B. Riley Wealth Advisors’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 | $1.05M | Buy |
+11,527
| New | +$1.05M | 0.05% | 335 |
|
2024
Q4 | $1.29M | Sell |
14,209
-1,653
| -10% | -$150K | 0.04% | 376 |
|
2024
Q3 | $1.63M | Sell |
15,862
-1,989
| -11% | -$205K | 0.05% | 369 |
|
2024
Q2 | $1.73M | Buy |
17,851
+1,212
| +7% | +$118K | 0.04% | 379 |
|
2024
Q1 | $1.18M | Buy |
16,639
+138
| +0.8% | +$9.81K | 0.03% | 476 |
|
2023
Q4 | $1.32M | Sell |
16,501
-138
| -0.8% | -$11K | 0.04% | 455 |
|
2023
Q3 | $1.18M | Sell |
16,639
-44,889
| -73% | -$3.19M | 0.03% | 476 |
|
2023
Q2 | $4.74M | Buy |
61,528
+39,726
| +182% | +$3.06M | 0.11% | 195 |
|
2023
Q1 | $1.64M | Buy |
21,802
+4,346
| +25% | +$327K | 0.04% | 400 |
|
2022
Q4 | $1.38M | Sell |
17,456
-205
| -1% | -$16.2K | 0.04% | 443 |
|
2022
Q3 | $1.24M | Buy |
17,661
+3,301
| +23% | +$232K | 0.04% | 441 |
|
2022
Q2 | $1.15M | Buy |
14,360
+218
| +2% | +$17.5K | 0.05% | 377 |
|
2022
Q1 | $1.07M | Sell |
14,142
-1,115
| -7% | -$84.6K | 0.04% | 464 |
|
2021
Q4 | $1.3M | Sell |
15,257
-247
| -2% | -$21.1K | 0.04% | 450 |
|
2021
Q3 | $1.18M | Sell |
15,504
-393
| -2% | -$29.8K | 0.04% | 469 |
|
2021
Q2 | $1.29M | Buy |
15,897
+492
| +3% | +$40K | 0.04% | 441 |
|
2021
Q1 | $1.22M | Buy |
15,405
+3,432
| +29% | +$272K | 0.04% | 429 |
|
2020
Q4 | $1.03M | Sell |
11,973
-463
| -4% | -$39.6K | 0.05% | 319 |
|
2020
Q3 | $955K | Buy |
12,436
+3,666
| +42% | +$282K | 0.05% | 318 |
|
2020
Q2 | $643K | Sell |
8,770
-420
| -5% | -$30.8K | 0.04% | 376 |
|
2020
Q1 | $611K | Sell |
9,190
-14,129
| -61% | -$939K | 0.05% | 340 |
|
2019
Q4 | $1.61M | Buy |
23,319
+13,632
| +141% | +$939K | 0.14% | 168 |
|
2019
Q3 | $713K | Buy |
9,687
+1,248
| +15% | +$91.9K | 0.07% | 293 |
|
2019
Q2 | $605K | Buy |
8,439
+1
| +0% | +$72 | 0.07% | 305 |
|
2019
Q1 | $579K | Buy |
8,438
+242
| +3% | +$16.6K | 0.07% | 291 |
|
2018
Q4 | $488K | Sell |
8,196
-53
| -0.6% | -$3.16K | 0.07% | 304 |
|
2018
Q3 | $553K | Sell |
8,249
-117
| -1% | -$7.84K | 0.07% | 323 |
|
2018
Q2 | $543K | Buy |
8,366
+559
| +7% | +$36.3K | 0.07% | 302 |
|
2018
Q1 | $561K | Sell |
7,807
-543
| -7% | -$39K | 0.08% | 277 |
|
2017
Q4 | $631K | Sell |
8,350
-233
| -3% | -$17.6K | 0.09% | 258 |
|
2017
Q3 | $626K | Sell |
8,583
-344
| -4% | -$25.1K | 0.1% | 215 |
|
2017
Q2 | $663K | Buy |
8,927
+311
| +4% | +$23.1K | 0.12% | 206 |
|
2017
Q1 | $632K | Buy |
8,616
+1,497
| +21% | +$110K | 0.13% | 201 |
|
2016
Q4 | $466K | Buy |
7,119
+993
| +16% | +$65K | 0.09% | 244 |
|
2016
Q3 | $455K | Buy |
6,126
+44
| +0.7% | +$3.27K | 0.09% | 288 |
|
2016
Q2 | $446K | Sell |
6,082
-7
| -0.1% | -$513 | 0.09% | 278 |
|
2016
Q1 | $430K | Buy |
6,089
+1,208
| +25% | +$85.3K | 0.1% | 251 |
|
2015
Q4 | $326K | Buy |
+4,881
| New | +$326K | 0.07% | 343 |
|
2015
Q1 | – | Sell |
-1,812
| Closed | -$125 | – | 805 |
|
2014
Q4 | $125 | Buy |
+1,812
| New | +$125 | ﹤0.01% | 1596 |
|
2014
Q3 | – | Sell |
-3,208
| Closed | -$219K | – | 851 |
|
2014
Q2 | $219K | Buy |
3,208
+694
| +28% | +$47.3K | 0.05% | 419 |
|
2014
Q1 | $163K | Sell |
2,514
-252
| -9% | -$16.3K | 0.05% | 452 |
|
2013
Q4 | $180K | Buy |
2,766
+1
| +0% | +$65 | 0.06% | 378 |
|
2013
Q3 | $164K | Sell |
2,765
-306
| -10% | -$18.2K | 0.06% | 399 |
|
2013
Q2 | $176K | Buy |
+3,071
| New | +$176K | 0.06% | 379 |
|