Arete Wealth Advisors’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
Q3 | – | Sell |
-2,245
| Closed | -$204K | – | 768 |
|
|
2025
Q2 | $204K | Buy |
+2,245
| New | +$205K | 0.01% | 686 |
|
|
2023
Q3 | – | Sell |
-4,065
| Closed | -$313K | – | 535 |
|
|
2023
Q2 | $313K | Sell |
4,065
-1,339
| -25% | -$104K | 0.03% | 483 |
|
|
2023
Q1 | $325K | Buy |
5,404
+294
| +6% | +$21.9K | 0.03% | 450 |
|
|
2022
Q4 | $318M | Buy |
5,110
+379
| +8% | +$28.4K | 0.03% | 442 |
|
|
2022
Q3 | $258K | Buy |
4,731
+828
| +21% | +$64.9K | 0.03% | 445 |
|
|
2022
Q2 | $227K | Sell |
3,903
-933
| -19% | -$73K | 0.02% | 398 |
|
|
2022
Q1 | $291K | Sell |
4,836
-69
| -1% | -$5.47K | 0.02% | 380 |
|
|
2021
Q4 | $331K | Buy |
4,905
+2,211
| +82% | +$173K | 0.03% | 370 |
|
|
2021
Q3 | $204K | Buy |
+2,694
| New | +$214K | 0.02% | 394 |
|
|
2021
Q2 | – | Sell |
-4,124
| Closed | -$255K | – | 384 |
|
|
2021
Q1 | $255K | Sell |
4,124
-1,341
| -25% | -$105K | 0.03% | 346 |
|
|
2020
Q4 | $385K | Sell |
5,465
-1,565
| -22% | -$129K | 0.05% | 270 |
|
|
2020
Q3 | $467K | Buy |
7,030
+1,561
| +29% | +$119K | 0.07% | 219 |
|
|
2020
Q2 | $401K | Buy |
5,469
+353
| +7% | +$25.1K | 0.07% | 248 |
|
|
2020
Q1 | $340K | Sell |
5,116
-69
| -1% | -$4.87K | 0.07% | 234 |
|
|
2019
Q4 | $357K | Sell |
5,185
-742
| -13% | -$50.6K | 0.06% | 273 |
|
|
2019
Q3 | $436K | Sell |
5,927
-3,733
| -39% | -$271K | 0.08% | 232 |
|
|
2019
Q2 | $692K | Sell |
9,660
-369
| -4% | -$26.2K | 0.13% | 176 |
|
|
2019
Q1 | $687K | Buy |
10,029
+3,668
| +58% | +$237K | 0.14% | 176 |
|
|
2018
Q4 | $379K | Buy |
6,361
+1,957
| +44% | +$122K | 0.09% | 228 |
|
|
2018
Q3 | $295K | Buy |
4,404
+40
| +0.9% | +$2.66K | 0.07% | 274 |
|
|
2018
Q2 | $283K | Buy |
4,364
+1,449
| +50% | +$94.8K | 0.07% | 287 |
|
|
2018
Q1 | $209K | Buy |
2,915
+216
| +8% | +$15.5K | 0.07% | 296 |
|
|
2017
Q4 | $204K | Buy |
+2,699
| New | +$197K | 0.07% | 292 |
|
Other funds holding CL
