Principle Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
8,188
+895
| +12% | +$81.4K | 0.05% | 185 |
|
|
2025
Q1 | $683K | Buy |
7,293
+1
| +0% | +$94 | 0.05% | 191 |
|
|
2024
Q4 | $663K | Buy |
7,292
+53
| +0.7% | +$4.82K | 0.05% | 195 |
|
|
2024
Q3 | $751K | Buy |
7,239
+1
| +0% | +$104 | 0.05% | 184 |
|
|
2024
Q2 | $702K | Buy |
7,238
+1
| +0% | +$97 | 0.05% | 183 |
|
|
2024
Q1 | $652K | Buy |
7,237
+98
| +1% | +$8.82K | 0.05% | 192 |
|
|
2023
Q4 | $569K | Hold |
7,139
| – | – | 0.05% | 200 |
|
|
2023
Q3 | $508K | Hold |
7,139
| – | – | 0.05% | 204 |
|
|
2023
Q2 | $550K | Hold |
7,139
| – | – | 0.06% | 192 |
|
|
2023
Q1 | $536K | Hold |
7,139
| – | – | 0.06% | 188 |
|
|
2022
Q4 | $562K | Sell |
7,139
-125
| -2% | -$9.85K | 0.06% | 176 |
|
|
2022
Q3 | $510 | Sell |
7,264
-1,777
| -20% | -$125 | 0.05% | 177 |
|
|
2022
Q2 | $725K | Sell |
9,041
-326
| -3% | -$26.1K | 0.09% | 161 |
|
|
2022
Q1 | $710K | Buy |
9,367
+2
| +0% | +$152 | 0.07% | 169 |
|
|
2021
Q4 | $799K | Sell |
9,365
-98
| -1% | -$8.36K | 0.08% | 158 |
|
|
2021
Q3 | $715K | Buy |
9,463
+1
| +0% | +$76 | 0.08% | 160 |
|
|
2021
Q2 | $770K | Buy |
9,462
+2
| +0% | +$163 | 0.09% | 153 |
|
|
2021
Q1 | $746K | Buy |
9,460
+2
| +0% | +$158 | 0.09% | 149 |
|
|
2020
Q4 | $809K | Buy |
9,458
+6,558
| +226% | +$561K | 0.11% | 134 |
|
|
2020
Q3 | $224K | Hold |
2,900
| – | – | 0.06% | 139 |
|
|
2020
Q2 | $212K | Buy |
+2,900
| New | +$212K | 0.06% | 140 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$200K | – | 145 |
|
|
2019
Q4 | $200K | Hold |
2,900
| – | – | 0.06% | 160 |
|
|
2019
Q3 | $213K | Buy |
+2,900
| New | +$213K | 0.07% | 154 |
|