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