Avidian Wealth Enterprises’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 | $810K | Buy |
8,906
+212
| +2% | +$19.3K | 0.03% | 237 |
|
|
2025
Q1 | $815K | Buy |
8,694
+1,187
| +16% | +$111K | 0.04% | 223 |
|
|
2024
Q4 | $682K | Sell |
7,507
-121
| -2% | -$11K | 0.03% | 242 |
|
|
2024
Q3 | $792K | Sell |
7,628
-510
| -6% | -$52.9K | 0.04% | 220 |
|
|
2024
Q2 | $790K | Buy |
8,138
+547
| +7% | +$53.1K | 0.03% | 205 |
|
|
2024
Q1 | $684K | Sell |
7,591
-1,611
| -18% | -$145K | 0.03% | 209 |
|
|
2023
Q4 | $733K | Buy |
9,202
+219
| +2% | +$17.5K | 0.05% | 197 |
|
|
2023
Q3 | $639K | Sell |
8,983
-4,193
| -32% | -$298K | 0.05% | 214 |
|
|
2023
Q2 | $1.02M | Sell |
13,176
-63
| -0.5% | -$4.85K | 0.07% | 175 |
|
|
2023
Q1 | $995K | Buy |
13,239
+1,230
| +10% | +$92.4K | 0.05% | 200 |
|
|
2022
Q4 | $946K | Buy |
12,009
+625
| +5% | +$49.2K | 0.06% | 185 |
|
|
2022
Q3 | $800K | Buy |
11,384
+39
| +0.3% | +$2.74K | 0.06% | 174 |
|
|
2022
Q2 | $909K | Buy |
11,345
+130
| +1% | +$10.4K | 0.06% | 178 |
|
|
2022
Q1 | $850K | Buy |
11,215
+239
| +2% | +$18.1K | 0.05% | 211 |
|
|
2021
Q4 | $937K | Buy |
10,976
+91
| +0.8% | +$7.77K | 0.06% | 196 |
|
|
2021
Q3 | $823K | Buy |
10,885
+178
| +2% | +$13.5K | 0.06% | 151 |
|
|
2021
Q2 | $871K | Sell |
10,707
-11,273
| -51% | -$917K | 0.07% | 145 |
|
|
2021
Q1 | $1.73M | Sell |
21,980
-558
| -2% | -$44K | 0.15% | 87 |
|
|
2020
Q4 | $1.93M | Buy |
22,538
+643
| +3% | +$55K | 0.18% | 79 |
|
|
2020
Q3 | $1.69M | Buy |
21,895
+1,172
| +6% | +$90.4K | 0.19% | 78 |
|
|
2020
Q2 | $1.52M | Buy |
20,723
+600
| +3% | +$44K | 0.2% | 74 |
|
|
2020
Q1 | $1.34M | Sell |
20,123
-65
| -0.3% | -$4.31K | 0.21% | 61 |
|
|
2019
Q4 | $1.39M | Buy |
20,188
+15,926
| +374% | +$1.1M | 0.2% | 52 |
|
|
2019
Q3 | $313K | Buy |
4,262
+196
| +5% | +$14.4K | 0.05% | 144 |
|
|
2019
Q2 | $291K | Buy |
4,066
+887
| +28% | +$63.5K | 0.07% | 110 |
|
|
2019
Q1 | $218K | Buy |
+3,179
| New | +$218K | 0.05% | 119 |
|