Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $634K | Buy |
6,978
+74
| +1% | +$6.73K | 0.03% | 117 |
|
|
2024
Q3 | $717K | Hold |
6,904
| – | – | 0.03% | 121 |
|
|
2024
Q2 | $670K | Sell |
6,904
-16
| -0.2% | -$1.55K | 0.03% | 123 |
|
|
2024
Q1 | $623K | Buy |
6,920
+174
| +3% | +$15.7K | 0.03% | 121 |
|
|
2023
Q4 | $538K | Buy |
6,746
+193
| +3% | +$15.4K | 0.03% | 123 |
|
|
2023
Q3 | $466K | Hold |
6,553
| – | – | 0.02% | 125 |
|
|
2023
Q2 | $505K | Sell |
6,553
-157
| -2% | -$12.1K | 0.02% | 141 |
|
|
2023
Q1 | $504K | Buy |
6,710
+79
| +1% | +$5.94K | 0.03% | 128 |
|
|
2022
Q4 | $522K | Buy |
6,631
+78
| +1% | +$6.15K | 0.03% | 139 |
|
|
2022
Q3 | $460K | Sell |
6,553
-13
| -0.2% | -$913 | 0.03% | 104 |
|
|
2022
Q2 | $526K | Buy |
6,566
+13
| +0.2% | +$1.04K | 0.04% | 96 |
|
|
2022
Q1 | $497K | Hold |
6,553
| – | – | 0.04% | 129 |
|
|
2021
Q4 | $559K | Hold |
6,553
| – | – | 0.04% | 141 |
|
|
2021
Q3 | $495K | Hold |
6,553
| – | – | 0.04% | 139 |
|
|
2021
Q2 | $533K | Hold |
6,553
| – | – | 0.05% | 158 |
|
|
2021
Q1 | $517K | Hold |
6,553
| – | – | 0.06% | 128 |
|
|
2020
Q4 | $561K | Hold |
6,553
| – | – | 0.06% | 140 |
|
|
2020
Q3 | $506K | Hold |
6,553
| – | – | 0.08% | 105 |
|
|
2020
Q2 | $480K | Sell |
6,553
-35
| -0.5% | -$2.56K | 0.08% | 105 |
|
|
2020
Q1 | $437K | Sell |
6,588
-71
| -1% | -$4.71K | 0.1% | 95 |
|
|
2019
Q4 | $458K | Buy |
6,659
+720
| +12% | +$49.5K | 0.09% | 130 |
|
|
2019
Q3 | $437K | Buy |
5,939
+2,926
| +97% | +$215K | 0.09% | 124 |
|
|
2019
Q2 | $2.17K | Buy |
3,013
+16
| +0.5% | +$12 | 0.04% | 171 |
|
|
2019
Q1 | $205K | Buy |
+2,997
| New | +$205K | 0.04% | 190 |
|