Valley Wealth Managers’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 | – | Sell |
-84
| Closed | -$7.64K | – | 386 |
|
|
2024
Q4 | $7.64K | Sell |
84
-16
| -16% | -$1.45K | ﹤0.01% | 300 |
|
|
2024
Q3 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $9.7K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2024
Q1 | $9.01K | Hold |
100
| – | – | ﹤0.01% | 259 |
|
|
2023
Q4 | $7.97K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2023
Q3 | $7.11K | Sell |
100
-58
| -37% | -$4.12K | ﹤0.01% | 298 |
|
|
2023
Q2 | $12.2K | Hold |
158
| – | – | ﹤0.01% | 264 |
|
|
2023
Q1 | $11.9K | Hold |
158
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $12.4K | Sell |
158
-250
| -61% | -$19.7K | ﹤0.01% | 288 |
|
|
2022
Q3 | $29K | Buy |
408
+250
| +158% | +$17.8K | ﹤0.01% | 268 |
|
|
2022
Q2 | $13K | Buy |
+158
| New | +$13K | ﹤0.01% | 317 |
|
|
2017
Q2 | – | Sell |
-600
| Closed | -$44K | – | 134 |
|
|
2017
Q1 | $44K | Sell |
600
-100
| -14% | -$7.33K | 0.01% | 143 |
|
|
2016
Q4 | $46K | Sell |
700
-100
| -13% | -$6.57K | 0.01% | 139 |
|
|
2016
Q3 | $59K | Hold |
800
| – | – | 0.01% | 140 |
|
|
2016
Q2 | $59K | Buy |
+800
| New | +$59K | 0.01% | 137 |
|