Cerro Pacific Wealth 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 | $260K | Sell |
2,862
-351
| -11% | -$31.9K | 0.07% | 146 |
|
|
2025
Q1 | $292K | Buy |
3,213
+1
| +0% | +$91 | 0.09% | 128 |
|
|
2024
Q4 | $333K | Sell |
3,212
-83
| -3% | -$8.62K | 0.11% | 122 |
|
|
2024
Q3 | $320K | Hold |
3,295
| – | – | 0.12% | 117 |
|
|
2024
Q2 | $320K | Buy |
+3,295
| New | +$320K | 0.12% | 118 |
|
|
2023
Q1 | $255K | Sell |
3,397
-37
| -1% | -$2.78K | 0.14% | 127 |
|
|
2022
Q4 | $271K | Sell |
3,434
-5
| -0.1% | -$394 | 0.14% | 138 |
|
|
2022
Q3 | $242K | Sell |
3,439
-68
| -2% | -$4.79K | 0.15% | 133 |
|
|
2022
Q2 | $281K | Sell |
3,507
-730
| -17% | -$58.5K | 0.18% | 124 |
|
|
2022
Q1 | $321K | Sell |
4,237
-5
| -0.1% | -$379 | 0.2% | 106 |
|
|
2021
Q4 | $362K | Sell |
4,242
-177
| -4% | -$15.1K | 0.23% | 100 |
|
|
2021
Q3 | $334K | Sell |
4,419
-1,950
| -31% | -$147K | 0.24% | 102 |
|
|
2021
Q2 | $518K | Buy |
+6,369
| New | +$518K | 0.38% | 78 |
|
|
2020
Q4 | $723K | Buy |
+8,458
| New | +$723K | 0.43% | 66 |
|