Clearstead Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.73M | Buy |
55,536
+11,445
| +26% | +$1.02M | 0.05% | 240 |
|
|
2025
Q4 | $3.48M | Buy |
44,091
+1,280
| +3% | +$100K | 0.04% | 250 |
|
|
2025
Q3 | $3.42M | Buy |
42,811
+16
| +0% | +$1.36K | 0.05% | 244 |
|
|
2025
Q2 | $3.89M | Buy |
42,795
+616
| +1% | +$56.2K | 0.05% | 221 |
|
|
2025
Q1 | $3.95M | Sell |
42,179
-1,578
| -4% | -$141K | 0.06% | 205 |
|
|
2024
Q4 | $3.98M | Buy |
43,757
+323
| +0.7% | +$30.8K | 0.06% | 204 |
|
|
2024
Q3 | $4.51M | Buy |
43,434
+2,109
| +5% | +$215K | 0.07% | 199 |
|
|
2024
Q2 | $4.01M | Buy |
41,325
+16,499
| +66% | +$1.52M | 0.07% | 199 |
|
|
2024
Q1 | $2.35M | Sell |
24,826
-1,295
| -5% | -$110K | 0.12% | 141 |
|
|
2023
Q4 | $2.08M | Sell |
26,121
-32,697
| -56% | -$2.46M | 0.11% | 145 |
|
|
2023
Q3 | $4.18M | Buy |
58,818
+30,556
| +108% | +$2.28M | 0.12% | 138 |
|
|
2023
Q2 | $2.18M | Buy |
28,262
+1,136
| +4% | +$87.9K | 0.13% | 130 |
|
|
2023
Q1 | $2.04M | Buy |
27,126
+28
| +0.1% | +$2.08K | 0.15% | 120 |
|
|
2022
Q4 | $2.14M | Buy |
27,098
+3,147
| +13% | +$236K | 0.17% | 111 |
|
|
2022
Q3 | $1.68M | Sell |
23,951
-2,516
| -10% | -$197K | 0.16% | 123 |
|
|
2022
Q2 | $2.12M | Buy |
26,467
+85
| +0.3% | +$6.65K | 0.17% | 113 |
|
|
2022
Q1 | $2M | Sell |
26,382
-627
| -2% | -$49.7K | 0.14% | 130 |
|
|
2021
Q4 | $2.31M | Buy |
27,009
+79
| +0.3% | +$6.17K | 0.16% | 113 |
|
|
2021
Q3 | $2.04M | Sell |
26,930
-3,518
| -12% | -$279K | 0.15% | 115 |
|
|
2021
Q2 | $2.48M | Buy |
30,448
+135
| +0.4% | +$11K | 0.19% | 97 |
|
|
2021
Q1 | $2.39M | Buy |
30,313
+330
| +1% | +$25.9K | 0.2% | 95 |
|
|
2020
Q4 | $2.56M | Buy |
29,983
+655
| +2% | +$54.2K | 0.23% | 84 |
|
|
2020
Q3 | $2.26M | Buy |
29,328
+2,064
| +8% | +$157K | 0.24% | 82 |
|
|
2020
Q2 | $2M | Buy |
27,264
+1,185
| +5% | +$84.2K | 0.23% | 85 |
|
|
2020
Q1 | $1.73M | Sell |
26,079
-910
| -3% | -$64.2K | 0.25% | 75 |
|
|
2019
Q4 | $1.86M | Buy |
26,989
+1,290
| +5% | +$88K | 0.23% | 88 |
|
|
2019
Q3 | $1.89M | Sell |
25,699
-1,240
| -5% | -$90K | 0.25% | 82 |
|
|
2019
Q2 | $1.93M | Sell |
26,939
-631
| -2% | -$44.8K | 0.26% | 83 |
|
|
2019
Q1 | $1.89M | Buy |
27,570
+627
| +2% | +$40.5K | 0.26% | 75 |
|
|
2018
Q4 | $1.6M | Buy |
26,943
+3,060
| +13% | +$191K | 0.25% | 78 |
|
|
2018
Q3 | $1.6M | Buy |
23,883
+3,596
| +18% | +$240K | 0.22% | 81 |
|
|
2018
Q2 | $1.31M | Sell |
20,287
-721
| -3% | -$47.2K | 0.19% | 86 |
|
|
2018
Q1 | $1.51M | Buy |
21,008
+140
| +0.7% | +$10.1K | 0.22% | 81 |
|
|
2017
Q4 | $1.57M | Sell |
20,868
-1,000
| -5% | -$73K | 0.21% | 81 |
|
|
2017
Q3 | $1.59M | Sell |
21,868
-242
| -1% | -$17.4K | 0.21% | 86 |
|
|
2017
Q2 | $1.64M | Buy |
22,110
+1,142
| +5% | +$84.8K | 0.24% | 78 |
|
|
2017
Q1 | $1.53M | Sell |
20,968
-845
| -4% | -$59.1K | 0.22% | 79 |
|
|
2016
Q4 | $1.43M | Buy |
+21,813
| New | +$1.5M | 0.23% | 75 |
|
Other funds holding CL
VCM
DAM
VPM
