Great Diamond Partners’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
$355K Buy
+3,910
New +$355K 0.08% 171
2024
Q4
Sell
-2,109
Closed -$219K 189
2024
Q3
$219K Buy
2,109
+11
+0.5% +$1.14K 0.06% 181
2024
Q2
$204K Buy
+2,098
New +$204K 0.05% 206
2024
Q1
Sell
-3,384
Closed -$270K 226
2023
Q4
$270K Sell
3,384
-7
-0.2% -$558 0.07% 193
2023
Q3
$241K Buy
3,391
+43
+1% +$3.06K 0.07% 199
2023
Q2
$258K Buy
3,348
+86
+3% +$6.63K 0.07% 188
2023
Q1
$245K Sell
3,262
-755
-19% -$56.7K 0.07% 192
2022
Q4
$316K Buy
4,017
+24
+0.6% +$1.89K 0.1% 154
2022
Q3
$280K Sell
3,993
-39
-1% -$2.74K 0.1% 161
2022
Q2
$323K Buy
4,032
+8
+0.2% +$641 0.11% 154
2022
Q1
$305K Sell
4,024
-3,263
-45% -$247K 0.08% 171
2021
Q4
$621K Hold
7,287
0.16% 114
2021
Q3
$550K Sell
7,287
-810
-10% -$61.1K 0.15% 113
2021
Q2
$658K Buy
8,097
+64
+0.8% +$5.2K 0.19% 106
2021
Q1
$633K Sell
8,033
-131
-2% -$10.3K 0.19% 107
2020
Q4
$698K Sell
8,164
-1,685
-17% -$144K 0.22% 80
2020
Q3
$759K Buy
9,849
+852
+9% +$65.7K 0.28% 69
2020
Q2
$659K Sell
8,997
-735
-8% -$53.8K 0.27% 69
2020
Q1
$645K Sell
9,732
-412
-4% -$27.3K 0.33% 61
2019
Q4
$698K Buy
+10,144
New +$698K 0.27% 68