SSWM
Sheets Smith Wealth Management’s Colgate-Palmolive CL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $961K | Hold |
10,573
| – | – | 0.11% | 174 |
|
2025
Q1 | $991K | Buy |
10,573
+37
| +0.4% | +$3.47K | 0.12% | 159 |
|
2024
Q4 | $958K | Hold |
10,536
| – | – | 0.12% | 166 |
|
2024
Q3 | $1.09M | Hold |
10,536
| – | – | 0.13% | 146 |
|
2024
Q2 | $1.02M | Hold |
10,536
| – | – | 0.12% | 158 |
|
2024
Q1 | $949K | Hold |
10,536
| – | – | 0.11% | 170 |
|
2023
Q4 | $840K | Buy |
10,536
+150
| +1% | +$12K | 0.12% | 151 |
|
2023
Q3 | $739K | Buy |
10,386
+120
| +1% | +$8.53K | 0.11% | 158 |
|
2023
Q2 | $791K | Hold |
10,266
| – | – | 0.12% | 159 |
|
2023
Q1 | $772K | Hold |
10,266
| – | – | 0.12% | 159 |
|
2022
Q4 | $809K | Hold |
10,266
| – | – | 0.13% | 153 |
|
2022
Q3 | $721K | Buy |
10,266
+2
| +0% | +$140 | 0.12% | 153 |
|
2022
Q2 | $823K | Sell |
10,264
-87
| -0.8% | -$6.98K | 0.14% | 148 |
|
2022
Q1 | $785K | Buy |
10,351
+1
| +0% | +$76 | 0.11% | 161 |
|
2021
Q4 | $883K | Hold |
10,350
| – | – | 0.11% | 165 |
|
2021
Q3 | $782K | Hold |
10,350
| – | – | 0.11% | 167 |
|
2021
Q2 | $842K | Hold |
10,350
| – | – | 0.11% | 158 |
|
2021
Q1 | $816K | Hold |
10,350
| – | – | 0.12% | 154 |
|
2020
Q4 | $885K | Hold |
10,350
| – | – | 0.13% | 146 |
|
2020
Q3 | $799K | Hold |
10,350
| – | – | 0.14% | 137 |
|
2020
Q2 | $758K | Hold |
10,350
| – | – | 0.15% | 124 |
|
2020
Q1 | $687K | Buy |
10,350
+269
| +3% | +$17.9K | 0.14% | 138 |
|
2019
Q4 | $694K | Hold |
10,081
| – | – | 0.13% | 159 |
|
2019
Q3 | $741K | Sell |
10,081
-2,000
| -17% | -$147K | 0.15% | 150 |
|
2019
Q2 | $866K | Sell |
12,081
-200
| -2% | -$14.3K | 0.18% | 141 |
|
2019
Q1 | $842K | Sell |
12,281
-169
| -1% | -$11.6K | 0.18% | 139 |
|
2018
Q4 | $741K | Buy |
12,450
+439
| +4% | +$26.1K | 0.2% | 130 |
|
2018
Q3 | $804K | Hold |
12,011
| – | – | 0.17% | 153 |
|
2018
Q2 | $778K | Hold |
12,011
| – | – | 0.18% | 133 |
|
2018
Q1 | $861K | Hold |
12,011
| – | – | 0.21% | 128 |
|
2017
Q4 | $906K | Buy |
12,011
+74
| +0.6% | +$5.58K | 0.21% | 125 |
|
2017
Q3 | $870K | Hold |
11,937
| – | – | 0.22% | 126 |
|
2017
Q2 | $885K | Hold |
11,937
| – | – | 0.23% | 121 |
|
2017
Q1 | $874K | Hold |
11,937
| – | – | 0.23% | 125 |
|
2016
Q4 | $781K | Hold |
11,937
| – | – | 0.22% | 130 |
|
2016
Q3 | $885K | Hold |
11,937
| – | – | 0.25% | 117 |
|
2016
Q2 | $874K | Sell |
11,937
-200
| -2% | -$14.6K | 0.25% | 117 |
|
2016
Q1 | $857K | Hold |
12,137
| – | – | 0.26% | 116 |
|
2015
Q4 | $809K | Hold |
12,137
| – | – | 0.24% | 115 |
|
2015
Q3 | $770K | Hold |
12,137
| – | – | 0.26% | 106 |
|
2015
Q2 | $794K | Hold |
12,137
| – | – | 0.22% | 133 |
|
2015
Q1 | $842K | Sell |
12,137
-73
| -0.6% | -$5.06K | 0.23% | 134 |
|
2014
Q4 | $845K | Hold |
12,210
| – | – | 0.22% | 139 |
|
2014
Q3 | $796K | Hold |
12,210
| – | – | 0.22% | 141 |
|
2014
Q2 | $832K | Sell |
12,210
-800
| -6% | -$54.5K | 0.22% | 140 |
|
2014
Q1 | $844K | Sell |
13,010
-1,200
| -8% | -$77.8K | 0.24% | 116 |
|
2013
Q4 | $927K | Hold |
14,210
| – | – | 0.26% | 103 |
|
2013
Q3 | $843K | Sell |
14,210
-500
| -3% | -$29.7K | 0.27% | 99 |
|
2013
Q2 | $843K | Buy |
+14,710
| New | +$843K | 0.29% | 94 |
|