Monterey Private Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q4 | $223K | Buy |
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