PWMG
Prestige Wealth Management Group’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
149,630
+1,991
| +1% | +$181K | 2.77% | 8 |
|
|
2025
Q1 | $13.8M | Buy |
147,639
+69
| +0% | +$6.47K | 2.96% | 9 |
|
|
2024
Q4 | $13.4M | Sell |
147,570
-877
| -0.6% | -$79.7K | 2.79% | 8 |
|
|
2024
Q3 | $15.4M | Buy |
148,447
+24
| +0% | +$2.49K | 3.19% | 9 |
|
|
2024
Q2 | $14.4M | Sell |
148,423
-63
| -0% | -$6.11K | 3.11% | 9 |
|
|
2024
Q1 | $13.4M | Sell |
148,486
-13
| -0% | -$1.17K | 2.88% | 9 |
|
|
2023
Q4 | $11.8M | Sell |
148,499
-356
| -0.2% | -$28.4K | 2.69% | 11 |
|
|
2023
Q3 | $10.6M | Buy |
148,855
+20
| +0% | +$1.42K | 2.61% | 10 |
|
|
2023
Q2 | $11.5M | Sell |
148,835
-5,142
| -3% | -$396K | 2.72% | 10 |
|
|
2023
Q1 | $11.6M | Buy |
153,977
+4,999
| +3% | +$376K | 2.91% | 8 |
|
|
2022
Q4 | $11.7M | Sell |
148,978
-5,056
| -3% | -$398K | 3.06% | 9 |
|
|
2022
Q3 | $10.8M | Buy |
154,034
+569
| +0.4% | +$40K | 3.04% | 9 |
|
|
2022
Q2 | $12.3M | Buy |
153,465
+426
| +0.3% | +$34.1K | 3.34% | 9 |
|
|
2022
Q1 | $11.6M | Buy |
153,039
+3,890
| +3% | +$295K | 2.86% | 9 |
|
|
2021
Q4 | $12.7M | Buy |
149,149
+61
| +0% | +$5.21K | 3.04% | 9 |
|
|
2021
Q3 | $11.3M | Buy |
149,088
+169
| +0.1% | +$12.8K | 2.88% | 8 |
|
|
2021
Q2 | $12.1M | Sell |
148,919
-150
| -0.1% | -$12.2K | 3.22% | 8 |
|
|
2021
Q1 | $11.8M | Buy |
149,069
+179
| +0.1% | +$14.1K | 3.21% | 8 |
|
|
2020
Q4 | $12.7M | Sell |
148,890
-3,083
| -2% | -$264K | 3.49% | 7 |
|
|
2020
Q3 | $11.7M | Buy |
151,973
+401
| +0.3% | +$30.9K | 3.54% | 7 |
|
|
2020
Q2 | $11.1M | Buy |
151,572
+839
| +0.6% | +$61.5K | 3.92% | 6 |
|
|
2020
Q1 | $10M | Buy |
150,733
+210
| +0.1% | +$13.9K | 4.22% | 5 |
|
|
2019
Q4 | $10.4M | Sell |
150,523
-89
| -0.1% | -$6.13K | 5.67% | 3 |
|
|
2019
Q3 | $11.1M | Sell |
150,612
-37
| -0% | -$2.72K | 6.48% | 3 |
|
|
2019
Q2 | $10.8M | Sell |
150,649
-60
| -0% | -$4.3K | 6.53% | 3 |
|
|
2019
Q1 | $10.3M | Buy |
150,709
+413
| +0.3% | +$28.3K | 6.35% | 2 |
|
|
2018
Q4 | $8.95M | Buy |
+150,296
| New | +$8.95M | 6.59% | 2 |
|