Cerity Partners’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 | $59.2M | Buy |
651,402
+51,620
| +9% | +$4.69M | 0.11% | 176 |
|
|
2025
Q1 | $56.2M | Buy |
599,782
+382,545
| +176% | +$35.8M | 0.11% | 168 |
|
|
2024
Q4 | $20.1M | Buy |
217,237
+1,398
| +0.6% | +$129K | 0.04% | 314 |
|
|
2024
Q3 | $22.4M | Buy |
215,839
+48,024
| +29% | +$4.99M | 0.05% | 296 |
|
|
2024
Q2 | $16.3M | Sell |
167,815
-9,635
| -5% | -$935K | 0.04% | 309 |
|
|
2024
Q1 | $16M | Buy |
177,450
+22,999
| +15% | +$2.07M | 0.04% | 344 |
|
|
2023
Q4 | $12.3M | Buy |
154,451
+25,623
| +20% | +$2.04M | 0.04% | 329 |
|
|
2023
Q3 | $9.16M | Sell |
128,828
-49,025
| -28% | -$3.49M | 0.04% | 309 |
|
|
2023
Q2 | $13.7M | Buy |
177,853
+13,947
| +9% | +$1.07M | 0.05% | 302 |
|
|
2023
Q1 | $16.8M | Buy |
163,906
+17,533
| +12% | +$1.8M | 0.04% | 267 |
|
|
2022
Q4 | $11.5M | Buy |
146,373
+95,063
| +185% | +$7.49M | 0.07% | 237 |
|
|
2022
Q3 | $3.6M | Sell |
51,310
-366
| -0.7% | -$25.7K | 0.04% | 292 |
|
|
2022
Q2 | $4.14M | Buy |
51,676
+27,048
| +110% | +$2.17M | 0.05% | 279 |
|
|
2022
Q1 | $1.63M | Buy |
24,628
+638
| +3% | +$42.1K | 0.03% | 365 |
|
|
2021
Q4 | $2.05M | Buy |
23,990
+6,905
| +40% | +$589K | 0.03% | 317 |
|
|
2021
Q3 | $1.29M | Buy |
17,085
+14,460
| +551% | +$1.09M | 0.03% | 325 |
|
|
2021
Q2 | $214K | Sell |
2,625
-260
| -9% | -$21.2K | ﹤0.01% | 665 |
|
|
2021
Q1 | $227K | Sell |
2,885
-21,300
| -88% | -$1.68M | 0.01% | 625 |
|
|
2020
Q4 | $2.07M | Buy |
24,185
+21,311
| +742% | +$1.82M | 0.07% | 207 |
|
|
2020
Q3 | $222K | Sell |
2,874
-25
| -0.9% | -$1.93K | 0.01% | 451 |
|
|
2020
Q2 | $213K | Buy |
+2,899
| New | +$213K | 0.01% | 410 |
|
|
2020
Q1 | – | Sell |
-3,299
| Closed | -$227K | – | 450 |
|
|
2019
Q4 | $227K | Sell |
3,299
-11
| -0.3% | -$757 | 0.01% | 483 |
|
|
2019
Q3 | $243K | Buy |
3,310
+304
| +10% | +$22.3K | 0.01% | 426 |
|
|
2019
Q2 | $215K | Sell |
3,006
-2,555
| -46% | -$183K | 0.01% | 442 |
|
|
2019
Q1 | $381K | Buy |
5,561
+95
| +2% | +$6.51K | 0.03% | 373 |
|
|
2018
Q4 | $325K | Buy |
5,466
+197
| +4% | +$11.7K | 0.02% | 386 |
|
|
2018
Q3 | $353K | Buy |
5,269
+405
| +8% | +$27.1K | 0.02% | 389 |
|
|
2018
Q2 | $315K | Buy |
4,864
+188
| +4% | +$12.2K | 0.02% | 407 |
|
|
2018
Q1 | $335K | Sell |
4,676
-470
| -9% | -$33.7K | 0.03% | 406 |
|
|
2017
Q4 | $388K | Buy |
5,146
+609
| +13% | +$45.9K | 0.03% | 386 |
|
|
2017
Q3 | $331K | Sell |
4,537
-9,333
| -67% | -$681K | 0.02% | 408 |
|
|
2017
Q2 | $686K | Buy |
13,870
+9,500
| +217% | +$470K | 0.06% | 204 |
|
|
2017
Q1 | $320K | Buy |
+4,370
| New | +$320K | 0.03% | 323 |
|