Delta 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 | $413K | Buy |
4,543
+1
| +0% | +$91 | 0.15% | 91 |
|
2025
Q1 | $426K | Buy |
4,542
+1
| +0% | +$94 | 0.16% | 88 |
|
2024
Q4 | $413K | Buy |
4,541
+1
| +0% | +$91 | 0.15% | 88 |
|
2024
Q3 | $471K | Buy |
4,540
+1
| +0% | +$104 | 0.17% | 91 |
|
2024
Q2 | $440K | Buy |
4,539
+1
| +0% | +$97 | 0.17% | 92 |
|
2024
Q1 | $409K | Sell |
4,538
-299
| -6% | -$26.9K | 0.16% | 95 |
|
2023
Q4 | $386K | Sell |
4,837
-79
| -2% | -$6.3K | 0.17% | 94 |
|
2023
Q3 | $350K | Buy |
4,916
+1
| +0% | +$71 | 0.16% | 103 |
|
2023
Q2 | $379K | Buy |
4,915
+1
| +0% | +$77 | 0.17% | 100 |
|
2023
Q1 | $369K | Buy |
4,914
+2
| +0% | +$150 | 0.18% | 93 |
|
2022
Q4 | $387K | Buy |
4,912
+1
| +0% | +$79 | 0.19% | 96 |
|
2022
Q3 | $345K | Buy |
4,911
+1
| +0% | +$70 | 0.18% | 96 |
|
2022
Q2 | $394K | Buy |
4,910
+1
| +0% | +$80 | 0.2% | 95 |
|
2022
Q1 | $372K | Buy |
4,909
+1
| +0% | +$76 | 0.16% | 105 |
|
2021
Q4 | $419K | Buy |
4,908
+1
| +0% | +$85 | 0.17% | 102 |
|
2021
Q3 | $371K | Buy |
4,907
+1
| +0% | +$76 | 0.17% | 99 |
|
2021
Q2 | $399K | Sell |
4,906
-79
| -2% | -$6.43K | 0.18% | 99 |
|
2021
Q1 | $393K | Buy |
4,985
+1
| +0% | +$79 | 0.18% | 98 |
|
2020
Q4 | $426K | Hold |
4,984
| – | – | 0.21% | 96 |
|
2020
Q3 | $384K | Buy |
4,984
+2
| +0% | +$154 | 0.21% | 94 |
|
2020
Q2 | $365K | Hold |
4,982
| – | – | 0.21% | 94 |
|
2020
Q1 | $331K | Sell |
4,982
-8,444
| -63% | -$561K | 0.23% | 88 |
|
2019
Q4 | $924K | Sell |
13,426
-70
| -0.5% | -$4.82K | 0.36% | 79 |
|
2019
Q3 | $992K | Sell |
13,496
-142
| -1% | -$10.4K | 0.4% | 81 |
|
2019
Q2 | $977K | Buy |
+13,638
| New | +$977K | 0.4% | 79 |
|