Atria Investments’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 | $4.93M | Sell |
54,227
-11,616
| -18% | -$1.06M | 0.06% | 386 |
|
2025
Q1 | $6.17M | Sell |
65,843
-6,942
| -10% | -$650K | 0.08% | 305 |
|
2024
Q4 | $6.62M | Sell |
72,785
-1,280
| -2% | -$116K | 0.08% | 272 |
|
2024
Q3 | $7.69M | Sell |
74,065
-5,737
| -7% | -$596K | 0.1% | 243 |
|
2024
Q2 | $7.74M | Buy |
79,802
+12,177
| +18% | +$1.18M | 0.1% | 231 |
|
2024
Q1 | $6.09M | Buy |
67,625
+2,115
| +3% | +$190K | 0.08% | 290 |
|
2023
Q4 | $5.22M | Buy |
65,510
+7,547
| +13% | +$602K | 0.08% | 287 |
|
2023
Q3 | $4.12M | Buy |
57,963
+402
| +0.7% | +$28.6K | 0.07% | 334 |
|
2023
Q2 | $4.43M | Sell |
57,561
-422
| -0.7% | -$32.5K | 0.08% | 294 |
|
2023
Q1 | $4.36M | Sell |
57,983
-2,278
| -4% | -$171K | 0.08% | 296 |
|
2022
Q4 | $4.75M | Buy |
60,261
+3,975
| +7% | +$313K | 0.1% | 266 |
|
2022
Q3 | $3.95M | Buy |
56,286
+883
| +2% | +$62K | 0.09% | 279 |
|
2022
Q2 | $4.44M | Sell |
55,403
-609
| -1% | -$48.8K | 0.09% | 265 |
|
2022
Q1 | $4.25M | Sell |
56,012
-20,035
| -26% | -$1.52M | 0.07% | 319 |
|
2021
Q4 | $6.49M | Buy |
76,047
+4,743
| +7% | +$405K | 0.12% | 212 |
|
2021
Q3 | $5.39M | Sell |
71,304
-3,682
| -5% | -$278K | 0.1% | 228 |
|
2021
Q2 | $6.1M | Buy |
74,986
+3,383
| +5% | +$275K | 0.12% | 201 |
|
2021
Q1 | $5.64M | Sell |
71,603
-9,938
| -12% | -$783K | 0.12% | 190 |
|
2020
Q4 | $6.97M | Buy |
81,541
+21,439
| +36% | +$1.83M | 0.17% | 148 |
|
2020
Q3 | $4.64M | Buy |
60,102
+16,772
| +39% | +$1.29M | 0.14% | 166 |
|
2020
Q2 | $3.17M | Buy |
+43,330
| New | +$3.17M | 0.11% | 219 |
|
2020
Q1 | – | Sell |
-31,935
| Closed | -$2.2M | – | 654 |
|
2019
Q4 | $2.2M | Buy |
31,935
+22,603
| +242% | +$1.56M | 0.06% | 279 |
|
2019
Q3 | $686K | Buy |
9,332
+488
| +6% | +$35.9K | 0.02% | 511 |
|
2019
Q2 | $629K | Buy |
8,844
+42
| +0.5% | +$2.99K | 0.02% | 517 |
|
2019
Q1 | $603K | Buy |
8,802
+1,722
| +24% | +$118K | 0.03% | 485 |
|
2018
Q4 | $421K | Sell |
7,080
-1,512
| -18% | -$89.9K | 0.02% | 557 |
|
2018
Q3 | $575K | Buy |
8,592
+1,997
| +30% | +$134K | 0.02% | 553 |
|
2018
Q2 | $427K | Buy |
6,595
+2,293
| +53% | +$148K | 0.02% | 612 |
|
2018
Q1 | $308K | Sell |
4,302
-1,304
| -23% | -$93.4K | 0.01% | 668 |
|
2017
Q4 | $423K | Sell |
5,606
-19
| -0.3% | -$1.43K | 0.02% | 526 |
|
2017
Q3 | $410K | Buy |
5,625
+880
| +19% | +$64.1K | 0.02% | 498 |
|
2017
Q2 | $352K | Buy |
4,745
+511
| +12% | +$37.9K | 0.02% | 514 |
|
2017
Q1 | $310K | Buy |
4,234
+1,119
| +36% | +$81.9K | 0.02% | 508 |
|
2016
Q4 | $204K | Buy |
+3,115
| New | +$204K | 0.02% | 600 |
|