Atria Wealth Solutions’s Colgate-Palmolive CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
11,370
-44,693
-80% -$4.07M 0.02% 623
2025
Q1
$5.25M Buy
56,063
+12,884
+30% +$1.21M 0.06% 325
2024
Q4
$3.93M Sell
43,179
-7,146
-14% -$650K 0.04% 421
2024
Q3
$5.22M Sell
50,325
-127
-0.3% -$13.2K 0.06% 331
2024
Q2
$4.9M Buy
50,452
+6,494
+15% +$630K 0.05% 347
2024
Q1
$3.96M Buy
43,958
+4,564
+12% +$411K 0.04% 403
2023
Q4
$3.14M Buy
39,394
+500
+1% +$39.9K 0.04% 452
2023
Q3
$2.77M Sell
38,894
-4,959
-11% -$353K 0.04% 464
2023
Q2
$3.38M Sell
43,853
-786
-2% -$60.6K 0.05% 396
2023
Q1
$3.35M Buy
44,639
+7,118
+19% +$535K 0.05% 374
2022
Q4
$2.96M Buy
37,521
+8,926
+31% +$703K 0.05% 387
2022
Q3
$2.01M Buy
28,595
+12,805
+81% +$900K 0.03% 475
2022
Q2
$1.27M Sell
15,790
-8,927
-36% -$715K 0.02% 581
2022
Q1
$1.87M Buy
+24,717
New +$1.87M 0.03% 503