TSWM
Triangle Securities Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
5,530
-2,843
| -34% | -$258K | 0.12% | 150 |
|
|
2025
Q1 | $785K | Hold |
8,373
| – | – | 0.2% | 120 |
|
|
2024
Q4 | $761K | Sell |
8,373
-30
| -0.4% | -$2.73K | 0.2% | 125 |
|
|
2024
Q3 | $872K | Sell |
8,403
-151
| -2% | -$15.7K | 0.23% | 117 |
|
|
2024
Q2 | $830K | Hold |
8,554
| – | – | 0.23% | 120 |
|
|
2024
Q1 | $770K | Sell |
8,554
-97
| -1% | -$8.74K | 0.22% | 120 |
|
|
2023
Q4 | $690K | Sell |
8,651
-130
| -1% | -$10.4K | 0.21% | 120 |
|
|
2023
Q3 | $624K | Sell |
8,781
-300
| -3% | -$21.3K | 0.22% | 114 |
|
|
2023
Q2 | $700K | Sell |
9,081
-155
| -2% | -$11.9K | 0.24% | 116 |
|
|
2023
Q1 | $694K | Sell |
9,236
-803
| -8% | -$60.3K | 0.25% | 114 |
|
|
2022
Q4 | $791K | Sell |
10,039
-420
| -4% | -$33.1K | 0.29% | 102 |
|
|
2022
Q3 | $735K | Sell |
10,459
-414
| -4% | -$29.1K | 0.3% | 97 |
|
|
2022
Q2 | $871K | Sell |
10,873
-550
| -5% | -$44.1K | 0.34% | 88 |
|
|
2022
Q1 | $866K | Sell |
11,423
-1,630
| -12% | -$124K | 0.29% | 101 |
|
|
2021
Q4 | $1.11M | Hold |
13,053
| – | – | 0.35% | 90 |
|
|
2021
Q3 | $987K | Sell |
13,053
-33
| -0.3% | -$2.5K | 0.34% | 90 |
|
|
2021
Q2 | $1.07M | Sell |
13,086
-52
| -0.4% | -$4.23K | 0.36% | 86 |
|
|
2021
Q1 | $1.04M | Sell |
13,138
-205
| -2% | -$16.2K | 0.37% | 82 |
|
|
2020
Q4 | $1.14M | Sell |
13,343
-645
| -5% | -$55.2K | 0.45% | 76 |
|
|
2020
Q3 | $1.08M | Sell |
13,988
-788
| -5% | -$60.8K | 0.49% | 69 |
|
|
2020
Q2 | $1.08M | Sell |
14,776
-748
| -5% | -$54.8K | 0.52% | 66 |
|
|
2020
Q1 | $1.03M | Sell |
15,524
-1,361
| -8% | -$90.3K | 0.59% | 59 |
|
|
2019
Q4 | $1.16M | Buy |
16,885
+2,023
| +14% | +$139K | 0.5% | 59 |
|
|
2019
Q3 | $1.09M | Buy |
14,862
+685
| +5% | +$50.4K | 0.53% | 62 |
|
|
2019
Q2 | $1.04M | Sell |
14,177
-176
| -1% | -$12.9K | 0.53% | 61 |
|
|
2019
Q1 | $984K | Buy |
14,353
+310
| +2% | +$21.3K | 0.52% | 65 |
|
|
2018
Q4 | $836K | Sell |
14,043
-3,024
| -18% | -$180K | 0.49% | 67 |
|
|
2018
Q3 | $1.14M | Buy |
17,067
+81
| +0.5% | +$5.43K | 0.61% | 55 |
|
|
2018
Q2 | $1.1M | Sell |
16,986
-75
| -0.4% | -$4.86K | 0.62% | 53 |
|
|
2018
Q1 | $1.22M | Buy |
17,061
+1,308
| +8% | +$93.8K | 0.7% | 50 |
|
|
2017
Q4 | $1.19M | Hold |
15,753
| – | – | 0.68% | 48 |
|
|
2017
Q3 | $1.15M | Sell |
15,753
-175
| -1% | -$12.8K | 0.68% | 48 |
|
|
2017
Q2 | $1.18M | Sell |
15,928
-175
| -1% | -$13K | 0.78% | 42 |
|
|
2017
Q1 | $1.18M | Buy |
16,103
+771
| +5% | +$56.5K | 0.75% | 43 |
|
|
2016
Q4 | $1M | Buy |
15,332
+2,425
| +19% | +$159K | 0.67% | 50 |
|
|
2016
Q3 | $957K | Sell |
12,907
-150
| -1% | -$11.1K | 0.66% | 51 |
|
|
2016
Q2 | $956K | Sell |
13,057
-1,500
| -10% | -$110K | 0.71% | 48 |
|
|
2016
Q1 | $1.03M | Buy |
14,557
+725
| +5% | +$51.2K | 0.67% | 48 |
|
|
2015
Q4 | $921K | Buy |
13,832
+6,345
| +85% | +$422K | 0.62% | 49 |
|
|
2015
Q3 | $475K | Buy |
7,487
+893
| +14% | +$56.7K | 0.36% | 85 |
|
|
2015
Q2 | $431K | Hold |
6,594
| – | – | 0.3% | 93 |
|
|
2015
Q1 | $457K | Hold |
6,594
| – | – | 0.32% | 89 |
|
|
2014
Q4 | $456K | Hold |
6,594
| – | – | 0.32% | 87 |
|
|
2014
Q3 | $430K | Hold |
6,594
| – | – | 0.33% | 86 |
|
|
2014
Q2 | $450K | Buy |
6,594
+3,244
| +97% | +$221K | 0.34% | 82 |
|
|
2014
Q1 | $395K | Sell |
3,350
-3,244
| -49% | -$383K | 0.36% | 86 |
|
|
2013
Q4 | $430K | Hold |
6,594
| – | – | 0.35% | 84 |
|
|
2013
Q3 | $391K | Sell |
6,594
-176
| -3% | -$10.4K | 0.34% | 86 |
|
|
2013
Q2 | $388K | Buy |
+6,770
| New | +$388K | 0.29% | 86 |
|