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 |
|