Dakota Wealth Management’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
$674K Sell
7,419
-281
-4% -$25.5K 0.01% 465
2025
Q1
$721K Sell
7,700
-1,014
-12% -$95K 0.02% 434
2024
Q4
$792K Sell
8,714
-220
-2% -$20K 0.02% 404
2024
Q3
$927K Buy
8,934
+8
+0.1% +$830 0.02% 383
2024
Q2
$866K Sell
8,926
-715
-7% -$69.4K 0.02% 390
2024
Q1
$868K Sell
9,641
-2
-0% -$180 0.02% 386
2023
Q4
$769K Buy
9,643
+1,070
+12% +$85.3K 0.03% 351
2023
Q3
$610K Buy
8,573
+3,627
+73% +$258K 0.03% 366
2023
Q2
$381K Buy
+4,946
New +$381K 0.02% 432
2022
Q1
Sell
-2,768
Closed -$236K 453
2021
Q4
$236K Sell
2,768
-76
-3% -$6.48K 0.02% 333
2021
Q3
$214K Buy
2,844
+63
+2% +$4.74K 0.02% 317
2021
Q2
$226K Buy
2,781
+4
+0.1% +$325 0.03% 300
2021
Q1
$219K Buy
+2,777
New +$219K 0.03% 282
2019
Q4
Sell
-2,757
Closed -$203K 307
2019
Q3
$203K Buy
+2,757
New +$203K 0.03% 281
2018
Q1
Sell
-2,719
Closed -$205K 93
2017
Q4
$205K Buy
+2,719
New +$205K 0.11% 75
2017
Q3
Sell
-2,719
Closed -$202K 62
2017
Q2
$202K Buy
+2,719
New +$202K 0.11% 62
2016
Q4
Sell
-2,719
Closed -$202K 53
2016
Q3
$202K Buy
+2,719
New +$202K 0.13% 50