SW
SVB Wealth’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
+19,596
| New | +$1.78M | 0.1% | 169 |
|
|
2025
Q1 | – | Sell |
-30,601
| Closed | -$2.78M | – | 1537 |
|
|
2024
Q4 | $2.78M | Buy |
+30,601
| New | +$2.78M | 0.05% | 193 |
|
|
2024
Q3 | – | Sell |
-32,487
| Closed | -$3.15M | – | 118 |
|
|
2024
Q2 | $3.15M | Sell |
32,487
-2,396
| -7% | -$233K | 0.08% | 192 |
|
|
2024
Q1 | $3.14M | Buy |
34,883
+920
| +3% | +$82.8K | 0.07% | 209 |
|
|
2023
Q4 | $2.71M | Sell |
33,963
-2,804
| -8% | -$224K | 0.07% | 208 |
|
|
2023
Q3 | $2.61M | Sell |
36,767
-5,399
| -13% | -$384K | 0.06% | 195 |
|
|
2023
Q2 | $3.25M | Sell |
42,166
-3,928
| -9% | -$303K | 0.06% | 190 |
|
|
2023
Q1 | $3.46M | Sell |
46,094
-1,456
| -3% | -$109K | 0.05% | 203 |
|
|
2022
Q4 | $3.75M | Sell |
47,550
-2,439
| -5% | -$192K | 0.05% | 195 |
|
|
2022
Q3 | $3.51M | Sell |
49,989
-2,403
| -5% | -$169K | 0.05% | 194 |
|
|
2022
Q2 | $4.2M | Sell |
52,392
-4,028
| -7% | -$323K | 0.06% | 161 |
|
|
2022
Q1 | $4.28M | Buy |
56,420
+7,568
| +15% | +$574K | 0.06% | 158 |
|
|
2021
Q4 | $4.17M | Sell |
48,852
-1,001
| -2% | -$85.4K | 0.07% | 159 |
|
|
2021
Q3 | $3.77M | Buy |
49,853
+431
| +0.9% | +$32.6K | 0.05% | 190 |
|
|
2021
Q2 | $4.02M | Sell |
49,422
-3,388
| -6% | -$276K | 0.05% | 185 |
|
|
2021
Q1 | $4.16M | Sell |
52,810
-4,233
| -7% | -$334K | 0.06% | 172 |
|
|
2020
Q4 | $4.88M | Sell |
57,043
-3,445
| -6% | -$295K | 0.07% | 161 |
|
|
2020
Q3 | $4.67M | Sell |
60,488
-953
| -2% | -$73.5K | 0.08% | 151 |
|
|
2020
Q2 | $4.5M | Sell |
61,441
-1,952
| -3% | -$143K | 0.08% | 142 |
|
|
2020
Q1 | $4.21M | Sell |
63,393
-5,010
| -7% | -$332K | 0.1% | 124 |
|
|
2019
Q4 | $4.71M | Sell |
68,403
-2,591
| -4% | -$178K | 0.09% | 142 |
|
|
2019
Q3 | $5.22M | Sell |
70,994
-1,091
| -2% | -$80.2K | 0.1% | 129 |
|
|
2019
Q2 | $5.17M | Sell |
72,085
-3,272
| -4% | -$234K | 0.17% | 128 |
|
|
2019
Q1 | $5.17M | Sell |
75,357
-8,598
| -10% | -$589K | 0.2% | 100 |
|
|
2018
Q4 | $5M | Sell |
83,955
-13,006
| -13% | -$774K | 0.21% | 101 |
|
|
2018
Q3 | $6.49M | Sell |
96,961
-16,796
| -15% | -$1.12M | 0.23% | 100 |
|
|
2018
Q2 | $7.37M | Sell |
113,757
-3,371
| -3% | -$218K | 0.28% | 96 |
|
|
2018
Q1 | $8.4M | Sell |
117,128
-11,291
| -9% | -$809K | 0.32% | 88 |
|
|
2017
Q4 | $9.69M | Sell |
128,419
-8,495
| -6% | -$641K | 0.36% | 86 |
|
|
2017
Q3 | $9.97M | Sell |
136,914
-4,861
| -3% | -$354K | 0.38% | 83 |
|
|
2017
Q2 | $10.5M | Sell |
141,775
-7,768
| -5% | -$576K | 0.41% | 79 |
|
|
2017
Q1 | $10.9M | Sell |
149,543
-37,608
| -20% | -$2.75M | 0.44% | 75 |
|
|
2016
Q4 | $12.2M | Sell |
187,151
-21,847
| -10% | -$1.43M | 0.51% | 61 |
|
|
2016
Q3 | $15.5M | Sell |
208,998
-13,965
| -6% | -$1.04M | 0.63% | 54 |
|
|
2016
Q2 | $16.3M | Sell |
222,963
-29,513
| -12% | -$2.16M | 0.67% | 52 |
|
|
2016
Q1 | $17.8M | Sell |
252,476
-32,064
| -11% | -$2.27M | 0.73% | 49 |
|
|
2015
Q4 | $19M | Sell |
284,540
-91,010
| -24% | -$6.06M | 0.75% | 38 |
|
|
2015
Q3 | $23.8M | Sell |
375,550
-46,516
| -11% | -$2.95M | 0.92% | 25 |
|
|
2015
Q2 | $27.6M | Sell |
422,066
-14,978
| -3% | -$980K | 0.91% | 27 |
|
|
2015
Q1 | $30.3M | Sell |
437,044
-48,685
| -10% | -$3.38M | 0.98% | 23 |
|
|
2014
Q4 | $33.6M | Buy |
+485,729
| New | +$33.6M | 1.09% | 19 |
|