Chicago Partners Investment Group’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 | $821K | Buy |
9,251
+25
| +0.3% | +$2.22K | 0.02% | 445 |
|
|
2025
Q1 | $838K | Buy |
9,226
+2,474
| +37% | +$225K | 0.03% | 395 |
|
|
2024
Q4 | $591K | Buy |
6,752
+943
| +16% | +$82.5K | 0.02% | 457 |
|
|
2024
Q3 | $575K | Buy |
5,809
+527
| +10% | +$52.2K | 0.02% | 454 |
|
|
2024
Q2 | $531K | Sell |
5,282
-187
| -3% | -$18.8K | 0.02% | 455 |
|
|
2024
Q1 | $484K | Buy |
5,469
+85
| +2% | +$7.53K | 0.02% | 460 |
|
|
2023
Q4 | $431K | Sell |
5,384
-91
| -2% | -$7.29K | 0.02% | 460 |
|
|
2023
Q3 | $394K | Sell |
5,475
-177
| -3% | -$12.7K | 0.02% | 458 |
|
|
2023
Q2 | $438K | Buy |
5,652
+73
| +1% | +$5.66K | 0.02% | 447 |
|
|
2023
Q1 | $435K | Sell |
5,579
-683
| -11% | -$53.2K | 0.03% | 417 |
|
|
2022
Q4 | $460K | Sell |
6,262
-35
| -0.6% | -$2.57K | 0.03% | 395 |
|
|
2022
Q3 | $463K | Buy |
6,297
+66
| +1% | +$4.85K | 0.03% | 350 |
|
|
2022
Q2 | $491K | Buy |
6,231
+320
| +5% | +$25.2K | 0.04% | 333 |
|
|
2022
Q1 | $448K | Buy |
5,911
+319
| +6% | +$24.2K | 0.03% | 338 |
|
|
2021
Q4 | $443K | Sell |
5,592
-296
| -5% | -$23.4K | 0.03% | 363 |
|
|
2021
Q3 | $459K | Sell |
5,888
-1,009
| -15% | -$78.7K | 0.03% | 352 |
|
|
2021
Q2 | $580K | Buy |
6,897
+168
| +2% | +$14.1K | 0.04% | 306 |
|
|
2021
Q1 | $534K | Buy |
6,729
+26
| +0.4% | +$2.06K | 0.04% | 299 |
|
|
2020
Q4 | $524K | Buy |
6,703
+2,778
| +71% | +$217K | 0.05% | 272 |
|
|
2020
Q3 | $326K | Buy |
3,925
+98
| +3% | +$8.14K | 0.04% | 311 |
|
|
2020
Q2 | $286K | Buy |
3,827
+69
| +2% | +$5.16K | 0.04% | 300 |
|
|
2020
Q1 | $276K | Buy |
3,758
+49
| +1% | +$3.6K | 0.04% | 264 |
|
|
2019
Q4 | $262K | Buy |
+3,709
| New | +$262K | 0.03% | 304 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$65K | – | 1064 |
|
|
2018
Q2 | $65K | Sell |
1,000
-216
| -18% | -$14K | 0.01% | 442 |
|
|
2018
Q1 | $87K | Buy |
1,216
+116
| +11% | +$8.3K | 0.01% | 368 |
|
|
2017
Q4 | $83K | Hold |
1,100
| – | – | 0.01% | 379 |
|
|
2017
Q3 | $80K | Buy |
+1,100
| New | +$80K | 0.01% | 371 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$73K | – | 663 |
|
|
2017
Q1 | $73K | Hold |
1,000
| – | – | 0.02% | 278 |
|
|
2016
Q4 | $65K | Hold |
1,000
| – | – | 0.02% | 271 |
|
|
2016
Q3 | $74K | Buy |
+1,000
| New | +$74K | 0.03% | 257 |
|
|
2015
Q2 | – | Sell |
-105
| Closed | -$7K | – | 449 |
|
|
2015
Q1 | $7K | Sell |
105
-105
| -50% | -$7K | ﹤0.01% | 385 |
|
|
2014
Q4 | $15K | Buy |
+210
| New | +$15K | 0.01% | 318 |
|