Dynamic Advisor Solutions’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
7,738
+523
| +7% | +$47.5K | 0.02% | 524 |
|
|
2025
Q1 | $676K | Sell |
7,215
-4,016
| -36% | -$376K | 0.02% | 512 |
|
|
2024
Q4 | $1.02M | Sell |
11,231
-4,559
| -29% | -$414K | 0.04% | 308 |
|
|
2024
Q3 | $1.64M | Buy |
15,790
+6,342
| +67% | +$658K | 0.05% | 332 |
|
|
2024
Q2 | $917K | Sell |
9,448
-602
| -6% | -$58.4K | 0.03% | 479 |
|
|
2024
Q1 | $905K | Sell |
10,050
-758
| -7% | -$68.3K | 0.03% | 461 |
|
|
2023
Q4 | $864K | Buy |
10,808
+910
| +9% | +$72.8K | 0.03% | 446 |
|
|
2023
Q3 | $704K | Buy |
9,898
+178
| +2% | +$12.7K | 0.03% | 437 |
|
|
2023
Q2 | $749K | Buy |
9,720
+1,364
| +16% | +$105K | 0.04% | 405 |
|
|
2023
Q1 | $628K | Buy |
+8,356
| New | +$628K | 0.04% | 418 |
|
|
2021
Q1 | – | Sell |
-8,996
| Closed | -$769K | – | 667 |
|
|
2020
Q4 | $769K | Sell |
8,996
-38
| -0.4% | -$3.25K | 0.07% | 283 |
|
|
2020
Q3 | $697K | Sell |
9,034
-205
| -2% | -$15.8K | 0.08% | 259 |
|
|
2020
Q2 | $677K | Buy |
9,239
+468
| +5% | +$34.3K | 0.09% | 232 |
|
|
2020
Q1 | $582K | Buy |
8,771
+119
| +1% | +$7.9K | 0.11% | 221 |
|
|
2019
Q4 | $596K | Sell |
8,652
-1,349
| -13% | -$92.9K | 0.08% | 269 |
|
|
2019
Q3 | $735K | Buy |
10,001
+43
| +0.4% | +$3.16K | 0.11% | 209 |
|
|
2019
Q2 | $714K | Buy |
9,958
+526
| +6% | +$37.7K | 0.11% | 203 |
|
|
2019
Q1 | $646K | Buy |
9,432
+68
| +0.7% | +$4.66K | 0.12% | 188 |
|
|
2018
Q4 | $579K | Buy |
9,364
+79
| +0.9% | +$4.89K | 0.12% | 182 |
|
|
2018
Q3 | $622K | Sell |
9,285
-245
| -3% | -$16.4K | 0.13% | 189 |
|
|
2018
Q2 | $618K | Buy |
9,530
+33
| +0.3% | +$2.14K | 0.14% | 182 |
|
|
2018
Q1 | $681K | Buy |
9,497
+1,240
| +15% | +$88.9K | 0.17% | 154 |
|
|
2017
Q4 | $623K | Sell |
8,257
-437
| -5% | -$33K | 0.2% | 133 |
|
|
2017
Q3 | $633K | Buy |
8,694
+588
| +7% | +$42.8K | 0.25% | 122 |
|
|
2017
Q2 | $601K | Buy |
8,106
+371
| +5% | +$27.5K | 0.23% | 118 |
|
|
2017
Q1 | $566K | Sell |
7,735
-5,708
| -42% | -$418K | 0.22% | 125 |
|
|
2016
Q4 | $880K | Buy |
13,443
+175
| +1% | +$11.5K | 0.35% | 83 |
|
|
2016
Q3 | $984K | Buy |
13,268
+5,620
| +73% | +$417K | 0.37% | 82 |
|
|
2016
Q2 | $560K | Buy |
7,648
+66
| +0.9% | +$4.83K | 0.23% | 115 |
|
|
2016
Q1 | $536K | Sell |
7,582
-77
| -1% | -$5.44K | 0.23% | 113 |
|
|
2015
Q4 | $510K | Sell |
7,659
-499
| -6% | -$33.2K | 0.21% | 123 |
|
|
2015
Q3 | $518K | Buy |
8,158
+594
| +8% | +$37.7K | 0.26% | 95 |
|
|
2015
Q2 | $495K | Buy |
7,564
+554
| +8% | +$36.3K | 0.29% | 94 |
|
|
2015
Q1 | $486K | Sell |
7,010
-4,818
| -41% | -$334K | 0.24% | 117 |
|
|
2014
Q4 | $818K | Buy |
11,828
+357
| +3% | +$24.7K | 0.44% | 69 |
|
|
2014
Q3 | $748K | Buy |
11,471
+2,057
| +22% | +$134K | 0.41% | 67 |
|
|
2014
Q2 | $642K | Sell |
9,414
-1,537
| -14% | -$105K | 0.39% | 77 |
|
|
2014
Q1 | $710K | Buy |
10,951
+5,001
| +84% | +$324K | 0.48% | 71 |
|
|
2013
Q4 | $388K | Buy |
+5,950
| New | +$388K | 0.29% | 122 |
|