Meridian Wealth Management’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 | $854K | Sell |
9,396
-386
| -4% | -$35.1K | 0.04% | 334 |
|
|
2025
Q1 | $917K | Sell |
9,782
-2,171
| -18% | -$203K | 0.04% | 308 |
|
|
2024
Q4 | $1.09M | Buy |
11,953
+1,040
| +10% | +$94.5K | 0.05% | 280 |
|
|
2024
Q3 | $1.13M | Buy |
+10,913
| New | +$1.13M | 0.06% | 262 |
|
|
2024
Q2 | – | Sell |
-10,347
| Closed | -$932K | – | 327 |
|
|
2024
Q1 | $932K | Sell |
10,347
-516
| -5% | -$46.5K | 0.16% | 97 |
|
|
2023
Q4 | $866K | Sell |
10,863
-5,505
| -34% | -$439K | 0.06% | 283 |
|
|
2023
Q3 | $1.16M | Buy |
16,368
+7,258
| +80% | +$516K | 0.07% | 217 |
|
|
2023
Q2 | $702K | Sell |
9,110
-160
| -2% | -$12.3K | 0.06% | 260 |
|
|
2023
Q1 | $697K | Buy |
9,270
+11
| +0.1% | +$827 | 0.06% | 262 |
|
|
2022
Q4 | $729K | Buy |
9,259
+4,318
| +87% | +$340K | 0.07% | 243 |
|
|
2022
Q3 | $347K | Buy |
4,941
+193
| +4% | +$13.6K | 0.04% | 337 |
|
|
2022
Q2 | $380K | Buy |
4,748
+593
| +14% | +$47.5K | 0.03% | 399 |
|
|
2022
Q1 | $315K | Buy |
4,155
+209
| +5% | +$15.8K | 0.03% | 302 |
|
|
2021
Q4 | $337K | Buy |
3,946
+131
| +3% | +$11.2K | 0.04% | 302 |
|
|
2021
Q3 | $288K | Sell |
3,815
-963
| -20% | -$72.7K | 0.04% | 312 |
|
|
2021
Q2 | $389K | Buy |
4,778
+259
| +6% | +$21.1K | 0.05% | 267 |
|
|
2021
Q1 | $356K | Buy |
4,519
+1,016
| +29% | +$80K | 0.05% | 259 |
|
|
2020
Q4 | $299K | Buy |
+3,503
| New | +$299K | 0.05% | 255 |
|
|
2019
Q3 | – | Sell |
-506
| Closed | -$363 | – | 244 |
|
|
2019
Q2 | $363 | Buy |
+506
| New | +$363 | 0.01% | 426 |
|