WDA
Wendell David Associates’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
77,774
-1,240
| -2% | -$113K | 0.71% | 36 |
|
|
2025
Q1 | $7.4M | Sell |
79,014
-905
| -1% | -$84.8K | 0.74% | 36 |
|
|
2024
Q4 | $7.27M | Sell |
79,919
-2,265
| -3% | -$206K | 0.72% | 35 |
|
|
2024
Q3 | $8.53M | Buy |
82,184
+337
| +0.4% | +$35K | 0.82% | 36 |
|
|
2024
Q2 | $7.94M | Buy |
81,847
+274
| +0.3% | +$26.6K | 0.81% | 35 |
|
|
2024
Q1 | $7.35M | Sell |
81,573
-425
| -0.5% | -$38.3K | 0.74% | 38 |
|
|
2023
Q4 | $6.54M | Sell |
81,998
-425
| -0.5% | -$33.9K | 0.7% | 38 |
|
|
2023
Q3 | $5.86M | Sell |
82,423
-5,178
| -6% | -$368K | 0.69% | 37 |
|
|
2023
Q2 | $6.75M | Sell |
87,601
-369
| -0.4% | -$28.4K | 0.76% | 34 |
|
|
2023
Q1 | $6.61M | Sell |
87,970
-150
| -0.2% | -$11.3K | 0.78% | 35 |
|
|
2022
Q4 | $6.94M | Sell |
88,120
-1,200
| -1% | -$94.5K | 0.85% | 32 |
|
|
2022
Q3 | $6.28M | Sell |
89,320
-15
| -0% | -$1.05K | 0.84% | 34 |
|
|
2022
Q2 | $7.16M | Sell |
89,335
-432
| -0.5% | -$34.6K | 0.91% | 32 |
|
|
2022
Q1 | $6.81M | Sell |
89,767
-4,265
| -5% | -$323K | 0.76% | 37 |
|
|
2021
Q4 | $8.03M | Sell |
94,032
-4,268
| -4% | -$364K | 0.81% | 37 |
|
|
2021
Q3 | $7.43M | Sell |
98,300
-700
| -0.7% | -$52.9K | 0.83% | 35 |
|
|
2021
Q2 | $8.05M | Sell |
99,000
-440
| -0.4% | -$35.8K | 0.9% | 34 |
|
|
2021
Q1 | $7.84M | Sell |
99,440
-1,310
| -1% | -$103K | 0.94% | 32 |
|
|
2020
Q4 | $8.62M | Buy |
100,750
+980
| +1% | +$83.8K | 1.05% | 31 |
|
|
2020
Q3 | $7.7M | Sell |
99,770
-3,300
| -3% | -$255K | 1.03% | 31 |
|
|
2020
Q2 | $7.55M | Sell |
103,070
-2,850
| -3% | -$209K | 1.09% | 32 |
|
|
2020
Q1 | $7.03M | Sell |
105,920
-1,950
| -2% | -$129K | 1.19% | 26 |
|
|
2019
Q4 | $7.43M | Sell |
107,870
-2,490
| -2% | -$171K | 1.02% | 32 |
|
|
2019
Q3 | $8.11M | Sell |
110,360
-2,300
| -2% | -$169K | 1.19% | 28 |
|
|
2019
Q2 | $8.07M | Sell |
112,660
-2,860
| -2% | -$205K | 1.21% | 27 |
|
|
2019
Q1 | $7.92M | Sell |
115,520
-6,470
| -5% | -$443K | 1.23% | 26 |
|
|
2018
Q4 | $7.26M | Sell |
121,990
-14,478
| -11% | -$862K | 1.31% | 24 |
|
|
2018
Q3 | $9.14M | Sell |
136,468
-10,045
| -7% | -$673K | 1.42% | 19 |
|
|
2018
Q2 | $9.5M | Sell |
146,513
-10,101
| -6% | -$655K | 1.62% | 19 |
|
|
2018
Q1 | $11.2M | Sell |
156,614
-42,755
| -21% | -$3.06M | 2.02% | 13 |
|
|
2017
Q4 | $15M | Sell |
199,369
-7,488
| -4% | -$565K | 2.58% | 9 |
|
|
2017
Q3 | $15.1M | Sell |
206,857
-1,602
| -0.8% | -$117K | 2.66% | 8 |
|
|
2017
Q2 | $15.5M | Sell |
208,459
-2,750
| -1% | -$204K | 2.91% | 7 |
|
|
2017
Q1 | $15.5M | Sell |
211,209
-5,275
| -2% | -$386K | 2.96% | 7 |
|
|
2016
Q4 | $14.2M | Sell |
216,484
-1,452
| -0.7% | -$95K | 2.8% | 6 |
|
|
2016
Q3 | $16.2M | Sell |
217,936
-1,575
| -0.7% | -$117K | 3.19% | 5 |
|
|
2016
Q2 | $16M | Sell |
219,511
-6,250
| -3% | -$456K | 3.15% | 5 |
|
|
2016
Q1 | $16M | Sell |
225,761
-5,164
| -2% | -$367K | 3.11% | 6 |
|
|
2015
Q4 | $15.5M | Buy |
230,925
+1,613
| +0.7% | +$108K | 3.05% | 6 |
|
|
2015
Q3 | $14.4M | Sell |
229,312
-375
| -0.2% | -$23.6K | 2.97% | 6 |
|
|
2015
Q2 | $14.9M | Buy |
229,687
+383
| +0.2% | +$24.9K | 2.9% | 6 |
|
|
2015
Q1 | $15.8M | Buy |
229,304
+20
| +0% | +$1.38K | 3.04% | 6 |
|
|
2014
Q4 | $15.8M | Sell |
229,284
-300
| -0.1% | -$20.7K | 3.09% | 5 |
|
|
2014
Q3 | $14.9M | Sell |
229,584
-711
| -0.3% | -$46.2K | 3.11% | 4 |
|
|
2014
Q2 | $15.7M | Sell |
230,295
-50
| -0% | -$3.4K | 3.3% | 5 |
|
|
2014
Q1 | $15M | Buy |
230,345
+4,670
| +2% | +$304K | 3.25% | 4 |
|
|
2013
Q4 | $14.7M | Buy |
225,675
+185
| +0.1% | +$12K | 3.22% | 5 |
|
|
2013
Q3 | $13.3M | Sell |
225,490
-9,785
| -4% | -$577K | 3.19% | 5 |
|
|
2013
Q2 | $13.4M | Buy |
+235,275
| New | +$13.4M | 3.35% | 5 |
|