Arkadios Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
15,324
+946
| +7% | +$86K | 0.04% | 439 |
|
|
2025
Q1 | $1.35M | Buy |
14,378
+7,902
| +122% | +$740K | 0.05% | 377 |
|
|
2024
Q4 | $589K | Buy |
6,476
+678
| +12% | +$61.6K | 0.03% | 482 |
|
|
2024
Q3 | $602K | Buy |
5,798
+45
| +0.8% | +$4.67K | 0.03% | 480 |
|
|
2024
Q2 | $558K | Buy |
5,753
+746
| +15% | +$72.4K | 0.04% | 440 |
|
|
2024
Q1 | $451K | Sell |
5,007
-48
| -0.9% | -$4.32K | 0.03% | 400 |
|
|
2023
Q4 | $403K | Buy |
5,055
+641
| +15% | +$51.1K | 0.03% | 433 |
|
|
2023
Q3 | $314K | Buy |
4,414
+87
| +2% | +$6.19K | 0.03% | 469 |
|
|
2023
Q2 | $333K | Buy |
4,327
+1,296
| +43% | +$99.8K | 0.04% | 415 |
|
|
2023
Q1 | $228K | Buy |
+3,031
| New | +$228K | 0.03% | 527 |
|
|
2022
Q3 | – | Sell |
-2,556
| Closed | -$205K | – | 526 |
|
|
2022
Q2 | $205K | Buy |
+2,556
| New | +$205K | 0.03% | 502 |
|
|
2022
Q1 | – | Sell |
-2,665
| Closed | -$227K | – | 563 |
|
|
2021
Q4 | $227K | Sell |
2,665
-2,210
| -45% | -$188K | 0.03% | 509 |
|
|
2021
Q3 | $368K | Sell |
4,875
-1,756
| -26% | -$133K | 0.05% | 358 |
|
|
2021
Q2 | $539K | Buy |
6,631
+2,966
| +81% | +$241K | 0.07% | 311 |
|
|
2021
Q1 | $288K | Buy |
3,665
+16
| +0.4% | +$1.26K | 0.05% | 348 |
|
|
2020
Q4 | $312K | Buy |
3,649
+2,826
| +343% | +$242K | 0.07% | 258 |
|
|
2020
Q3 | $66.1K | Sell |
823
-169
| -17% | -$13.6K | 0.03% | 355 |
|
|
2020
Q2 | $74.3K | Buy |
992
+310
| +45% | +$23.2K | 0.04% | 306 |
|
|
2020
Q1 | $45.2K | Sell |
682
-111
| -14% | -$7.36K | 0.03% | 356 |
|
|
2019
Q4 | $60.5K | Buy |
+793
| New | +$60.5K | 0.04% | 292 |
|