Founders Financial Alliance’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 | – | Sell |
-2,707
| Closed | -$254K | – | 552 |
|
|
2025
Q1 | $254K | Buy |
2,707
+8
| +0.3% | +$750 | 0.06% | 289 |
|
|
2024
Q4 | $245K | Buy |
2,699
+29
| +1% | +$2.64K | 0.07% | 249 |
|
|
2024
Q3 | $277K | Buy |
2,670
+1
| +0% | +$104 | 0.08% | 229 |
|
|
2024
Q2 | $259K | Buy |
2,669
+2
| +0.1% | +$194 | 0.08% | 230 |
|
|
2024
Q1 | $240K | Buy |
2,667
+1
| +0% | +$90 | 0.07% | 238 |
|
|
2023
Q4 | $212K | Buy |
+2,666
| New | +$212K | 0.08% | 230 |
|
|
2023
Q3 | – | Sell |
-2,752
| Closed | -$212K | – | 480 |
|
|
2023
Q2 | $212K | Buy |
+2,752
| New | +$212K | 0.08% | 241 |
|
|
2023
Q1 | – | Sell |
-2,951
| Closed | -$232K | – | 461 |
|
|
2022
Q4 | $232K | Sell |
2,951
-13
| -0.4% | -$1.02K | 0.11% | 200 |
|
|
2022
Q3 | $208K | Sell |
2,964
-1,883
| -39% | -$132K | 0.11% | 202 |
|
|
2022
Q2 | $388K | Buy |
4,847
+1,916
| +65% | +$153K | 0.2% | 114 |
|
|
2022
Q1 | $222K | Sell |
2,931
-360
| -11% | -$27.3K | 0.1% | 195 |
|
|
2021
Q4 | $281K | Buy |
3,291
+367
| +13% | +$31.3K | 0.11% | 190 |
|
|
2021
Q3 | $220K | Buy |
2,924
+162
| +6% | +$12.2K | 0.1% | 205 |
|
|
2021
Q2 | $225K | Buy |
2,762
+4
| +0.1% | +$326 | 0.1% | 212 |
|
|
2021
Q1 | $228K | Buy |
+2,758
| New | +$228K | 0.11% | 205 |
|
|
2020
Q4 | – | Sell |
-1,906
| Closed | -$153K | – | 579 |
|
|
2020
Q3 | $153K | Buy |
+1,906
| New | +$153K | 0.09% | 194 |
|