RWM
RKL Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,656
| Closed | -$524K | – | 132 |
|
|
2022
Q4 | $524K | Sell |
6,656
-48
| -0.7% | -$3.78K | 0.07% | 92 |
|
|
2022
Q3 | $471K | Buy |
6,704
+1
| +0% | +$70 | 0.07% | 91 |
|
|
2022
Q2 | $537K | Buy |
6,703
+407
| +6% | +$32.6K | 0.07% | 90 |
|
|
2022
Q1 | $477K | Hold |
6,296
| – | – | 0.06% | 101 |
|
|
2021
Q4 | $537K | Sell |
6,296
-122
| -2% | -$10.4K | 0.06% | 89 |
|
|
2021
Q3 | $485K | Hold |
6,418
| – | – | 0.06% | 88 |
|
|
2021
Q2 | $522K | Hold |
6,418
| – | – | 0.07% | 90 |
|
|
2021
Q1 | $506K | Sell |
6,418
-480
| -7% | -$37.8K | 0.07% | 89 |
|
|
2020
Q4 | $590K | Sell |
6,898
-600
| -8% | -$51.3K | 0.08% | 87 |
|
|
2020
Q3 | $578K | Buy |
7,498
+343
| +5% | +$26.4K | 0.09% | 85 |
|
|
2020
Q2 | $524K | Hold |
7,155
| – | – | 0.09% | 86 |
|
|
2020
Q1 | $475K | Sell |
7,155
-757
| -10% | -$50.3K | 0.1% | 86 |
|
|
2019
Q4 | $545K | Sell |
7,912
-600
| -7% | -$41.3K | 0.1% | 90 |
|
|
2019
Q3 | $627K | Sell |
8,512
-36
| -0.4% | -$2.65K | 0.12% | 87 |
|
|
2019
Q2 | $614K | Sell |
8,548
-2,415
| -22% | -$173K | 0.11% | 90 |
|
|
2019
Q1 | $754K | Sell |
10,963
-151
| -1% | -$10.4K | 0.15% | 86 |
|
|
2018
Q4 | $663K | Buy |
11,114
+88
| +0.8% | +$5.25K | 0.15% | 83 |
|
|
2018
Q3 | $739K | Sell |
11,026
-1,534
| -12% | -$103K | 0.16% | 84 |
|
|
2018
Q2 | $816K | Sell |
12,560
-205
| -2% | -$13.3K | 0.18% | 83 |
|
|
2018
Q1 | $915K | Buy |
12,765
+22
| +0.2% | +$1.58K | 0.22% | 81 |
|
|
2017
Q4 | $961K | Buy |
12,743
+973
| +8% | +$73.4K | 0.24% | 81 |
|
|
2017
Q3 | $859K | Buy |
11,770
+141
| +1% | +$10.3K | 0.24% | 83 |
|
|
2017
Q2 | $864K | Buy |
11,629
+3,967
| +52% | +$295K | 0.27% | 81 |
|
|
2017
Q1 | $560K | Sell |
7,662
-730
| -9% | -$53.4K | 0.23% | 77 |
|
|
2016
Q4 | $549K | Hold |
8,392
| – | – | 0.26% | 61 |
|
|
2016
Q3 | $622K | Hold |
8,392
| – | – | 0.31% | 56 |
|
|
2016
Q2 | $610K | Buy |
8,392
+1,000
| +14% | +$72.7K | 0.32% | 53 |
|
|
2016
Q1 | $522K | Sell |
7,392
-600
| -8% | -$42.4K | 0.3% | 45 |
|
|
2015
Q4 | $532 | Hold |
7,992
| – | – | 0.25% | 36 |
|
|
2015
Q3 | $507K | Sell |
7,992
-1,133
| -12% | -$71.9K | 0.32% | 36 |
|
|
2015
Q2 | $597K | Sell |
9,125
-105
| -1% | -$6.87K | 0.36% | 35 |
|
|
2015
Q1 | $640K | Buy |
9,230
+396
| +4% | +$27.5K | 0.39% | 36 |
|
|
2014
Q4 | $611K | Sell |
8,834
-428
| -5% | -$29.6K | 0.4% | 36 |
|
|
2014
Q3 | $604K | Hold |
9,262
| – | – | 0.42% | 33 |
|
|
2014
Q2 | $631K | Hold |
9,262
| – | – | 0.46% | 33 |
|
|
2014
Q1 | $601K | Buy |
+9,262
| New | +$601K | 0.45% | 34 |
|