CreativeOne Wealth’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
$1.39M Buy
15,259
+639
+4% +$58.1K 0.04% 441
2025
Q1
$1.37M Buy
14,620
+2,568
+21% +$241K 0.04% 394
2024
Q4
$1.1M Buy
12,052
+1,072
+10% +$97.4K 0.03% 441
2024
Q3
$1.14M Buy
10,980
+4,530
+70% +$470K 0.04% 397
2024
Q2
$626K Sell
6,450
-4,106
-39% -$399K 0.03% 426
2024
Q1
$950K Sell
10,556
-10,784
-51% -$971K 0.04% 391
2023
Q4
$1.7M Sell
21,340
-7,382
-26% -$588K 0.11% 178
2023
Q3
$2.04M Buy
28,722
+14,051
+96% +$999K 0.15% 137
2023
Q2
$1.13M Buy
14,671
+972
+7% +$74.9K 0.05% 310
2023
Q1
$1.03M Buy
13,699
+5,793
+73% +$435K 0.05% 302
2022
Q4
$623K Sell
7,906
-3,692
-32% -$291K 0.03% 372
2022
Q3
$815K Buy
+11,598
New +$815K 0.05% 298