Private 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 | $1.36M | Hold |
15,010
| – | – | 0.11% | 80 |
|
|
2025
Q1 | $1.41M | Hold |
15,010
| – | – | 0.12% | 78 |
|
|
2024
Q4 | $1.36M | Sell |
15,010
-1,800
| -11% | -$164K | 0.1% | 80 |
|
|
2024
Q3 | $1.75M | Buy |
16,810
+1,800
| +12% | +$187K | 0.14% | 72 |
|
|
2024
Q2 | $1.46M | Hold |
15,010
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $1.35M | Sell |
15,010
-3,200
| -18% | -$288K | 0.11% | 74 |
|
|
2023
Q4 | $1.45M | Hold |
18,210
| – | – | 0.12% | 71 |
|
|
2023
Q3 | $1.29M | Hold |
18,210
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $1.4M | Hold |
18,210
| – | – | 0.13% | 63 |
|
|
2023
Q1 | $1.37M | Buy |
18,210
+5,420
| +42% | +$407K | 0.14% | 64 |
|
|
2022
Q4 | $1.01M | Buy |
+12,790
| New | +$1.01M | 0.12% | 75 |
|
|
2014
Q4 | – | Sell |
-4,930
| Closed | -$322K | – | 153 |
|
|
2014
Q3 | $322K | Buy |
+4,930
| New | +$322K | 0.07% | 140 |
|
|
2013
Q4 | – | Sell |
-1,330
| Closed | -$79K | – | 173 |
|
|
2013
Q3 | $79K | Buy |
+1,330
| New | +$79K | 0.02% | 175 |
|