Avantax Advisory Services’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
$3.82M Sell
42,079
-4,773
-10% -$434K 0.02% 544
2025
Q1
$4.39M Sell
46,852
-9,930
-17% -$930K 0.03% 458
2024
Q4
$5.16M Buy
56,782
+3,427
+6% +$312K 0.03% 392
2024
Q3
$5.54M Buy
53,355
+4,113
+8% +$427K 0.04% 365
2024
Q2
$4.78M Buy
49,242
+11,422
+30% +$1.11M 0.03% 386
2024
Q1
$3.41M Sell
37,820
-8,486
-18% -$764K 0.03% 397
2023
Q4
$3.69M Buy
46,306
+5,157
+13% +$411K 0.04% 339
2023
Q3
$2.93M Sell
41,149
-924
-2% -$65.7K 0.03% 362
2023
Q2
$3.24M Buy
42,073
+6,358
+18% +$490K 0.04% 338
2023
Q1
$2.68M Buy
35,715
+11,931
+50% +$897K 0.03% 360
2022
Q4
$1.87M Buy
23,784
+255
+1% +$20.1K 0.03% 445
2022
Q3
$1.65M Buy
23,529
+1,196
+5% +$84K 0.03% 417
2022
Q2
$1.79M Buy
22,333
+654
+3% +$52.4K 0.03% 399
2022
Q1
$1.65M Buy
21,679
+710
+3% +$54.1K 0.02% 420
2021
Q4
$1.79M Sell
20,969
-1,488
-7% -$127K 0.03% 389
2021
Q3
$1.7M Sell
22,457
-2,038
-8% -$154K 0.03% 375
2021
Q2
$1.99M Buy
24,495
+497
+2% +$40.4K 0.04% 325
2021
Q1
$1.89M Buy
23,998
+1,309
+6% +$103K 0.04% 299
2020
Q4
$1.95M Sell
22,689
-25,891
-53% -$2.22M 0.05% 272
2020
Q3
$3.74M Buy
48,580
+28,385
+141% +$2.18M 0.06% 244
2020
Q2
$1.48M Buy
20,195
+2,431
+14% +$178K 0.04% 275
2020
Q1
$1.18M Buy
17,764
+412
+2% +$27.4K 0.04% 272
2019
Q4
$1.19M Buy
17,352
+3,590
+26% +$246K 0.03% 301
2019
Q3
$1.01M Buy
13,762
+2,491
+22% +$183K 0.04% 209
2019
Q2
$808K Sell
11,271
-449
-4% -$32.2K 0.04% 222
2019
Q1
$803K Buy
11,720
+744
+7% +$51K 0.04% 205
2018
Q4
$654K Buy
+10,976
New +$654K 0.11% 181