Geneos Wealth 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 | $545K | Sell |
5,991
-7,204
| -55% | -$655K | 0.01% | 682 |
|
|
2025
Q1 | $1.24M | Buy |
13,195
+8,967
| +212% | +$840K | 0.02% | 611 |
|
|
2024
Q4 | $384K | Sell |
4,228
-144
| -3% | -$13.1K | 0.01% | 648 |
|
|
2024
Q3 | $454K | Buy |
4,372
+979
| +29% | +$102K | 0.02% | 581 |
|
|
2024
Q2 | $329K | Sell |
3,393
-16
| -0.5% | -$1.55K | 0.01% | 588 |
|
|
2024
Q1 | $307K | Sell |
3,409
-2,085
| -38% | -$188K | 0.01% | 594 |
|
|
2023
Q4 | $438K | Sell |
5,494
-373
| -6% | -$29.7K | 0.02% | 517 |
|
|
2023
Q3 | $417K | Sell |
5,867
-1,340
| -19% | -$95.3K | 0.02% | 503 |
|
|
2023
Q2 | $555K | Sell |
7,207
-3,556
| -33% | -$274K | 0.03% | 439 |
|
|
2023
Q1 | $809K | Sell |
10,763
-2,097
| -16% | -$158K | 0.05% | 339 |
|
|
2022
Q4 | $1.01M | Buy |
12,860
+1,494
| +13% | +$118K | 0.06% | 268 |
|
|
2022
Q3 | $798K | Sell |
11,366
-2,662
| -19% | -$187K | 0.06% | 297 |
|
|
2022
Q2 | $1.15M | Buy |
14,028
+679
| +5% | +$55.6K | 0.06% | 289 |
|
|
2022
Q1 | $1.01M | Sell |
13,349
-410
| -3% | -$31.1K | 0.04% | 350 |
|
|
2021
Q4 | $1.17M | Sell |
13,759
-1,008
| -7% | -$86K | 0.04% | 355 |
|
|
2021
Q3 | $1.11M | Sell |
14,767
-924
| -6% | -$69.5K | 0.04% | 354 |
|
|
2021
Q2 | $1.28M | Sell |
15,691
-298
| -2% | -$24.3K | 0.05% | 302 |
|
|
2021
Q1 | $1.29M | Sell |
15,989
-284
| -2% | -$22.9K | 0.04% | 360 |
|
|
2020
Q4 | $1.25M | Buy |
16,273
+1,967
| +14% | +$151K | 0.05% | 302 |
|
|
2020
Q3 | $1.09M | Buy |
14,306
+661
| +5% | +$50.2K | 0.06% | 278 |
|
|
2020
Q2 | $975K | Sell |
13,645
-3,079
| -18% | -$220K | 0.05% | 289 |
|
|
2020
Q1 | $1.09M | Buy |
16,724
+3,248
| +24% | +$212K | 0.07% | 239 |
|
|
2019
Q4 | $932K | Sell |
13,476
-590
| -4% | -$40.8K | 0.05% | 312 |
|
|
2019
Q3 | $995K | Sell |
14,066
-6,040
| -30% | -$427K | 0.06% | 271 |
|
|
2019
Q2 | $1.44M | Sell |
20,106
-346
| -2% | -$24.8K | 0.09% | 217 |
|
|
2019
Q1 | $1.4M | Buy |
20,452
+440
| +2% | +$30.1K | 0.09% | 218 |
|
|
2018
Q4 | $1.19M | Sell |
20,012
-815
| -4% | -$48.6K | 0.09% | 222 |
|
|
2018
Q3 | $1.39M | Sell |
20,827
-794
| -4% | -$53.1K | 0.09% | 219 |
|
|
2018
Q2 | $1.4M | Sell |
21,621
-296
| -1% | -$19.2K | 0.11% | 182 |
|
|
2018
Q1 | $1.57M | Sell |
21,917
-1,253
| -5% | -$89.8K | 0.14% | 151 |
|
|
2017
Q4 | $1.75M | Buy |
23,170
+8,333
| +56% | +$629K | 0.16% | 145 |
|
|
2017
Q3 | $1.08M | Sell |
14,837
-849
| -5% | -$61.8K | 0.11% | 182 |
|
|
2017
Q2 | $1.16M | Buy |
15,686
+550
| +4% | +$40.7K | 0.12% | 166 |
|
|
2017
Q1 | $1.11M | Buy |
15,136
+984
| +7% | +$72K | 0.12% | 163 |
|
|
2016
Q4 | $926K | Sell |
14,152
-632
| -4% | -$41.4K | 0.12% | 169 |
|
|
2016
Q3 | $1.1M | Sell |
14,784
-627
| -4% | -$46.5K | 0.15% | 151 |
|
|
2016
Q2 | $1.12M | Sell |
15,411
-74
| -0.5% | -$5.4K | 0.16% | 140 |
|
|
2016
Q1 | $1.1M | Buy |
+15,485
| New | +$1.1M | 0.17% | 137 |
|