Obermeyer Wealth Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
4,801
| – | – | 0.02% | 174 |
|
|
2025
Q1 | $450K | Sell |
4,801
-561
| -10% | -$52.6K | 0.02% | 160 |
|
|
2024
Q4 | $487K | Buy |
5,362
+47
| +0.9% | +$4.27K | 0.03% | 156 |
|
|
2024
Q3 | $552K | Sell |
5,315
-327
| -6% | -$33.9K | 0.03% | 146 |
|
|
2024
Q2 | $548K | Buy |
5,642
+347
| +7% | +$33.7K | 0.03% | 138 |
|
|
2024
Q1 | $477K | Sell |
5,295
-3,895
| -42% | -$351K | 0.03% | 146 |
|
|
2023
Q4 | $733K | Sell |
9,190
-75
| -0.8% | -$5.98K | 0.05% | 89 |
|
|
2023
Q3 | $659K | Sell |
9,265
-2,262
| -20% | -$161K | 0.05% | 91 |
|
|
2023
Q2 | $888K | Buy |
11,527
+61
| +0.5% | +$4.7K | 0.06% | 76 |
|
|
2023
Q1 | $862K | Buy |
11,466
+335
| +3% | +$25.2K | 0.06% | 77 |
|
|
2022
Q4 | $877K | Sell |
11,131
-1,323
| -11% | -$104K | 0.07% | 76 |
|
|
2022
Q3 | $875K | Sell |
12,454
-1,766
| -12% | -$124K | 0.07% | 70 |
|
|
2022
Q2 | $1.14M | Buy |
14,220
+2,680
| +23% | +$215K | 0.08% | 64 |
|
|
2022
Q1 | $875K | Buy |
11,540
+47
| +0.4% | +$3.56K | 0.05% | 83 |
|
|
2021
Q4 | $981K | Buy |
11,493
+807
| +8% | +$68.9K | 0.05% | 75 |
|
|
2021
Q3 | $808K | Hold |
10,686
| – | – | 0.04% | 84 |
|
|
2021
Q2 | $869K | Sell |
10,686
-143
| -1% | -$11.6K | 0.05% | 89 |
|
|
2021
Q1 | $854K | Buy |
10,829
+8,044
| +289% | +$634K | 0.05% | 84 |
|
|
2020
Q4 | $238K | Buy |
2,785
+50
| +2% | +$4.27K | 0.02% | 133 |
|
|
2020
Q3 | $211K | Buy |
+2,735
| New | +$211K | 0.02% | 132 |
|