Avantax Planning Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,845
| Closed | -$307K | – | 442 |
|
|
2025
Q3 | $307K | Sell |
3,845
-1,542
| -29% | -$132K | 0.01% | 348 |
|
|
2025
Q2 | $490K | Sell |
5,387
-20
| -0.4% | -$1.83K | 0.02% | 269 |
|
|
2025
Q1 | $507K | Buy |
5,407
+378
| +8% | +$33.8K | 0.02% | 258 |
|
|
2024
Q4 | $457K | Sell |
5,029
-364
| -7% | -$34.7K | 0.02% | 269 |
|
|
2024
Q3 | $560K | Buy |
5,393
+266
| +5% | +$27.1K | 0.02% | 239 |
|
|
2024
Q2 | $497K | Sell |
5,127
-1,368
| -21% | -$126K | 0.02% | 284 |
|
|
2024
Q1 | $585K | Sell |
6,495
-143
| -2% | -$12.1K | 0.02% | 270 |
|
|
2023
Q4 | $529K | Sell |
6,638
-1
| -0% | -$75 | 0.02% | 231 |
|
|
2023
Q3 | $472K | Sell |
6,639
-7
| -0.1% | -$523 | 0.02% | 234 |
|
|
2023
Q2 | $512K | Sell |
6,646
-21
| -0.3% | -$1.63K | 0.02% | 232 |
|
|
2023
Q1 | $501K | Sell |
6,667
-360
| -5% | -$26.8K | 0.02% | 231 |
|
|
2022
Q4 | $554K | Sell |
7,027
-1,894
| -21% | -$142K | 0.02% | 226 |
|
|
2022
Q3 | $627K | Buy |
8,921
+98
| +1% | +$7.68K | 0.03% | 201 |
|
|
2022
Q2 | $707K | Sell |
8,823
-850
| -9% | -$66.5K | 0.03% | 190 |
|
|
2022
Q1 | $733K | Sell |
9,673
-46
| -0.5% | -$3.64K | 0.03% | 190 |
|
|
2021
Q4 | $829K | Buy |
9,719
+129
| +1% | +$10.1K | 0.03% | 175 |
|
|
2021
Q3 | $725K | Sell |
9,590
-140
| -1% | -$11.1K | 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% | -$2.27K | 0.04% | 153 |
|
|
2020
Q4 | $848K | Sell |
9,921
-13
| -0.1% | -$1.07K | 0.04% | 136 |
|
|
2020
Q3 | $766K | Buy |
9,934
+1,600
| +19% | +$122K | 0.04% | 140 |
|
|
2020
Q2 | $611K | Hold |
8,334
| – | – | 0.03% | 155 |
|
|
2020
Q1 | $553K | Sell |
8,334
-3
| -0% | -$212 | 0.04% | 146 |
|
|
2019
Q4 | $574K | Sell |
8,337
-795
| -9% | -$54.2K | 0.03% | 158 |
|
|
2019
Q3 | $671K | Buy |
9,132
+3,630
| +66% | +$263K | 0.04% | 139 |
|
|
2019
Q2 | $404K | Buy |
5,502
+22
| +0.4% | +$1.56K | 0.03% | 196 |
|
|
2019
Q1 | $376K | Sell |
5,480
-226
| -4% | -$14.6K | 0.03% | 202 |
|
|
2018
Q4 | $340K | Buy |
5,706
+293
| +5% | +$18.3K | 0.03% | 183 |
|
|
2018
Q3 | $362K | Sell |
5,413
-340
| -6% | -$22.6K | 0.03% | 171 |
|
|
2018
Q2 | $373K | Sell |
5,753
-50
| -0.9% | -$3.27K | 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% | -$907K | 0.04% | 187 |
|
|
2017
Q3 | $1.31M | Sell |
18,013
-1,265
| -7% | -$91.2K | 0.1% | 92 |
|
|
2017
Q2 | $1.43M | Sell |
19,278
-39
| -0.2% | -$2.9K | 0.12% | 84 |
|
|
2017
Q1 | $1.41M | Buy |
19,317
+57
| +0.3% | +$3.99K | 0.13% | 71 |
|
|
2016
Q4 | $1.26M | Buy |
+19,260
| New | +$1.32M | 0.13% | 71 |
|
Other funds holding CL
Avantax Planning Partners's CL Position: Q4 2025 in Review
Avantax Planning Partners sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 3,845 shares — an estimated $307K sold.
Avantax Planning Partners first reported a position in CL in Q4 2016 and held it in 36 quarters. The position peaked at $1.43M in Q2 2017. 1,892 funds tracked by Wall St. Rank hold CL as of Q4 2025.
- Avantax Planning Partners reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
- Avantax Planning Partners sold 3,845 Colgate-Palmolive shares in Q4 2025, an estimated $307K.
- Avantax Planning Partners first reported a position in Colgate-Palmolive in Q4 2016 and held it in 36 quarters.
- Avantax Planning Partners's Colgate-Palmolive position peaked at $1.43M in Q2 2017.
- 1,892 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.
Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.