Concurrent Investment Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
24,857
+2,449
| +11% | +$223K | 0.04% | 397 |
|
|
2025
Q1 | $2.1M | Buy |
22,408
+11,131
| +99% | +$1.04M | 0.05% | 355 |
|
|
2024
Q4 | $1.03M | Sell |
11,277
-1,306
| -10% | -$119K | 0.03% | 475 |
|
|
2024
Q3 | $1.31M | Buy |
12,583
+867
| +7% | +$90K | 0.04% | 409 |
|
|
2024
Q2 | $1.14M | Buy |
11,716
+2,565
| +28% | +$249K | 0.04% | 395 |
|
|
2024
Q1 | $824K | Sell |
9,151
-1,486
| -14% | -$134K | 0.03% | 415 |
|
|
2023
Q4 | $848K | Buy |
+10,637
| New | +$848K | 0.04% | 359 |
|