Baron Financial Group’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 | $315K | Sell |
3,465
-25
| -0.7% | -$2.27K | 0.18% | 41 |
|
|
2025
Q1 | $327K | Hold |
3,490
| – | – | 0.21% | 41 |
|
|
2024
Q4 | $317K | Hold |
3,490
| – | – | 0.2% | 41 |
|
|
2024
Q3 | $362K | Hold |
3,490
| – | – | 0.22% | 41 |
|
|
2024
Q2 | $339K | Hold |
3,490
| – | – | 0.22% | 41 |
|
|
2024
Q1 | $314K | Hold |
3,490
| – | – | 0.19% | 43 |
|
|
2023
Q4 | $278K | Sell |
3,490
-33
| -0.9% | -$2.63K | 0.18% | 44 |
|
|
2023
Q3 | $251K | Hold |
3,523
| – | – | 0.16% | 43 |
|
|
2023
Q2 | $271K | Sell |
3,523
-30
| -0.8% | -$2.31K | 0.17% | 42 |
|
|
2023
Q1 | $267K | Sell |
3,553
-50
| -1% | -$3.76K | 0.17% | 43 |
|
|
2022
Q4 | $284K | Hold |
3,603
| – | – | 0.19% | 46 |
|
|
2022
Q3 | $253K | Sell |
3,603
-135
| -4% | -$9.48K | 0.17% | 46 |
|
|
2022
Q2 | $300K | Sell |
3,738
-100
| -3% | -$8.01K | 0.2% | 36 |
|
|
2022
Q1 | $291K | Sell |
3,838
-300
| -7% | -$22.7K | 0.17% | 42 |
|
|
2021
Q4 | $353K | Hold |
4,138
| – | – | 0.2% | 36 |
|
|
2021
Q3 | $313K | Hold |
4,138
| – | – | 0.19% | 39 |
|
|
2021
Q2 | $337K | Sell |
4,138
-100
| -2% | -$8.14K | 0.21% | 36 |
|
|
2021
Q1 | $334K | Sell |
4,238
-800
| -16% | -$63.1K | 0.23% | 37 |
|
|
2020
Q4 | $431K | Sell |
5,038
-500
| -9% | -$42.8K | 0.34% | 35 |
|
|
2020
Q3 | $427K | Buy |
+5,538
| New | +$427K | 0.4% | 31 |
|