Center for Financial Planning’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 | $1.96M | Hold |
21,612
| – | – | 0.23% | 41 |
|
|
2025
Q1 | $2.03M | Hold |
21,612
| – | – | 0.26% | 36 |
|
|
2024
Q4 | $1.96M | Buy |
21,612
+100
| +0.5% | +$9.09K | 0.26% | 34 |
|
|
2024
Q3 | $2.23M | Sell |
21,512
-787
| -4% | -$81.7K | 0.3% | 28 |
|
|
2024
Q2 | $2.16M | Hold |
22,299
| – | – | 0.31% | 27 |
|
|
2024
Q1 | $2.01M | Hold |
22,299
| – | – | 0.3% | 30 |
|
|
2023
Q4 | $1.78M | Hold |
22,299
| – | – | 0.33% | 30 |
|
|
2023
Q3 | $1.59M | Hold |
22,299
| – | – | 0.34% | 30 |
|
|
2023
Q2 | $1.72M | Hold |
22,299
| – | – | 0.36% | 29 |
|
|
2023
Q1 | $1.68M | Hold |
22,299
| – | – | 0.39% | 28 |
|
|
2022
Q4 | $1.76M | Hold |
22,299
| – | – | 0.43% | 27 |
|
|
2022
Q3 | $1.57M | Buy |
22,299
+7,739
| +53% | +$544K | 0.42% | 28 |
|
|
2022
Q2 | $1.17M | Hold |
14,560
| – | – | 0.3% | 37 |
|
|
2022
Q1 | $1.1M | Hold |
14,560
| – | – | 0.23% | 48 |
|
|
2021
Q4 | $1.24M | Hold |
14,560
| – | – | 0.25% | 42 |
|
|
2021
Q3 | $1.1M | Hold |
14,560
| – | – | 0.27% | 44 |
|
|
2021
Q2 | $1.18M | Sell |
14,560
-138
| -0.9% | -$11.2K | 0.29% | 42 |
|
|
2021
Q1 | $1.16M | Sell |
14,698
-150
| -1% | -$11.8K | 0.3% | 40 |
|
|
2020
Q4 | $1.27M | Hold |
14,848
| – | – | 0.36% | 32 |
|
|
2020
Q3 | $1.15M | Hold |
14,848
| – | – | 0.37% | 30 |
|
|
2020
Q2 | $1.09M | Sell |
14,848
-45
| -0.3% | -$3.3K | 0.38% | 32 |
|
|
2020
Q1 | $988K | Sell |
14,893
-1,718
| -10% | -$114K | 0.33% | 34 |
|
|
2019
Q4 | $1.14M | Buy |
+16,611
| New | +$1.14M | 0.29% | 31 |
|