Belpointe Asset Management’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 | $832K | Sell |
9,153
-2,294
| -20% | -$209K | 0.03% | 416 |
|
2025
Q1 | $1.07M | Buy |
11,447
+3,798
| +50% | +$356K | 0.06% | 317 |
|
2024
Q4 | $815K | Sell |
7,649
-141
| -2% | -$15K | 0.05% | 372 |
|
2024
Q3 | $809K | Buy |
7,790
+724
| +10% | +$75.2K | 0.05% | 360 |
|
2024
Q2 | $686K | Sell |
7,066
-2,774
| -28% | -$269K | 0.05% | 374 |
|
2024
Q1 | $886K | Buy |
9,840
+4,288
| +77% | +$386K | 0.07% | 299 |
|
2023
Q4 | $443K | Buy |
5,552
+621
| +13% | +$49.5K | 0.04% | 400 |
|
2023
Q3 | $351K | Buy |
4,931
+68
| +1% | +$4.84K | 0.04% | 426 |
|
2023
Q2 | $375K | Sell |
4,863
-4,240
| -47% | -$327K | 0.04% | 380 |
|
2023
Q1 | $684K | Sell |
9,103
-542
| -6% | -$40.7K | 0.04% | 437 |
|
2022
Q4 | $760K | Buy |
9,645
+367
| +4% | +$28.9K | 0.05% | 391 |
|
2022
Q3 | $651K | Buy |
9,278
+1,119
| +14% | +$78.5K | 0.04% | 417 |
|
2022
Q2 | $653K | Buy |
8,159
+131
| +2% | +$10.5K | 0.04% | 396 |
|
2022
Q1 | $608K | Buy |
8,028
+294
| +4% | +$22.3K | 0.04% | 472 |
|
2021
Q4 | $659K | Buy |
7,734
+44
| +0.6% | +$3.75K | 0.04% | 437 |
|
2021
Q3 | $581K | Sell |
7,690
-31
| -0.4% | -$2.34K | 0.04% | 466 |
|
2021
Q2 | $628K | Buy |
7,721
+2,871
| +59% | +$234K | 0.05% | 424 |
|
2021
Q1 | $382K | Sell |
4,850
-272
| -5% | -$21.4K | 0.03% | 515 |
|
2020
Q4 | $438K | Buy |
5,122
+1,347
| +36% | +$115K | 0.04% | 439 |
|
2020
Q3 | $292K | Buy |
3,775
+311
| +9% | +$24.1K | 0.03% | 445 |
|
2020
Q2 | $254K | Buy |
3,464
+218
| +7% | +$16K | 0.03% | 457 |
|
2020
Q1 | $216K | Buy |
3,246
+209
| +7% | +$13.9K | 0.04% | 411 |
|
2019
Q4 | $209K | Buy |
3,037
+1,155
| +61% | +$79.5K | 0.03% | 522 |
|
2019
Q3 | $138K | Buy |
1,882
+42
| +2% | +$3.08K | 0.02% | 579 |
|
2019
Q2 | $132K | Sell |
1,840
-335
| -15% | -$24K | 0.03% | 514 |
|
2019
Q1 | $149K | Sell |
2,175
-4,927
| -69% | -$338K | 0.03% | 357 |
|
2018
Q4 | $423K | Buy |
7,102
+4,681
| +193% | +$279K | 0.11% | 204 |
|
2018
Q3 | $162K | Sell |
2,421
-6,190
| -72% | -$414K | 0.03% | 505 |
|
2018
Q2 | $558K | Buy |
+8,611
| New | +$558K | 0.16% | 142 |
|
2017
Q4 | – | Sell |
-2,937
| Closed | -$214K | – | 465 |
|
2017
Q3 | $214K | Buy |
+2,937
| New | +$214K | 0.05% | 383 |
|