MWM
Moran Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
167,565
+160,039
| +2,126% | +$14.5M | 0.47% | 61 |
|
|
2025
Q1 | $705K | Sell |
7,526
-113
| -1% | -$10.6K | 0.02% | 334 |
|
|
2024
Q4 | $694K | Sell |
7,639
-99
| -1% | -$9K | 0.02% | 334 |
|
|
2024
Q3 | $803K | Buy |
7,738
+2,684
| +53% | +$279K | 0.02% | 314 |
|
|
2024
Q2 | $490K | Buy |
5,054
+1,616
| +47% | +$157K | 0.02% | 342 |
|
|
2024
Q1 | $310K | Buy |
+3,438
| New | +$310K | 0.01% | 377 |
|
|
2023
Q3 | – | Sell |
-279,515
| Closed | -$21.5M | – | 375 |
|
|
2023
Q2 | $21.5M | Buy |
279,515
+16,644
| +6% | +$1.28M | 0.81% | 29 |
|
|
2023
Q1 | $19.8M | Buy |
262,871
+137,072
| +109% | +$10.3M | 0.75% | 37 |
|
|
2022
Q4 | $9.91M | Buy |
+125,799
| New | +$9.91M | 0.38% | 86 |
|