | +$70.7K | 1.48% | 21 |
|
|
2015
Q4 | $1.65M | Buy |
24,746
+1,001
| +4% | +$66.7K | 1.34% | 23 |
|
|
2015
Q3 | $1.51M | Buy |
23,745
+879
| +4% | +$55.8K | 1.32% | 21 |
|
|
2015
Q2 | $1.5M | Buy |
22,866
+2,001
| +10% | +$131K | 1.21% | 24 |
|
|
2015
Q1 | $1.45M | Sell |
20,865
-399
| -2% | -$27.7K | 1.21% | 24 |
|
|
2014
Q4 | $1.47M | Buy |
21,264
+1
| +0% | +$69 | 1.3% | 21 |
|
|
2014
Q3 | $1.39M | Buy |
21,263
+1
| +0% | +$65 | 1.23% | 22 |
|
|
2014
Q2 | $1.45M | Sell |
21,262
-309
| -1% | -$21.1K | 1.24% | 24 |
|
|
2014
Q1 | $1.4M | Buy |
+21,571
| New | +$1.4M | 1.24% | 24 |
|