WKWM
Walter & Keenan Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
2,681
+288
| +12% | +$26.2K | 0.07% | 140 |
|
|
2025
Q1 | $224K | Buy |
+2,393
| New | +$224K | 0.07% | 140 |
|
|
2024
Q4 | – | Sell |
-2,202
| Closed | -$229K | – | 152 |
|
|
2024
Q3 | $229K | Buy |
2,202
+5
| +0.2% | +$519 | 0.07% | 140 |
|
|
2024
Q2 | $213K | Buy |
+2,197
| New | +$213K | 0.07% | 141 |
|
|
2024
Q1 | – | Sell |
-5,119
| Closed | -$408K | – | 143 |
|
|
2023
Q4 | $408K | Sell |
5,119
-599
| -10% | -$47.7K | 0.15% | 111 |
|
|
2023
Q3 | $407K | Sell |
5,718
-399
| -7% | -$28.4K | 0.16% | 106 |
|
|
2023
Q2 | $471K | Buy |
6,117
+160
| +3% | +$12.3K | 0.17% | 103 |
|
|
2023
Q1 | $448K | Sell |
5,957
-1,380
| -19% | -$104K | 0.17% | 102 |
|
|
2022
Q4 | $578K | Sell |
7,337
-1,500
| -17% | -$118K | 0.23% | 85 |
|
|
2022
Q3 | $621K | Buy |
8,837
+24
| +0.3% | +$1.69K | 0.26% | 80 |
|
|
2022
Q2 | $706K | Sell |
8,813
-120
| -1% | -$9.61K | 0.28% | 76 |
|
|
2022
Q1 | $677K | Hold |
8,933
| – | – | 0.23% | 82 |
|
|
2021
Q4 | $762K | Hold |
8,933
| – | – | 0.25% | 78 |
|
|
2021
Q3 | $675K | Buy |
8,933
+133
| +2% | +$10.1K | 0.23% | 86 |
|
|
2021
Q2 | $716K | Sell |
8,800
-700
| -7% | -$57K | 0.25% | 83 |
|
|
2021
Q1 | $749K | Sell |
9,500
-1,500
| -14% | -$118K | 0.27% | 79 |
|
|
2020
Q4 | $941K | Hold |
11,000
| – | – | 0.34% | 72 |
|
|
2020
Q3 | $849K | Hold |
11,000
| – | – | 0.34% | 71 |
|
|
2020
Q2 | $806K | Sell |
11,000
-940
| -8% | -$68.9K | 0.33% | 69 |
|
|
2020
Q1 | $783K | Buy |
11,940
+715
| +6% | +$46.9K | 0.31% | 44 |
|
|
2019
Q4 | $773K | Sell |
11,225
-3,000
| -21% | -$207K | 0.3% | 75 |
|
|
2019
Q3 | $1.05M | Buy |
14,225
+6,000
| +73% | +$441K | 0.4% | 67 |
|
|
2019
Q2 | $589K | Hold |
8,225
| – | – | 0.26% | 77 |
|
|
2019
Q1 | $564K | Sell |
8,225
-15,000
| -65% | -$1.03M | 0.25% | 80 |
|
|
2018
Q4 | $1.38M | Hold |
23,225
| – | – | 0.62% | 42 |
|
|
2018
Q3 | $1.56K | Hold |
23,225
| – | – | 0.47% | 47 |
|
|
2018
Q2 | $1.51M | Hold |
23,225
| – | – | 0.65% | 49 |
|
|
2018
Q1 | $1.67M | Hold |
23,225
| – | – | 0.72% | 44 |
|
|
2017
Q4 | $1.75M | Sell |
23,225
-2,000
| -8% | -$151K | 0.74% | 44 |
|
|
2017
Q3 | $1.84M | Hold |
25,225
| – | – | 0.85% | 38 |
|
|
2017
Q2 | $1.87M | Hold |
25,225
| – | – | 0.94% | 35 |
|
|
2017
Q1 | $1.85M | Hold |
25,225
| – | – | 0.96% | 32 |
|
|
2016
Q4 | $1.65M | Hold |
25,225
| – | – | 0.88% | 37 |
|
|
2016
Q3 | $1.87M | Sell |
25,225
-2,225
| -8% | -$165K | 1.03% | 32 |
|
|
2016
Q2 | $2.01M | Sell |
27,450
-3,254
| -11% | -$238K | 1.12% | 30 |
|
|
2016
Q1 | $2.17M | Buy |
30,704
+1,070
| +4% | +$75.6K | 1.24% | 28 |
|
|
2015
Q4 | $1.97M | Sell |
29,634
-250
| -0.8% | -$16.7K | 1.15% | 28 |
|
|
2015
Q3 | $1.9M | Buy |
29,884
+3,584
| +14% | +$227K | 1.17% | 29 |
|
|
2015
Q2 | $1.72M | Sell |
26,300
-1,070
| -4% | -$70K | 1% | 33 |
|
|
2015
Q1 | $1.9M | Buy |
27,370
+1,070
| +4% | +$74.2K | 1.07% | 32 |
|
|
2014
Q4 | $1.82M | Sell |
26,300
-3,584
| -12% | -$248K | 1.04% | 34 |
|
|
2014
Q3 | $1.95M | Hold |
29,884
| – | – | 1.14% | 28 |
|
|
2014
Q2 | $2.04M | Sell |
29,884
-1,200
| -4% | -$81.8K | 1.06% | 29 |
|
|
2014
Q1 | $2.02M | Buy |
+31,084
| New | +$2.02M | 1.11% | 28 |
|