CWS Financial Advisors’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 | $501K | Buy |
5,515
+926
| +20% | +$84.2K | 0.15% | 82 |
|
|
2025
Q1 | $430K | Buy |
4,589
+400
| +10% | +$37.5K | 0.14% | 85 |
|
|
2024
Q4 | $381K | Buy |
4,189
+994
| +31% | +$90.4K | 0.12% | 91 |
|
|
2024
Q3 | $332K | Buy |
3,195
+329
| +11% | +$34.2K | 0.12% | 90 |
|
|
2024
Q2 | $278K | Buy |
2,866
+24
| +0.8% | +$2.33K | 0.11% | 89 |
|
|
2024
Q1 | $256K | Sell |
2,842
-6,966
| -71% | -$627K | 0.1% | 96 |
|
|
2023
Q4 | $782K | Sell |
9,808
-1,214
| -11% | -$96.8K | 0.29% | 51 |
|
|
2023
Q3 | $784K | Sell |
11,022
-210
| -2% | -$14.9K | 0.31% | 52 |
|
|
2023
Q2 | $865K | Sell |
11,232
-57
| -0.5% | -$4.39K | 0.33% | 49 |
|
|
2023
Q1 | $848K | Sell |
11,289
-353
| -3% | -$26.5K | 0.34% | 45 |
|
|
2022
Q4 | $918K | Buy |
11,642
+594
| +5% | +$46.8K | 0.4% | 42 |
|
|
2022
Q3 | $776K | Sell |
11,048
-14
| -0.1% | -$983 | 0.37% | 46 |
|
|
2022
Q2 | $887K | Sell |
11,062
-667
| -6% | -$53.5K | 0.41% | 37 |
|
|
2022
Q1 | $889K | Sell |
11,729
-5
| -0% | -$379 | 0.34% | 50 |
|
|
2021
Q4 | $1M | Buy |
+11,734
| New | +$1M | 0.35% | 44 |
|
|
2021
Q2 | $956K | Buy |
11,751
+109
| +0.9% | +$8.87K | 0.38% | 41 |
|
|
2021
Q1 | $918K | Buy |
11,642
+76
| +0.7% | +$5.99K | 0.4% | 42 |
|
|
2020
Q4 | $989K | Sell |
11,566
-13
| -0.1% | -$1.11K | 0.58% | 27 |
|
|
2020
Q3 | $893K | Sell |
11,579
-112
| -1% | -$8.64K | 0.59% | 27 |
|
|
2020
Q2 | $856K | Buy |
11,691
+2,171
| +23% | +$159K | 0.62% | 25 |
|
|
2020
Q1 | $655K | Hold |
9,520
| – | – | 0.48% | 37 |
|
|
2019
Q4 | $655K | Buy |
+9,520
| New | +$655K | 0.48% | 38 |
|