Smallwood Wealth Investment Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $436K | Hold |
4,649
| – | – | 0.27% | 47 |
|
|
2024
Q4 | $423K | Hold |
4,649
| – | – | 0.29% | 49 |
|
|
2024
Q3 | $483K | Hold |
4,649
| – | – | 0.34% | 41 |
|
|
2024
Q2 | $451K | Hold |
4,649
| – | – | 0.35% | 42 |
|
|
2024
Q1 | $419K | Hold |
4,649
| – | – | 0.32% | 46 |
|
|
2023
Q4 | $371K | Hold |
4,649
| – | – | 0.31% | 45 |
|
|
2023
Q3 | $331K | Hold |
4,649
| – | – | 0.3% | 46 |
|
|
2023
Q2 | $358K | Hold |
4,649
| – | – | 0.32% | 44 |
|
|
2023
Q1 | $349K | Hold |
4,649
| – | – | 0.33% | 44 |
|
|
2022
Q4 | $366K | Sell |
4,649
-223
| -5% | -$17.6K | 0.31% | 51 |
|
|
2022
Q3 | $342K | Hold |
4,872
| – | – | 0.31% | 54 |
|
|
2022
Q2 | $390K | Hold |
4,872
| – | – | 0.4% | 44 |
|
|
2022
Q1 | $369K | Hold |
4,872
| – | – | 0.35% | 41 |
|
|
2021
Q4 | $416K | Buy |
+4,872
| New | +$416K | 0.39% | 39 |
|