Fortis Group 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 | $240K | Hold |
2,861
| – | – | 0.04% | 200 |
|
|
2025
Q1 | $268K | Hold |
2,861
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $260K | Hold |
2,861
| – | – | 0.05% | 172 |
|
|
2024
Q3 | $297K | Sell |
2,861
-15
| -0.5% | -$1.56K | 0.05% | 158 |
|
|
2024
Q2 | $279K | Buy |
2,876
+15
| +0.5% | +$1.46K | 0.06% | 156 |
|
|
2024
Q1 | $258K | Hold |
2,861
| – | – | 0.05% | 179 |
|
|
2023
Q4 | $215K | Hold |
2,861
| – | – | 0.05% | 122 |
|
|
2023
Q3 | $215K | Hold |
2,861
| – | – | 0.07% | 115 |
|
|
2023
Q2 | $220K | Hold |
2,861
| – | – | 0.06% | 124 |
|
|
2023
Q1 | $228K | Buy |
+2,861
| New | +$228K | 0.07% | 114 |
|
|
2020
Q3 | $426K | Buy |
+5,532
| New | +$426K | 0.08% | 116 |
|