Mission 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 | $587K | Sell |
6,462
-8
| -0.1% | -$727 | 0.01% | 416 |
|
|
2025
Q1 | $606K | Sell |
6,470
-22
| -0.3% | -$2.06K | 0.01% | 386 |
|
|
2024
Q4 | $590K | Sell |
6,492
-13
| -0.2% | -$1.18K | 0.01% | 371 |
|
|
2024
Q3 | $675K | Buy |
6,505
+2,227
| +52% | +$231K | 0.02% | 353 |
|
|
2024
Q2 | $415K | Buy |
4,278
+116
| +3% | +$11.3K | 0.01% | 431 |
|
|
2024
Q1 | $375K | Buy |
4,162
+973
| +31% | +$87.6K | 0.01% | 475 |
|
|
2023
Q4 | $254K | Buy |
+3,189
| New | +$254K | 0.01% | 490 |
|
|
2023
Q2 | – | Sell |
-3,496
| Closed | -$263K | – | 525 |
|
|
2023
Q1 | $263K | Sell |
3,496
-152
| -4% | -$11.4K | 0.01% | 442 |
|
|
2022
Q4 | $287K | Buy |
3,648
+232
| +7% | +$18.3K | 0.01% | 415 |
|
|
2022
Q3 | $240K | Sell |
3,416
-1,010
| -23% | -$71K | 0.01% | 418 |
|
|
2022
Q2 | $355K | Sell |
4,426
-5
| -0.1% | -$401 | 0.02% | 355 |
|
|
2022
Q1 | $336K | Sell |
4,431
-129
| -3% | -$9.78K | 0.02% | 376 |
|
|
2021
Q4 | $389K | Buy |
4,560
+134
| +3% | +$11.4K | 0.02% | 356 |
|
|
2021
Q3 | $334K | Buy |
4,426
+106
| +2% | +$8K | 0.02% | 366 |
|
|
2021
Q2 | $351K | Sell |
4,320
-327
| -7% | -$26.6K | 0.02% | 352 |
|
|
2021
Q1 | $366K | Sell |
4,647
-341
| -7% | -$26.9K | 0.02% | 318 |
|
|
2020
Q4 | $426K | Buy |
4,988
+760
| +18% | +$64.9K | 0.03% | 272 |
|
|
2020
Q3 | $326K | Sell |
4,228
-5
| -0.1% | -$386 | 0.02% | 264 |
|
|
2020
Q2 | $310K | Sell |
4,233
-15
| -0.4% | -$1.1K | 0.03% | 250 |
|
|
2020
Q1 | $282K | Buy |
4,248
+312
| +8% | +$20.7K | 0.03% | 219 |
|
|
2019
Q4 | $271K | Buy |
3,936
+227
| +6% | +$15.6K | 0.03% | 272 |
|
|
2019
Q3 | $273K | Sell |
3,709
-263
| -7% | -$19.4K | 0.03% | 251 |
|
|
2019
Q2 | $285K | Buy |
3,972
+6
| +0.2% | +$431 | 0.03% | 244 |
|
|
2019
Q1 | $272K | Buy |
+3,966
| New | +$272K | 0.03% | 242 |
|
|
2018
Q2 | – | Sell |
-3,370
| Closed | -$242K | – | 270 |
|
|
2018
Q1 | $242K | Buy |
3,370
+41
| +1% | +$2.94K | 0.04% | 193 |
|
|
2017
Q4 | $251K | Buy |
+3,329
| New | +$251K | 0.04% | 173 |
|