MWM
Modera Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Sell |
108,310
-7,257
| -6% | -$660K | 0.12% | 128 |
|
|
2025
Q1 | $10.8M | Buy |
115,567
+3,544
| +3% | +$332K | 0.15% | 114 |
|
|
2024
Q4 | $10.2M | Sell |
112,023
-8,538
| -7% | -$776K | 0.12% | 117 |
|
|
2024
Q3 | $12.5M | Sell |
120,561
-4,500
| -4% | -$467K | 0.16% | 101 |
|
|
2024
Q2 | $12.1M | Sell |
125,061
-8,546
| -6% | -$829K | 0.18% | 100 |
|
|
2024
Q1 | $12M | Sell |
133,607
-1,328
| -1% | -$120K | 0.18% | 100 |
|
|
2023
Q4 | $10.8M | Sell |
134,935
-5,053
| -4% | -$403K | 0.18% | 102 |
|
|
2023
Q3 | $9.95M | Sell |
139,988
-7,339
| -5% | -$522K | 0.19% | 102 |
|
|
2023
Q2 | $11.4M | Buy |
147,327
+128,416
| +679% | +$9.89M | 0.21% | 96 |
|
|
2023
Q1 | $1.42M | Sell |
18,911
-120
| -0.6% | -$9.02K | 0.06% | 119 |
|
|
2022
Q4 | $1.5M | Sell |
19,031
-144
| -0.8% | -$11.3K | 0.06% | 114 |
|
|
2022
Q3 | $1.35M | Buy |
19,175
+28
| +0.1% | +$1.97K | 0.07% | 111 |
|
|
2022
Q2 | $1.53M | Sell |
19,147
-1,154
| -6% | -$92.5K | 0.07% | 110 |
|
|
2022
Q1 | $1.54M | Sell |
20,301
-4,727
| -19% | -$358K | 0.07% | 119 |
|
|
2021
Q4 | $2.14M | Buy |
25,028
+5,722
| +30% | +$488K | 0.08% | 113 |
|
|
2021
Q3 | $1.46M | Buy |
19,306
+510
| +3% | +$38.5K | 0.07% | 85 |
|
|
2021
Q2 | $1.53M | Hold |
18,796
| – | – | 0.08% | 81 |
|
|
2021
Q1 | $1.48M | Sell |
18,796
-1,695
| -8% | -$134K | 0.1% | 75 |
|
|
2020
Q4 | $1.75M | Buy |
20,491
+14,308
| +231% | +$1.22M | 0.14% | 66 |
|
|
2020
Q3 | $477K | Buy |
6,183
+297
| +5% | +$22.9K | 0.07% | 93 |
|
|
2020
Q2 | $431K | Buy |
5,886
+52
| +0.9% | +$3.81K | 0.07% | 93 |
|
|
2020
Q1 | $387K | Buy |
5,834
+1,492
| +34% | +$99K | 0.08% | 95 |
|
|
2019
Q4 | $299K | Hold |
4,342
| – | – | 0.05% | 103 |
|
|
2019
Q3 | $319K | Sell |
4,342
-385
| -8% | -$28.3K | 0.05% | 95 |
|
|
2019
Q2 | $339K | Sell |
4,727
-1,950
| -29% | -$140K | 0.06% | 96 |
|
|
2019
Q1 | $458K | Buy |
6,677
+1,985
| +42% | +$136K | 0.09% | 78 |
|
|
2018
Q4 | $279K | Hold |
4,692
| – | – | 0.06% | 100 |
|
|
2018
Q3 | $314K | Hold |
4,692
| – | – | 0.06% | 99 |
|
|
2018
Q2 | $304K | Sell |
4,692
-23
| -0.5% | -$1.49K | 0.06% | 100 |
|
|
2018
Q1 | $338K | Buy |
4,715
+1
| +0% | +$72 | 0.07% | 88 |
|
|
2017
Q4 | $356K | Hold |
4,714
| – | – | 0.08% | 84 |
|
|
2017
Q3 | $343K | Hold |
4,714
| – | – | 0.08% | 84 |
|
|
2017
Q2 | $349K | Hold |
4,714
| – | – | 0.08% | 78 |
|
|
2017
Q1 | $345K | Buy |
4,714
+84
| +2% | +$6.15K | 0.09% | 83 |
|
|
2016
Q4 | $303K | Sell |
4,630
-135
| -3% | -$8.84K | 0.1% | 86 |
|
|
2016
Q3 | $353K | Buy |
4,765
+2
| +0% | +$148 | 0.12% | 75 |
|
|
2016
Q2 | $349K | Buy |
4,763
+1
| +0% | +$73 | 0.12% | 71 |
|
|
2016
Q1 | $336K | Buy |
4,762
+213
| +5% | +$15K | 0.12% | 77 |
|
|
2015
Q4 | $303K | Sell |
4,549
-220
| -5% | -$14.7K | 0.12% | 60 |
|
|
2015
Q3 | $303K | Buy |
4,769
+600
| +14% | +$38.1K | 0.13% | 55 |
|
|
2015
Q2 | $273K | Sell |
4,169
-808
| -16% | -$52.9K | 0.11% | 62 |
|
|
2015
Q1 | $345K | Buy |
4,977
+808
| +19% | +$56K | 0.13% | 57 |
|
|
2014
Q4 | $288K | Sell |
4,169
-3,200
| -43% | -$221K | 0.11% | 65 |
|
|
2014
Q3 | $481K | Hold |
7,369
| – | – | 0.2% | 42 |
|
|
2014
Q2 | $502K | Hold |
7,369
| – | – | 0.23% | 33 |
|
|
2014
Q1 | $478K | Hold |
7,369
| – | – | 0.19% | 33 |
|
|
2013
Q4 | $481K | Buy |
7,369
+1
| +0% | +$65 | 0.18% | 45 |
|
|
2013
Q3 | $437K | Hold |
7,368
| – | – | 0.21% | 34 |
|
|
2013
Q2 | $422K | Buy |
+7,368
| New | +$422K | 0.22% | 34 |
|