Beacon Investment Advisory Services’s Colgate-Palmolive CL Stock Holding History

Beacon Investment Advisory Services’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$625K	Sell	6,878 -674	-9%	-$61.3K	0.03%	158
2025 Q1	$708K	Sell	7,552 -290	-4%	-$27.2K	0.03%	145
2024 Q4	$713K	Sell	7,842 -18,510	-70%	-$1.68M	0.03%	150
2024 Q3	$2.74M	Sell	26,352 -325	-1%	-$33.7K	0.11%	110
2024 Q2	$2.59M	Sell	26,677 -600	-2%	-$58.2K	0.11%	111
2024 Q1	$2.46M	Sell	27,277 -400	-1%	-$36K	0.11%	111
2023 Q4	$2.21M	Hold	27,677	–	–	0.1%	116
2023 Q3	$1.97M	Sell	27,677 -75	-0.3%	-$5.33K	0.1%	119
2023 Q2	$2.14M	Sell	27,752 -300	-1%	-$23.1K	0.1%	122
2023 Q1	$2.11M	Sell	28,052 -687	-2%	-$51.6K	0.1%	122
2022 Q4	$2.26M	Buy	28,739 +587	+2%	+$46.3K	0.12%	117
2022 Q3	$1.98M	Sell	28,152 -200	-0.7%	-$14.1K	0.11%	119
2022 Q2	$2.27M	Sell	28,352 -291	-1%	-$23.3K	0.12%	121
2022 Q1	$2.17M	Sell	28,643 -2,591	-8%	-$196K	0.09%	126
2021 Q4	$2.67M	Buy	31,234 +474	+2%	+$40.5K	0.1%	122
2021 Q3	$2.33M	Sell	30,760 -100	-0.3%	-$7.56K	0.1%	128
2021 Q2	$2.51M	Sell	30,860 -453	-1%	-$36.8K	0.1%	128
2021 Q1	$2.47M	Sell	31,313 -187	-0.6%	-$14.7K	0.11%	130
2020 Q4	$2.69M	Hold	31,500	–	–	0.12%	120
2020 Q3	$2.43M	Sell	31,500 -447	-1%	-$34.5K	0.13%	118
2020 Q2	$2.34M	Sell	31,947 -28	-0.1%	-$2.05K	0.13%	115
2020 Q1	$2.12M	Sell	31,975 -406	-1%	-$26.9K	0.15%	108
2019 Q4	$2.23M	Buy	32,381 +25,881	+398%	+$1.78M	0.12%	124
2019 Q3	$478K	Sell	6,500 -441	-6%	-$32.4K	0.05%	159
2019 Q2	$497K	Sell	6,941 -388	-5%	-$27.8K	0.05%	140
2019 Q1	$502K	Sell	7,329 -4,870	-40%	-$334K	0.05%	140
2018 Q4	$726K	Sell	12,199 -211	-2%	-$12.6K	0.08%	134
2018 Q3	$831K	Sell	12,410 -13	-0.1%	-$871	0.08%	126
2018 Q2	$805K	Sell	12,423 -1,314	-10%	-$85.1K	0.08%	127
2018 Q1	$985K	Buy	13,737 +245	+2%	+$17.6K	0.1%	115
2017 Q4	$1.02M	Sell	13,492 -2,577	-16%	-$194K	0.11%	116
2017 Q3	$1.17M	Buy	+16,069	New	+$1.17M	0.1%	117