WMS Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $462K | Hold |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $530K | Sell |
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|
2020
Q3 | $532K | Hold |
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|
2020
Q2 | $505K | Hold |
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $458K | Hold |
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|
2019
Q3 | $489K | Sell |
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|
2019
Q2 | $518K | Buy |
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|
2019
Q1 | $441K | Hold |
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|
2018
Q4 | $383K | Sell |
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|
2018
Q3 | $438K | Sell |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $509K | Hold |
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|
2017
Q4 | $536K | Hold |
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|
2017
Q3 | $518K | Hold |
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|
2017
Q2 | $527K | Hold |
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|
2017
Q1 | $520K | Sell |
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|
2016
Q4 | $502K | Buy |
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|
2016
Q3 | $523K | Sell |
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|
2016
Q2 | $533K | Buy |
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|
2016
Q1 | $481K | Hold |
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|
2015
Q4 | $453K | Hold |
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|
2015
Q3 | $432K | Sell |
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|
2015
Q2 | $523K | Buy |
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|
2015
Q1 | $536K | Buy |
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|
2014
Q4 | $442K | Hold |
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|
2014
Q3 | $417K | Hold |
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|
2014
Q2 | $435K | Hold |
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|
2014
Q1 | $415K | Hold |
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|
2013
Q4 | $417K | Hold |
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|
2013
Q3 | $379K | Hold |
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|
2013
Q2 | $366K | Buy |
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