Creative Planning’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 | $24.4M | Buy |
268,919
+15,738
| +6% | +$1.43M | 0.02% | 295 |
|
|
2025
Q1 | $23.7M | Buy |
253,181
+31,176
| +14% | +$2.92M | 0.02% | 288 |
|
|
2024
Q4 | $20.2M | Buy |
222,005
+3,987
| +2% | +$362K | 0.02% | 296 |
|
|
2024
Q3 | $22.6M | Buy |
218,018
+4,372
| +2% | +$454K | 0.02% | 257 |
|
|
2024
Q2 | $20.7M | Sell |
213,646
-11,147
| -5% | -$1.08M | 0.02% | 262 |
|
|
2024
Q1 | $20.2M | Sell |
224,793
-944
| -0.4% | -$85K | 0.02% | 260 |
|
|
2023
Q4 | $18M | Buy |
225,737
+11,713
| +5% | +$934K | 0.03% | 261 |
|
|
2023
Q3 | $15.2M | Sell |
214,024
-3,220
| -1% | -$229K | 0.02% | 281 |
|
|
2023
Q2 | $16.7M | Buy |
217,244
+7,236
| +3% | +$557K | 0.02% | 252 |
|
|
2023
Q1 | $15.8M | Sell |
210,008
-4,208
| -2% | -$316K | 0.02% | 251 |
|
|
2022
Q4 | $16.9M | Sell |
214,216
-276
| -0.1% | -$21.7K | 0.03% | 235 |
|
|
2022
Q3 | $15.1M | Buy |
214,492
+16,180
| +8% | +$1.14M | 0.03% | 225 |
|
|
2022
Q2 | $15.9M | Buy |
198,312
+53,072
| +37% | +$4.25M | 0.03% | 228 |
|
|
2022
Q1 | $11M | Buy |
145,240
+40,329
| +38% | +$3.06M | 0.02% | 302 |
|
|
2021
Q4 | $8.95M | Buy |
104,911
+583
| +0.6% | +$49.8K | 0.01% | 304 |
|
|
2021
Q3 | $7.89M | Buy |
104,328
+9,746
| +10% | +$737K | 0.01% | 307 |
|
|
2021
Q2 | $7.69M | Sell |
94,582
-1,289
| -1% | -$105K | 0.01% | 309 |
|
|
2021
Q1 | $7.56M | Buy |
95,871
+4,307
| +5% | +$340K | 0.02% | 317 |
|
|
2020
Q4 | $7.83M | Buy |
91,564
+7,134
| +8% | +$610K | 0.02% | 297 |
|
|
2020
Q3 | $6.51M | Buy |
84,430
+7,735
| +10% | +$597K | 0.02% | 272 |
|
|
2020
Q2 | $5.62M | Sell |
76,695
-6,202
| -7% | -$454K | 0.02% | 269 |
|
|
2020
Q1 | $5.5M | Buy |
82,897
+3,477
| +4% | +$231K | 0.02% | 245 |
|
|
2019
Q4 | $5.47M | Sell |
79,420
-2,927
| -4% | -$201K | 0.02% | 280 |
|
|
2019
Q3 | $6.05M | Sell |
82,347
-4,080
| -5% | -$300K | 0.02% | 253 |
|
|
2019
Q2 | $6.19M | Sell |
86,427
-3,275
| -4% | -$235K | 0.02% | 248 |
|
|
2019
Q1 | $6.15M | Buy |
89,702
+848
| +1% | +$58.1K | 0.02% | 236 |
|
|
2018
Q4 | $5.29M | Buy |
88,854
+736
| +0.8% | +$43.8K | 0.02% | 236 |
|
|
2018
Q3 | $5.9M | Sell |
88,118
-7,395
| -8% | -$495K | 0.02% | 241 |
|
|
2018
Q2 | $6.19M | Sell |
95,513
-4,154
| -4% | -$269K | 0.02% | 223 |
|
|
2018
Q1 | $7.14M | Sell |
99,667
-809
| -0.8% | -$58K | 0.03% | 185 |
|
|
2017
Q4 | $7.58M | Sell |
100,476
-3,836
| -4% | -$289K | 0.03% | 174 |
|
|
2017
Q3 | $7.6M | Buy |
104,312
+8,155
| +8% | +$594K | 0.04% | 172 |
|
|
2017
Q2 | $7.13M | Sell |
96,157
-5,794
| -6% | -$430K | 0.04% | 175 |
|
|
2017
Q1 | $7.46M | Buy |
101,951
+2,116
| +2% | +$155K | 0.04% | 168 |
|
|
2016
Q4 | $6.53M | Sell |
99,835
-4,078
| -4% | -$267K | 0.04% | 176 |
|
|
2016
Q3 | $7.7M | Buy |
103,913
+54,354
| +110% | +$4.03M | 0.05% | 153 |
|
|
2016
Q2 | $3.63M | Sell |
49,559
-3,659
| -7% | -$268K | 0.03% | 213 |
|
|
2016
Q1 | $3.76M | Sell |
53,218
-16,905
| -24% | -$1.19M | 0.03% | 192 |
|
|
2015
Q4 | $4.67M | Buy |
70,123
+16,125
| +30% | +$1.07M | 0.04% | 170 |
|
|
2015
Q3 | $3.43M | Buy |
53,998
+5,270
| +11% | +$334K | 0.03% | 203 |
|
|
2015
Q2 | $3.19M | Buy |
48,728
+1,142
| +2% | +$74.7K | 0.03% | 201 |
|
|
2015
Q1 | $3.3M | Buy |
47,586
+3,712
| +8% | +$257K | 0.03% | 196 |
|
|
2014
Q4 | $3.04M | Buy |
43,874
+1,282
| +3% | +$88.7K | 0.03% | 198 |
|
|
2014
Q3 | $2.78M | Buy |
42,592
+2,226
| +6% | +$145K | 0.03% | 190 |
|
|
2014
Q2 | $2.75M | Sell |
40,366
-450
| -1% | -$30.7K | 0.04% | 184 |
|
|
2014
Q1 | $2.65M | Buy |
40,816
+1,597
| +4% | +$104K | 0.04% | 160 |
|
|
2013
Q4 | $2.56M | Buy |
39,219
+351
| +0.9% | +$22.9K | 0.04% | 152 |
|
|
2013
Q3 | $2.31M | Buy |
38,868
+3,154
| +9% | +$187K | 0.05% | 133 |
|
|
2013
Q2 | $2.05M | Buy |
+35,714
| New | +$2.05M | 0.05% | 129 |
|