Waldron Private Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,159
| Closed | -$202K | – | 300 |
|
|
2025
Q1 | $202K | Sell |
2,159
-5,259
| -71% | -$493K | 0.01% | 285 |
|
|
2024
Q4 | $674K | Buy |
7,418
+1,786
| +32% | +$162K | 0.03% | 213 |
|
|
2024
Q3 | $585K | Buy |
5,632
+118
| +2% | +$12.3K | 0.02% | 232 |
|
|
2024
Q2 | $535K | Sell |
5,514
-725
| -12% | -$70.4K | 0.02% | 223 |
|
|
2024
Q1 | $562K | Sell |
6,239
-39
| -0.6% | -$3.51K | 0.03% | 221 |
|
|
2023
Q4 | $500K | Buy |
6,278
+917
| +17% | +$73.1K | 0.02% | 233 |
|
|
2023
Q3 | $381K | Buy |
5,361
+140
| +3% | +$9.96K | 0.02% | 258 |
|
|
2023
Q2 | $402K | Sell |
5,221
-535
| -9% | -$41.2K | 0.02% | 256 |
|
|
2023
Q1 | $433K | Buy |
5,756
+1,180
| +26% | +$88.7K | 0.02% | 271 |
|
|
2022
Q4 | $321K | Hold |
4,576
| – | – | 0.02% | 294 |
|
|
2022
Q3 | $321K | Buy |
4,576
+687
| +18% | +$48.2K | 0.02% | 294 |
|
|
2022
Q2 | $311K | Buy |
3,889
+230
| +6% | +$18.4K | 0.02% | 296 |
|
|
2022
Q1 | $277K | Buy |
3,659
+96
| +3% | +$7.27K | 0.01% | 330 |
|
|
2021
Q4 | $304K | Sell |
3,563
-12
| -0.3% | -$1.02K | 0.02% | 309 |
|
|
2021
Q3 | $270K | Buy |
+3,575
| New | +$270K | 0.02% | 300 |
|
|
2020
Q4 | – | Sell |
-2,608
| Closed | -$201K | – | 297 |
|
|
2020
Q3 | $201K | Buy |
+2,608
| New | +$201K | 0.02% | 258 |
|
|
2019
Q2 | – | Sell |
-3,202
| Closed | -$219K | – | 250 |
|
|
2019
Q1 | $219K | Buy |
+3,202
| New | +$219K | 0.02% | 233 |
|
|
2018
Q1 | – | Sell |
-2,731
| Closed | -$206K | – | 178 |
|
|
2017
Q4 | $206K | Buy |
+2,731
| New | +$206K | 0.05% | 158 |
|
|
2017
Q3 | – | Sell |
-2,731
| Closed | -$202K | – | 157 |
|
|
2017
Q2 | $202K | Sell |
2,731
-562
| -17% | -$41.6K | 0.06% | 128 |
|
|
2017
Q1 | $238K | Buy |
+3,293
| New | +$238K | 0.06% | 188 |
|