Monterey Private Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $281K | Buy |
2,996
+22
| +0.7% | +$2.06K | 0.08% | 98 |
|
|
2024
Q4 | $270K | Sell |
2,974
-30
| -1% | -$2.73K | 0.09% | 102 |
|
|
2024
Q3 | $312K | Buy |
3,004
+14
| +0.5% | +$1.45K | 0.11% | 93 |
|
|
2024
Q2 | $290K | Sell |
2,990
-17
| -0.6% | -$1.65K | 0.11% | 90 |
|
|
2024
Q1 | $271K | Buy |
3,007
+58
| +2% | +$5.22K | 0.11% | 89 |
|
|
2023
Q4 | $235K | Buy |
2,949
+17
| +0.6% | +$1.36K | 0.11% | 92 |
|
|
2023
Q3 | $208K | Buy |
2,932
+19
| +0.7% | +$1.35K | 0.1% | 92 |
|
|
2023
Q2 | $224K | Buy |
2,913
+24
| +0.8% | +$1.85K | 0.11% | 95 |
|
|
2023
Q1 | $217K | Buy |
2,889
+26
| +0.9% | +$1.95K | 0.11% | 93 |
|
|
2022
Q4 | $226K | Sell |
2,863
-271
| -9% | -$21.4K | 0.12% | 92 |
|
|
2022
Q3 | $225K | Buy |
3,134
+276
| +10% | +$19.8K | 0.13% | 84 |
|
|
2022
Q2 | $229K | Buy |
2,858
+95
| +3% | +$7.61K | 0.13% | 87 |
|
|
2022
Q1 | $211K | Buy |
2,763
+16
| +0.6% | +$1.22K | 0.1% | 117 |
|
|
2021
Q4 | $234K | Buy |
2,747
+16
| +0.6% | +$1.36K | 0.12% | 95 |
|
|
2021
Q3 | $203K | Buy |
2,731
+99
| +4% | +$7.36K | 0.11% | 96 |
|
|
2021
Q2 | $214K | Buy |
2,632
+14
| +0.5% | +$1.14K | 0.12% | 94 |
|
|
2021
Q1 | $208K | Buy |
2,618
+15
| +0.6% | +$1.19K | 0.11% | 92 |
|
|
2020
Q4 | $223K | Buy |
+2,603
| New | +$223K | 0.13% | 83 |
|