Forum Financial 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 | $460K | Buy |
5,055
+211
| +4% | +$19.2K | 0.01% | 448 |
|
|
2025
Q1 | $454K | Sell |
4,844
-669
| -12% | -$62.7K | 0.01% | 408 |
|
|
2024
Q4 | $501K | Buy |
5,513
+1,088
| +25% | +$98.9K | 0.01% | 379 |
|
|
2024
Q3 | $459K | Buy |
4,425
+16
| +0.4% | +$1.66K | 0.01% | 356 |
|
|
2024
Q2 | $428K | Hold |
4,409
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $397K | Hold |
4,409
| – | – | 0.01% | 401 |
|
|
2023
Q4 | $351K | Hold |
4,409
| – | – | 0.01% | 392 |
|
|
2023
Q3 | $314K | Sell |
4,409
-1,101
| -20% | -$78.3K | 0.01% | 411 |
|
|
2023
Q2 | $424K | Buy |
5,510
+2,662
| +93% | +$205K | 0.01% | 325 |
|
|
2023
Q1 | $214K | Buy |
2,848
+7
| +0.2% | +$526 | 0.01% | 536 |
|
|
2022
Q4 | $224K | Hold |
2,841
| – | – | 0.01% | 510 |
|
|
2022
Q3 | $200K | Sell |
2,841
-36
| -1% | -$2.53K | 0.01% | 498 |
|
|
2022
Q2 | $231K | Sell |
2,877
-719
| -20% | -$57.7K | 0.01% | 454 |
|
|
2022
Q1 | $272K | Buy |
3,596
+147
| +4% | +$11.1K | 0.01% | 444 |
|
|
2021
Q4 | $294K | Buy |
+3,449
| New | +$294K | 0.02% | 431 |
|