MWM
Mattern Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
12,973
-243
| -2% | -$22.1K | 0.25% | 59 |
|
|
2025
Q1 | $1.24M | Sell |
13,216
-1,616
| -11% | -$151K | 0.27% | 58 |
|
|
2024
Q4 | $1.35M | Sell |
14,832
-416
| -3% | -$37.8K | 0.3% | 58 |
|
|
2024
Q3 | $1.58M | Sell |
15,248
-7,562
| -33% | -$785K | 0.35% | 60 |
|
|
2024
Q2 | $2.21M | Sell |
22,810
-1,513
| -6% | -$147K | 0.53% | 51 |
|
|
2024
Q1 | $2.19M | Buy |
24,323
+130
| +0.5% | +$11.7K | 0.53% | 58 |
|
|
2023
Q4 | $1.93M | Buy |
24,193
+341
| +1% | +$27.2K | 0.5% | 59 |
|
|
2023
Q3 | $1.7M | Buy |
23,852
+4,992
| +26% | +$355K | 0.5% | 57 |
|
|
2023
Q2 | $1.45M | Buy |
18,860
+1,601
| +9% | +$123K | 0.42% | 68 |
|
|
2023
Q1 | $1.3M | Buy |
17,259
+5,563
| +48% | +$418K | 0.43% | 74 |
|
|
2022
Q4 | $922K | Buy |
11,696
+52
| +0.4% | +$4.1K | 0.37% | 76 |
|
|
2022
Q3 | $818K | Buy |
11,644
+152
| +1% | +$10.7K | 0.33% | 76 |
|
|
2022
Q2 | $921K | Hold |
11,492
| – | – | 0.36% | 71 |
|
|
2022
Q1 | $871K | Sell |
11,492
-113
| -1% | -$8.56K | 0.29% | 79 |
|
|
2021
Q4 | $990K | Buy |
11,605
+6,855
| +144% | +$585K | 0.29% | 81 |
|
|
2021
Q3 | $359K | Sell |
4,750
-44
| -0.9% | -$3.33K | 0.12% | 127 |
|
|
2021
Q2 | $405K | Sell |
4,794
-806
| -14% | -$68.1K | 0.13% | 127 |
|
|
2021
Q1 | $441K | Sell |
5,600
-8,397
| -60% | -$661K | 0.16% | 113 |
|
|
2020
Q4 | $1.2M | Sell |
13,997
-4,812
| -26% | -$412K | 0.45% | 63 |
|
|
2020
Q3 | $1.45M | Buy |
18,809
+4,893
| +35% | +$377K | 0.62% | 47 |
|
|
2020
Q2 | $1.02M | Buy |
13,916
+1,660
| +14% | +$122K | 0.5% | 66 |
|
|
2020
Q1 | $813K | Buy |
12,256
+3,117
| +34% | +$207K | 0.59% | 56 |
|
|
2019
Q4 | $629K | Buy |
+9,139
| New | +$629K | 0.38% | 82 |
|