Beacon Financial Advisory’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 | $1.08M | Buy |
11,841
+738
| +7% | +$67.1K | 0.28% | 96 |
|
|
2025
Q1 | $1.04M | Buy |
11,103
+197
| +2% | +$18.5K | 0.32% | 90 |
|
|
2024
Q4 | $991K | Sell |
10,906
-124
| -1% | -$11.3K | 0.32% | 86 |
|
|
2024
Q3 | $1.15M | Sell |
11,030
-415
| -4% | -$43.1K | 0.39% | 63 |
|
|
2024
Q2 | $1.11M | Buy |
11,445
+1,241
| +12% | +$120K | 0.41% | 58 |
|
|
2024
Q1 | $919K | Buy |
10,204
+630
| +7% | +$56.7K | 0.45% | 61 |
|
|
2023
Q4 | $763K | Buy |
9,574
+61
| +0.6% | +$4.86K | 0.37% | 81 |
|
|
2023
Q3 | $676K | Buy |
9,513
+360
| +4% | +$25.6K | 0.37% | 89 |
|
|
2023
Q2 | $705K | Buy |
9,153
+150
| +2% | +$11.6K | 0.4% | 78 |
|
|
2023
Q1 | $677K | Buy |
9,003
+803
| +10% | +$60.3K | 0.43% | 75 |
|
|
2022
Q4 | $646K | Buy |
8,200
+500
| +6% | +$39.4K | 0.46% | 68 |
|
|
2022
Q3 | $541K | Sell |
7,700
-1,262
| -14% | -$88.7K | 0.39% | 85 |
|
|
2022
Q2 | $718K | Sell |
8,962
-82
| -0.9% | -$6.57K | 0.41% | 77 |
|
|
2022
Q1 | $686K | Buy |
9,044
+79
| +0.9% | +$5.99K | 0.33% | 95 |
|
|
2021
Q4 | $765K | Buy |
8,965
+107
| +1% | +$9.13K | 0.35% | 87 |
|
|
2021
Q3 | $669K | Hold |
8,858
| – | – | 0.35% | 91 |
|
|
2021
Q2 | $721K | Sell |
8,858
-389
| -4% | -$31.7K | 0.39% | 85 |
|
|
2021
Q1 | $729K | Buy |
9,247
+2,665
| +40% | +$210K | 0.42% | 84 |
|
|
2020
Q4 | $562K | Buy |
6,582
+647
| +11% | +$55.2K | 0.37% | 85 |
|
|
2020
Q3 | $457K | Buy |
+5,935
| New | +$457K | 0.4% | 80 |
|