McKinley Carter Wealth Services’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 | $425K | Buy |
4,679
+45
| +1% | +$4.09K | 0.02% | 230 |
|
|
2025
Q1 | $434K | Hold |
4,634
| – | – | 0.03% | 218 |
|
|
2024
Q4 | $421K | Hold |
4,634
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $481K | Hold |
4,634
| – | – | 0.03% | 213 |
|
|
2024
Q2 | $450K | Sell |
4,634
-66
| -1% | -$6.41K | 0.03% | 216 |
|
|
2024
Q1 | $423K | Hold |
4,700
| – | – | 0.03% | 223 |
|
|
2023
Q4 | $375K | Sell |
4,700
-167
| -3% | -$13.3K | 0.03% | 229 |
|
|
2023
Q3 | $346K | Buy |
4,867
+40
| +0.8% | +$2.84K | 0.03% | 234 |
|
|
2023
Q2 | $372K | Hold |
4,827
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $363K | Sell |
4,827
-80
| -2% | -$6.01K | 0.03% | 234 |
|
|
2022
Q4 | $387K | Hold |
4,907
| – | – | 0.03% | 228 |
|
|
2022
Q3 | $345K | Sell |
4,907
-51
| -1% | -$3.59K | 0.03% | 221 |
|
|
2022
Q2 | $397K | Sell |
4,958
-80
| -2% | -$6.41K | 0.04% | 215 |
|
|
2022
Q1 | $382K | Hold |
5,038
| – | – | 0.03% | 222 |
|
|
2021
Q4 | $430K | Hold |
5,038
| – | – | 0.03% | 205 |
|
|
2021
Q3 | $381K | Sell |
5,038
-418
| -8% | -$31.6K | 0.03% | 214 |
|
|
2021
Q2 | $444K | Hold |
5,456
| – | – | 0.04% | 199 |
|
|
2021
Q1 | $430K | Buy |
5,456
+1,066
| +24% | +$84K | 0.04% | 205 |
|
|
2020
Q4 | $375K | Hold |
4,390
| – | – | 0.05% | 188 |
|
|
2020
Q3 | $339K | Hold |
4,390
| – | – | 0.08% | 110 |
|
|
2020
Q2 | $322K | Hold |
4,390
| – | – | 0.08% | 110 |
|
|
2020
Q1 | $291K | Hold |
4,390
| – | – | 0.09% | 118 |
|
|
2019
Q4 | $302K | Sell |
4,390
-67
| -2% | -$4.61K | 0.07% | 135 |
|
|
2019
Q3 | $328K | Hold |
4,457
| – | – | 0.08% | 131 |
|
|
2019
Q2 | $319K | Hold |
4,457
| – | – | 0.09% | 131 |
|
|
2019
Q1 | $305K | Sell |
4,457
-113
| -2% | -$7.73K | 0.09% | 130 |
|
|
2018
Q4 | $272K | Buy |
4,570
+1
| +0% | +$60 | 0.09% | 131 |
|
|
2018
Q3 | $306K | Hold |
4,569
| – | – | 0.09% | 132 |
|
|
2018
Q2 | $296K | Sell |
4,569
-353
| -7% | -$22.9K | 0.1% | 133 |
|
|
2018
Q1 | $353K | Buy |
4,922
+1,066
| +28% | +$76.5K | 0.12% | 121 |
|
|
2017
Q4 | $291K | Sell |
3,856
-782
| -17% | -$59K | 0.1% | 128 |
|
|
2017
Q3 | $338K | Buy |
4,638
+290
| +7% | +$21.1K | 0.13% | 114 |
|
|
2017
Q2 | $322K | Buy |
4,348
+321
| +8% | +$23.8K | 0.14% | 98 |
|
|
2017
Q1 | $295K | Buy |
4,027
+492
| +14% | +$36K | 0.14% | 98 |
|
|
2016
Q4 | $231K | Sell |
3,535
-108
| -3% | -$7.06K | 0.12% | 113 |
|
|
2016
Q3 | $270K | Buy |
3,643
+1
| +0% | +$74 | 0.14% | 99 |
|
|
2016
Q2 | $267K | Buy |
3,642
+102
| +3% | +$7.48K | 0.14% | 103 |
|
|
2016
Q1 | $250K | Buy |
+3,540
| New | +$250K | 0.14% | 108 |
|
|
2015
Q3 | – | Sell |
-3,255
| Closed | -$213K | – | 113 |
|
|
2015
Q2 | $213K | Buy |
+3,255
| New | +$213K | 0.12% | 113 |
|
|
2014
Q1 | – | Sell |
-3,250
| Closed | -$212K | – | 99 |
|
|
2013
Q4 | $212K | Sell |
3,250
-397
| -11% | -$25.9K | 0.21% | 105 |
|
|
2013
Q3 | $216K | Buy |
+3,647
| New | +$216K | 0.26% | 80 |
|