Beacon Pointe Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
136,027
+1,351
| +1% | +$123K | 0.13% | 155 |
|
|
2025
Q1 | $12.6M | Buy |
134,676
+13,251
| +11% | +$1.24M | 0.14% | 146 |
|
|
2024
Q4 | $11M | Sell |
121,425
-10,439
| -8% | -$949K | 0.12% | 155 |
|
|
2024
Q3 | $13.7M | Sell |
131,864
-3,924
| -3% | -$407K | 0.16% | 133 |
|
|
2024
Q2 | $13.2M | Sell |
135,788
-575
| -0.4% | -$55.8K | 0.16% | 139 |
|
|
2024
Q1 | $12.3M | Sell |
136,363
-616
| -0.4% | -$55.5K | 0.14% | 155 |
|
|
2023
Q4 | $10.9M | Buy |
136,979
+32,529
| +31% | +$2.59M | 0.13% | 157 |
|
|
2023
Q3 | $7.43M | Buy |
104,450
+6,114
| +6% | +$435K | 0.09% | 202 |
|
|
2023
Q2 | $7.58M | Sell |
98,336
-15,268
| -13% | -$1.18M | 0.12% | 161 |
|
|
2023
Q1 | $8.54M | Buy |
113,604
+22,955
| +25% | +$1.73M | 0.15% | 145 |
|
|
2022
Q4 | $7.14M | Buy |
90,649
+17,388
| +24% | +$1.37M | 0.14% | 150 |
|
|
2022
Q3 | $5.15M | Sell |
73,261
-1,153
| -2% | -$81K | 0.12% | 169 |
|
|
2022
Q2 | $5.96M | Sell |
74,414
-18,135
| -20% | -$1.45M | 0.13% | 160 |
|
|
2022
Q1 | $7.02M | Buy |
92,549
+23,918
| +35% | +$1.81M | 0.1% | 202 |
|
|
2021
Q4 | $5.86M | Sell |
68,631
-1,351
| -2% | -$115K | 0.15% | 125 |
|
|
2021
Q3 | $5.29M | Buy |
69,982
+28,071
| +67% | +$2.12M | 0.13% | 165 |
|
|
2021
Q2 | $3.41M | Buy |
41,911
+34,807
| +490% | +$2.83M | 0.12% | 157 |
|
|
2021
Q1 | $561K | Buy |
7,104
+10
| +0.1% | +$790 | 0.03% | 278 |
|
|
2020
Q4 | $607K | Buy |
7,094
+2,038
| +40% | +$174K | 0.04% | 249 |
|
|
2020
Q3 | $390K | Sell |
5,056
-234
| -4% | -$18.1K | 0.04% | 259 |
|
|
2020
Q2 | $389K | Buy |
5,290
+373
| +8% | +$27.4K | 0.04% | 268 |
|
|
2020
Q1 | $326K | Buy |
+4,917
| New | +$326K | 0.05% | 225 |
|