Cary Street Partners Investment 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 | $82.8K | Buy |
911
+137
| +18% | +$12.5K | 0.04% | 346 |
|
|
2025
Q1 | $72.5K | Buy |
774
+230
| +42% | +$21.6K | 0.04% | 333 |
|
|
2024
Q4 | $49.5K | Sell |
544
-18,521
| -97% | -$1.68M | 0.03% | 319 |
|
|
2024
Q3 | $1.98M | Sell |
19,065
-215
| -1% | -$22.3K | 0.07% | 271 |
|
|
2024
Q2 | $1.87M | Buy |
19,280
+677
| +4% | +$65.7K | 0.08% | 260 |
|
|
2024
Q1 | $1.68M | Buy |
18,603
+13
| +0.1% | +$1.17K | 0.07% | 271 |
|
|
2023
Q4 | $1.48M | Buy |
18,590
+444
| +2% | +$35.4K | 0.07% | 267 |
|
|
2023
Q3 | $1.29M | Buy |
18,146
+10,964
| +153% | +$780K | 0.07% | 271 |
|
|
2023
Q2 | $553K | Sell |
7,182
-50
| -0.7% | -$3.85K | 0.04% | 341 |
|
|
2023
Q1 | $543K | Sell |
7,232
-742
| -9% | -$55.8K | 0.04% | 324 |
|
|
2022
Q4 | $628K | Sell |
7,974
-134
| -2% | -$10.6K | 0.05% | 300 |
|
|
2022
Q3 | $570K | Sell |
8,108
-220
| -3% | -$15.5K | 0.05% | 293 |
|
|
2022
Q2 | $667K | Buy |
8,328
+2,674
| +47% | +$214K | 0.06% | 265 |
|
|
2022
Q1 | $429K | Buy |
+5,654
| New | +$429K | 0.12% | 167 |
|
|
2021
Q3 | – | Sell |
-962
| Closed | -$78K | – | 260 |
|
|
2021
Q2 | $78K | Hold |
962
| – | – | 0.03% | 273 |
|
|
2021
Q1 | $76K | Sell |
962
-6,245
| -87% | -$493K | 0.03% | 252 |
|
|
2020
Q4 | $616K | Sell |
7,207
-26,905
| -79% | -$2.3M | 0.12% | 159 |
|
|
2020
Q3 | $2.63M | Buy |
+34,112
| New | +$2.63M | 0.56% | 55 |
|