PWM
Perigon Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
15,968
-4,524
| -22% | -$411K | 0.03% | 397 |
|
|
2025
Q1 | $1.92M | Sell |
20,492
-13,185
| -39% | -$1.24M | 0.05% | 309 |
|
|
2024
Q4 | $2.98M | Buy |
33,677
+1,184
| +4% | +$105K | 0.07% | 245 |
|
|
2024
Q3 | $3.37M | Buy |
32,493
+812
| +3% | +$84.3K | 0.09% | 207 |
|
|
2024
Q2 | $3.07M | Sell |
31,681
-662
| -2% | -$64.2K | 0.09% | 197 |
|
|
2024
Q1 | $2.91M | Sell |
32,343
-6,489
| -17% | -$584K | 0.09% | 203 |
|
|
2023
Q4 | $3.1M | Buy |
38,832
+3,900
| +11% | +$311K | 0.1% | 175 |
|
|
2023
Q3 | $2.48M | Sell |
34,932
-186
| -0.5% | -$13.2K | 0.1% | 183 |
|
|
2023
Q2 | $2.71M | Buy |
35,118
+14,515
| +70% | +$1.12M | 0.11% | 177 |
|
|
2023
Q1 | $1.55M | Buy |
20,603
+893
| +5% | +$67.1K | 0.09% | 205 |
|
|
2022
Q4 | $1.55M | Buy |
19,710
+5,182
| +36% | +$408K | 0.1% | 198 |
|
|
2022
Q3 | $1.02M | Buy |
14,528
+3,630
| +33% | +$255K | 0.09% | 201 |
|
|
2022
Q2 | $873K | Buy |
10,898
+140
| +1% | +$11.2K | 0.07% | 227 |
|
|
2022
Q1 | $816K | Buy |
10,758
+169
| +2% | +$12.8K | 0.06% | 266 |
|
|
2021
Q4 | $904K | Buy |
10,589
+778
| +8% | +$66.4K | 0.06% | 235 |
|
|
2021
Q3 | $742K | Sell |
9,811
-478
| -5% | -$36.2K | 0.06% | 237 |
|
|
2021
Q2 | $837K | Buy |
10,289
+1
| +0% | +$81 | 0.07% | 223 |
|
|
2021
Q1 | $811K | Sell |
10,288
-77
| -0.7% | -$6.07K | 0.08% | 205 |
|
|
2020
Q4 | $886K | Buy |
10,365
+264
| +3% | +$22.6K | 0.1% | 158 |
|
|
2020
Q3 | $779K | Buy |
10,101
+656
| +7% | +$50.6K | 0.11% | 152 |
|
|
2020
Q2 | $692K | Sell |
9,445
-29
| -0.3% | -$2.13K | 0.11% | 149 |
|
|
2020
Q1 | $662K | Buy |
9,474
+1,291
| +16% | +$90.2K | 0.12% | 137 |
|
|
2019
Q4 | $560K | Buy |
8,183
+794
| +11% | +$54.3K | 0.11% | 132 |
|
|
2019
Q3 | $505K | Sell |
7,389
-185
| -2% | -$12.6K | 0.12% | 119 |
|
|
2019
Q2 | $543K | Sell |
7,574
-2,435
| -24% | -$175K | 0.13% | 120 |
|
|
2019
Q1 | $692K | Hold |
10,009
| – | – | 0.16% | 99 |
|
|
2018
Q4 | $623K | Sell |
10,009
-1,838
| -16% | -$114K | 0.16% | 106 |
|
|
2018
Q3 | $793K | Sell |
11,847
-2,219
| -16% | -$149K | 0.2% | 87 |
|
|
2018
Q2 | $912K | Buy |
14,066
+5,680
| +68% | +$368K | 0.27% | 82 |
|
|
2018
Q1 | $601K | Buy |
8,386
+15
| +0.2% | +$1.08K | 0.22% | 77 |
|
|
2017
Q4 | $632K | Sell |
8,371
-5,646
| -40% | -$426K | 0.24% | 69 |
|
|
2017
Q3 | $1.02M | Sell |
14,017
-22,551
| -62% | -$1.64M | 0.33% | 67 |
|
|
2017
Q2 | $2.71M | Sell |
36,568
-23
| -0.1% | -$1.71K | 0.59% | 48 |
|
|
2017
Q1 | $2.68M | Buy |
36,591
+113
| +0.3% | +$8.27K | 0.57% | 50 |
|
|
2016
Q4 | $2.68M | Buy |
36,478
+2,990
| +9% | +$220K | 0.59% | 50 |
|
|
2016
Q3 | $2.48M | Buy |
33,488
+270
| +0.8% | +$20K | 0.64% | 48 |
|
|
2016
Q2 | $2.43M | Buy |
33,218
+2,462
| +8% | +$180K | 0.65% | 44 |
|
|
2016
Q1 | $2.26M | Hold |
30,756
| – | – | 0.71% | 41 |
|
|
2015
Q4 | $2.05M | Buy |
30,756
+17,653
| +135% | +$1.18M | 0.57% | 49 |
|
|
2015
Q3 | $832K | Buy |
13,103
+268
| +2% | +$17K | 0.25% | 103 |
|
|
2015
Q2 | $840K | Hold |
12,835
| – | – | 0.22% | 106 |
|
|
2015
Q1 | $890K | Buy |
12,835
+5,715
| +80% | +$396K | 0.24% | 98 |
|
|
2014
Q4 | $493K | Buy |
7,120
+65
| +0.9% | +$4.5K | 0.15% | 131 |
|
|
2014
Q3 | $460K | Sell |
7,055
-4,381
| -38% | -$286K | 0.14% | 126 |
|
|
2014
Q2 | $780K | Buy |
11,436
+180
| +2% | +$12.3K | 0.22% | 97 |
|
|
2014
Q1 | $730K | Hold |
11,256
| – | – | 0.4% | 55 |
|
|
2013
Q4 | $734K | Buy |
+11,256
| New | +$734K | 0.41% | 49 |
|