WA
Waverly Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Sell |
104,713
-3,810
| -4% | -$346K | 0.1% | 195 |
|
|
2025
Q1 | $10.2M | Buy |
108,523
+7,696
| +8% | +$721K | 0.12% | 180 |
|
|
2024
Q4 | $9.17M | Buy |
100,827
+3,378
| +3% | +$307K | 0.14% | 152 |
|
|
2024
Q3 | $10.1M | Buy |
97,449
+14,108
| +17% | +$1.46M | 0.19% | 118 |
|
|
2024
Q2 | $8.09M | Buy |
83,341
+75,818
| +1,008% | +$7.36M | 0.16% | 134 |
|
|
2024
Q1 | $677K | Buy |
7,523
+3,675
| +96% | +$331K | 0.02% | 423 |
|
|
2023
Q4 | $307K | Buy |
3,848
+87
| +2% | +$6.93K | 0.01% | 355 |
|
|
2023
Q3 | $267K | Buy |
3,761
+319
| +9% | +$22.7K | 0.01% | 340 |
|
|
2023
Q2 | $265K | Buy |
+3,442
| New | +$265K | 0.01% | 313 |
|
|
2018
Q1 | – | Sell |
-111
| Closed | -$8K | – | 218 |
|
|
2017
Q4 | $8K | Buy |
+111
| New | +$8K | ﹤0.01% | 338 |
|
|
2015
Q3 | – | Sell |
-103
| Closed | -$7K | – | 428 |
|
|
2015
Q2 | $7K | Hold |
103
| – | – | ﹤0.01% | 294 |
|
|
2015
Q1 | $7K | Sell |
103
-68
| -40% | -$4.62K | ﹤0.01% | 287 |
|
|
2014
Q4 | $12K | Hold |
171
| – | – | 0.01% | 272 |
|
|
2014
Q3 | $11K | Buy |
+171
| New | +$11K | 0.01% | 447 |
|
|
2014
Q1 | – | Sell |
-2,375
| Closed | -$155K | – | 709 |
|
|
2013
Q4 | $155K | Sell |
2,375
-75
| -3% | -$4.9K | 0.05% | 169 |
|
|
2013
Q3 | $145K | Buy |
+2,450
| New | +$145K | 0.07% | 120 |
|