Secure Asset Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,988
| Closed | -$272K | – | 308 |
|
|
2024
Q4 | $272K | Buy |
2,988
+12
| +0.4% | +$1.09K | 0.04% | 265 |
|
|
2024
Q3 | $309K | Buy |
2,976
+10
| +0.3% | +$1.04K | 0.05% | 241 |
|
|
2024
Q2 | $288K | Buy |
2,966
+273
| +10% | +$26.5K | 0.05% | 234 |
|
|
2024
Q1 | $243K | Buy |
2,693
+10
| +0.4% | +$901 | 0.06% | 206 |
|
|
2023
Q4 | $214K | Buy |
+2,683
| New | +$214K | 0.06% | 214 |
|
|
2023
Q3 | – | Sell |
-2,729
| Closed | -$210K | – | 211 |
|
|
2023
Q2 | $210K | Buy |
2,729
+11
| +0.4% | +$847 | 0.06% | 181 |
|
|
2023
Q1 | $204K | Sell |
2,718
-5
| -0.2% | -$376 | 0.07% | 184 |
|
|
2022
Q4 | $215K | Buy |
+2,723
| New | +$215K | 0.08% | 186 |
|
|
2022
Q3 | – | Sell |
-2,717
| Closed | -$218K | – | 158 |
|
|
2022
Q2 | $218K | Buy |
2,717
+11
| +0.4% | +$883 | 0.12% | 145 |
|
|
2022
Q1 | $205K | Buy |
2,706
+118
| +5% | +$8.94K | 0.09% | 191 |
|
|
2021
Q4 | $221K | Buy |
+2,588
| New | +$221K | 0.09% | 186 |
|
|
2021
Q3 | – | Sell |
-2,567
| Closed | -$209K | – | 185 |
|
|
2021
Q2 | $209K | Buy |
2,567
+9
| +0.4% | +$733 | 0.11% | 172 |
|
|
2021
Q1 | $202K | Buy |
2,558
+10
| +0.4% | +$790 | 0.11% | 174 |
|
|
2020
Q4 | $218K | Buy |
+2,548
| New | +$218K | 0.13% | 142 |
|