Adero Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $363K | Buy |
3,871
+864
| +29% | +$81K | 0.02% | 154 |
|
2024
Q4 | $273K | Sell |
3,007
-134
| -4% | -$12.2K | 0.02% | 181 |
|
2024
Q3 | $326K | Buy |
3,141
+275
| +10% | +$28.5K | 0.02% | 159 |
|
2024
Q2 | $278K | Buy |
2,866
+352
| +14% | +$34.2K | 0.02% | 167 |
|
2024
Q1 | $226K | Buy |
+2,514
| New | +$226K | 0.02% | 177 |
|
2021
Q4 | – | Sell |
-2,704
| Closed | -$204K | – | 157 |
|
2021
Q3 | $204K | Buy |
+2,704
| New | +$204K | 0.04% | 138 |
|