APP
Avantax Planning Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
5,387
-20
| -0.4% | -$1.82K | 0.02% | 269 |
|
|
2025
Q1 | $507K | Buy |
5,407
+378
| +8% | +$35.4K | 0.02% | 258 |
|
|
2024
Q4 | $457K | Sell |
5,029
-364
| -7% | -$33.1K | 0.02% | 269 |
|
|
2024
Q3 | $560K | Buy |
5,393
+266
| +5% | +$27.6K | 0.02% | 239 |
|
|
2024
Q2 | $497K | Sell |
5,127
-1,368
| -21% | -$133K | 0.02% | 284 |
|
|
2024
Q1 | $585K | Sell |
6,495
-143
| -2% | -$12.9K | 0.02% | 270 |
|
|
2023
Q4 | $529K | Sell |
6,638
-1
| -0% | -$80 | 0.02% | 231 |
|
|
2023
Q3 | $472K | Sell |
6,639
-7
| -0.1% | -$498 | 0.02% | 234 |
|
|
2023
Q2 | $512K | Sell |
6,646
-21
| -0.3% | -$1.62K | 0.02% | 232 |
|
|
2023
Q1 | $501K | Sell |
6,667
-360
| -5% | -$27.1K | 0.02% | 231 |
|
|
2022
Q4 | $554K | Sell |
7,027
-1,894
| -21% | -$149K | 0.02% | 226 |
|
|
2022
Q3 | $627K | Buy |
8,921
+98
| +1% | +$6.89K | 0.03% | 201 |
|
|
2022
Q2 | $707K | Sell |
8,823
-850
| -9% | -$68.1K | 0.03% | 190 |
|
|
2022
Q1 | $733K | Sell |
9,673
-46
| -0.5% | -$3.49K | 0.03% | 190 |
|
|
2021
Q4 | $829K | Buy |
9,719
+129
| +1% | +$11K | 0.03% | 175 |
|
|
2021
Q3 | $725K | Sell |
9,590
-140
| -1% | -$10.6K | 0.03% | 168 |
|
|
2021
Q2 | $792K | Sell |
9,730
-162
| -2% | -$13.2K | 0.04% | 154 |
|
|
2021
Q1 | $780K | Sell |
9,892
-29
| -0.3% | -$2.29K | 0.04% | 153 |
|
|
2020
Q4 | $848K | Sell |
9,921
-13
| -0.1% | -$1.11K | 0.04% | 136 |
|
|
2020
Q3 | $766K | Buy |
9,934
+1,600
| +19% | +$123K | 0.04% | 140 |
|
|
2020
Q2 | $611K | Hold |
8,334
| – | – | 0.03% | 155 |
|
|
2020
Q1 | $553K | Sell |
8,334
-3
| -0% | -$199 | 0.04% | 146 |
|
|
2019
Q4 | $574K | Sell |
8,337
-795
| -9% | -$54.7K | 0.03% | 158 |
|
|
2019
Q3 | $671K | Buy |
9,132
+3,630
| +66% | +$267K | 0.04% | 139 |
|
|
2019
Q2 | $404K | Buy |
5,502
+22
| +0.4% | +$1.62K | 0.03% | 196 |
|
|
2019
Q1 | $376K | Sell |
5,480
-226
| -4% | -$15.5K | 0.03% | 202 |
|
|
2018
Q4 | $340K | Buy |
5,706
+293
| +5% | +$17.5K | 0.03% | 183 |
|
|
2018
Q3 | $362K | Sell |
5,413
-340
| -6% | -$22.7K | 0.03% | 171 |
|
|
2018
Q2 | $373K | Sell |
5,753
-50
| -0.9% | -$3.24K | 0.03% | 157 |
|
|
2018
Q1 | $416K | Buy |
5,803
+210
| +4% | +$15.1K | 0.04% | 193 |
|
|
2017
Q4 | $422K | Sell |
5,593
-12,420
| -69% | -$937K | 0.04% | 187 |
|
|
2017
Q3 | $1.31M | Sell |
18,013
-1,265
| -7% | -$92.1K | 0.1% | 92 |
|
|
2017
Q2 | $1.43M | Sell |
19,278
-39
| -0.2% | -$2.89K | 0.12% | 84 |
|
|
2017
Q1 | $1.41M | Buy |
19,317
+57
| +0.3% | +$4.17K | 0.13% | 71 |
|
|
2016
Q4 | $1.26M | Buy |
+19,260
| New | +$1.26M | 0.13% | 71 |
|