Beaumont Financial 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 | $442K | Sell |
4,866
-21
| -0.4% | -$1.91K | 0.03% | 239 |
|
|
2025
Q1 | $458K | Sell |
4,887
-1,305
| -21% | -$122K | 0.04% | 233 |
|
|
2024
Q4 | $563K | Buy |
6,192
+1
| +0% | +$91 | 0.04% | 210 |
|
|
2024
Q3 | $643K | Buy |
6,191
+14
| +0.2% | +$1.45K | 0.05% | 184 |
|
|
2024
Q2 | $599K | Buy |
6,177
+2
| +0% | +$194 | 0.05% | 197 |
|
|
2024
Q1 | $556K | Buy |
6,175
+1,360
| +28% | +$122K | 0.05% | 194 |
|
|
2023
Q4 | $384K | Sell |
4,815
-59
| -1% | -$4.7K | 0.04% | 228 |
|
|
2023
Q3 | $347K | Buy |
4,874
+1
| +0% | +$71 | 0.03% | 225 |
|
|
2023
Q2 | $375K | Buy |
4,873
+31
| +0.6% | +$2.39K | 0.03% | 232 |
|
|
2023
Q1 | $364K | Buy |
4,842
+127
| +3% | +$9.54K | 0.04% | 216 |
|
|
2022
Q4 | $371K | Sell |
4,715
-297
| -6% | -$23.4K | 0.04% | 212 |
|
|
2022
Q3 | $352K | Sell |
5,012
-79
| -2% | -$5.55K | 0.03% | 212 |
|
|
2022
Q2 | $408K | Sell |
5,091
-525
| -9% | -$42.1K | 0.04% | 199 |
|
|
2022
Q1 | $426K | Buy |
+5,616
| New | +$426K | 0.03% | 233 |
|
|
2021
Q4 | – | Sell |
-3,253
| Closed | -$246K | – | 357 |
|
|
2021
Q3 | $246K | Buy |
3,253
+258
| +9% | +$19.5K | 0.02% | 305 |
|
|
2021
Q2 | $244K | Buy |
2,995
+30
| +1% | +$2.44K | 0.02% | 331 |
|
|
2021
Q1 | $234K | Sell |
2,965
-11
| -0.4% | -$868 | 0.02% | 312 |
|
|
2020
Q4 | $255K | Buy |
+2,976
| New | +$255K | 0.02% | 291 |
|
|
2017
Q2 | – | Sell |
-2,839
| Closed | -$208K | – | 177 |
|
|
2017
Q1 | $208K | Buy |
+2,839
| New | +$208K | 0.03% | 177 |
|
|
2013
Q3 | – | Sell |
-57,750
| Closed | -$3.31M | – | 152 |
|
|
2013
Q2 | $3.31M | Buy |
+57,750
| New | +$3.31M | 0.31% | 75 |
|