PRW Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $220K | Hold |
2,984
| – | – | 0.08% | 97 |
|
|
2023
Q2 | $226K | Hold |
2,984
| – | – | 0.08% | 71 |
|
|
2023
Q1 | $238K | Hold |
2,984
| – | – | 0.09% | 95 |
|
|
2022
Q4 | $235K | Hold |
2,984
| – | – | 0.1% | 57 |
|
|
2022
Q3 | $210K | Hold |
2,984
| – | – | 0.1% | 91 |
|
|
2022
Q2 | $239K | Hold |
2,984
| – | – | 0.14% | 83 |
|
|
2022
Q1 | $226K | Hold |
2,984
| – | – | 0.1% | 101 |
|
|
2021
Q4 | $255K | Sell |
2,984
-67
| -2% | -$5.73K | 0.12% | 82 |
|
|
2021
Q3 | $231K | Sell |
3,051
-13,707
| -82% | -$1.04M | 0.12% | 83 |
|
|
2021
Q2 | $1.36M | Buy |
16,758
+13,614
| +433% | +$1.11M | 0.4% | 75 |
|
|
2021
Q1 | $248K | Hold |
3,144
| – | – | 0.12% | 80 |
|
|
2020
Q4 | $269K | Hold |
3,144
| – | – | 0.15% | 73 |
|
|
2020
Q3 | $243K | Hold |
3,144
| – | – | 0.17% | 68 |
|
|
2020
Q2 | $230K | Hold |
3,144
| – | – | 0.18% | 69 |
|
|
2020
Q1 | $209K | Buy |
+3,144
| New | +$209K | 0.25% | 59 |
|
|
2019
Q2 | – | Sell |
-991
| Closed | -$68K | – | 172 |
|
|
2019
Q1 | $68K | Sell |
991
-93
| -9% | -$6.38K | 0.06% | 112 |
|
|
2018
Q4 | $65K | Buy |
+1,084
| New | +$65K | 0.08% | 116 |
|