Obermeyer Wealth Partners’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 Q3	–	Sell	-4,801	Closed	-$436K	–	297
2025 Q2	$436K	Hold	4,801	–	–	0.02%	174
2025 Q1	$450K	Sell	4,801 -561	-10%	-$50.2K	0.02%	160
2024 Q4	$487K	Buy	5,362 +47	+0.9%	+$4.49K	0.03%	156
2024 Q3	$552K	Sell	5,315 -327	-6%	-$33.3K	0.03%	146
2024 Q2	$548K	Buy	5,642 +347	+7%	+$32K	0.03%	138
2024 Q1	$477K	Sell	5,295 -3,895	-42%	-$330K	0.03%	146
2023 Q4	$733K	Sell	9,190 -75	-0.8%	-$5.64K	0.05%	89
2023 Q3	$659K	Sell	9,265 -2,262	-20%	-$169K	0.05%	91
2023 Q2	$888K	Buy	11,527 +61	+0.5%	+$4.72K	0.06%	76
2023 Q1	$862K	Buy	11,466 +335	+3%	+$24.9K	0.06%	77
2022 Q4	$877K	Sell	11,131 -1,323	-11%	-$99.2K	0.07%	76
2022 Q3	$875K	Sell	12,454 -1,766	-12%	-$138K	0.07%	70
2022 Q2	$1.14M	Buy	14,220 +2,680	+23%	+$210K	0.08%	64
2022 Q1	$875K	Buy	11,540 +47	+0.4%	+$3.72K	0.05%	83
2021 Q4	$981K	Buy	11,493 +807	+8%	+$63K	0.05%	75
2021 Q3	$808K	Hold	10,686	–	–	0.04%	84
2021 Q2	$869K	Sell	10,686 -143	-1%	-$11.7K	0.05%	89
2021 Q1	$854K	Buy	10,829 +8,044	+289%	+$630K	0.05%	84
2020 Q4	$238K	Buy	2,785 +50	+2%	+$4.13K	0.02%	133
2020 Q3	$211K	Buy	+2,735	New	+$209K	0.02%	132