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MWM
MinichMacGregor Wealth Management’s
Colgate-Palmolive
CL
Stock Holding History
MinichMacGregor Wealth Management’s Portfolio
CL Stock Details
CL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-200
Closed
-$15.8K
–
188
2022
Q4
$15.8K
Buy
+200
New
+$15K
0.01%
357
2018
Q4
–
Sell
-1,309
Closed
-$87K
–
171
2018
Q3
$87K
Sell
1,309
-530
-29%
-$35.3K
0.06%
94
2018
Q2
$118K
Sell
1,839
-168
-8%
-$11K
0.08%
66
2018
Q1
$143K
Sell
2,007
-8
-0.4%
-$576
0.11%
51
2017
Q4
$152K
Sell
2,015
-115
-5%
-$8.4K
0.12%
49
2017
Q3
$155K
Buy
2,130
+31
+1%
+$2.23K
0.13%
47
2017
Q2
$155K
Sell
2,099
-20
-0.9%
-$1.49K
0.13%
48
2017
Q1
$155K
Buy
2,119
+3
+0.1%
+$210
0.14%
44
2016
Q4
$138K
Sell
2,116
-41
-2%
-$2.81K
0.13%
47
2016
Q3
$159K
Buy
2,157
+95
+5%
+$7.02K
0.15%
42
2016
Q2
$150K
Buy
2,062
+19
+0.9%
+$1.35K
0.14%
46
2016
Q1
$144K
Buy
2,043
+454
+29%
+$30.2K
0.14%
47
2015
Q4
$106K
Buy
+1,589
New
+$106K
0.1%
59
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1-Year Est. Return
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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