Williams Jones Wealth Management’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 | $8.46M | Sell |
93,113
-2,200
| -2% | -$200K | 0.1% | 106 |
|
|
2025
Q1 | $8.93M | Sell |
95,313
-6,170
| -6% | -$578K | 0.11% | 103 |
|
|
2024
Q4 | $9.23M | Sell |
101,483
-2,763
| -3% | -$251K | 0.11% | 109 |
|
|
2024
Q3 | $10.8M | Sell |
104,246
-398
| -0.4% | -$41.3K | 0.13% | 106 |
|
|
2024
Q2 | $10.2M | Buy |
104,644
+50
| +0% | +$4.85K | 0.13% | 103 |
|
|
2024
Q1 | $9.42M | Sell |
104,594
-65,705
| -39% | -$5.92M | 0.12% | 105 |
|
|
2023
Q4 | $13.6M | Sell |
170,299
-46,069
| -21% | -$3.67M | 0.19% | 84 |
|
|
2023
Q3 | $15.4M | Sell |
216,368
-7,035
| -3% | -$500K | 0.24% | 78 |
|
|
2023
Q2 | $17.2M | Sell |
223,403
-2,245
| -1% | -$173K | 0.26% | 75 |
|
|
2023
Q1 | $17M | Sell |
225,648
-1,888
| -0.8% | -$142K | 0.27% | 71 |
|
|
2022
Q4 | $17.9M | Sell |
227,536
-20,021
| -8% | -$1.58M | 0.3% | 64 |
|
|
2022
Q3 | $17.4M | Sell |
247,557
-4,646
| -2% | -$326K | 0.3% | 66 |
|
|
2022
Q2 | $20.2M | Buy |
252,203
+6,508
| +3% | +$522K | 0.33% | 63 |
|
|
2022
Q1 | $18.6M | Buy |
245,695
+440
| +0.2% | +$33.4K | 0.26% | 71 |
|
|
2021
Q4 | $20.9M | Sell |
245,255
-5,542
| -2% | -$473K | 0.26% | 70 |
|
|
2021
Q3 | $19M | Sell |
250,797
-7,943
| -3% | -$600K | 0.27% | 71 |
|
|
2021
Q2 | $21M | Sell |
258,740
-1,304
| -0.5% | -$106K | 0.29% | 66 |
|
|
2021
Q1 | $20.5M | Buy |
260,044
+1,764
| +0.7% | +$139K | 0.32% | 62 |
|
|
2020
Q4 | $22.1M | Buy |
258,280
+2,065
| +0.8% | +$177K | 0.36% | 56 |
|
|
2020
Q3 | $19.8M | Sell |
256,215
-3,557
| -1% | -$274K | 0.37% | 57 |
|
|
2020
Q2 | $19M | Buy |
259,772
+2,299
| +0.9% | +$168K | 0.39% | 53 |
|
|
2020
Q1 | $17.1M | Sell |
257,473
-4,549
| -2% | -$302K | 0.45% | 51 |
|
|
2019
Q4 | $18M | Sell |
262,022
-400
| -0.2% | -$27.5K | 0.35% | 62 |
|
|
2019
Q3 | $19.3M | Buy |
+262,422
| New | +$19.3M | 0.4% | 59 |
|