Great Valley Advisor Group’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 | $1.13M | Sell |
12,454
-1,813
| -13% | -$165K | 0.03% | 433 |
|
|
2025
Q1 | $1.34M | Buy |
14,267
+639
| +5% | +$59.9K | 0.03% | 385 |
|
|
2024
Q4 | $1.24M | Sell |
13,628
-759
| -5% | -$69K | 0.03% | 397 |
|
|
2024
Q3 | $1.49M | Buy |
14,387
+6,224
| +76% | +$646K | 0.04% | 355 |
|
|
2024
Q2 | $792K | Buy |
8,163
+564
| +7% | +$54.7K | 0.02% | 434 |
|
|
2024
Q1 | $684K | Buy |
7,599
+846
| +13% | +$76.2K | 0.02% | 432 |
|
|
2023
Q4 | $539K | Sell |
6,753
-39
| -0.6% | -$3.11K | 0.02% | 440 |
|
|
2023
Q3 | $483K | Sell |
6,792
-47
| -0.7% | -$3.35K | 0.02% | 443 |
|
|
2023
Q2 | $527K | Sell |
6,839
-529
| -7% | -$40.8K | 0.02% | 428 |
|
|
2023
Q1 | $554K | Buy |
7,368
+192
| +3% | +$14.4K | 0.03% | 416 |
|
|
2022
Q4 | $565K | Sell |
7,176
-5
| -0.1% | -$394 | 0.03% | 422 |
|
|
2022
Q3 | $505K | Buy |
7,181
+148
| +2% | +$10.4K | 0.03% | 418 |
|
|
2022
Q2 | $564K | Buy |
7,033
+297
| +4% | +$23.8K | 0.03% | 403 |
|
|
2022
Q1 | $516K | Buy |
6,736
+535
| +9% | +$41K | 0.03% | 383 |
|
|
2021
Q4 | $529K | Sell |
6,201
-381
| -6% | -$32.5K | 0.03% | 373 |
|
|
2021
Q3 | $497K | Buy |
6,582
+200
| +3% | +$15.1K | 0.03% | 359 |
|
|
2021
Q2 | $519K | Hold |
6,382
| – | – | 0.04% | 339 |
|
|
2021
Q1 | $503K | Sell |
6,382
-981
| -13% | -$77.3K | 0.05% | 304 |
|
|
2020
Q4 | $630K | Hold |
7,363
| – | – | 0.07% | 248 |
|
|
2020
Q3 | $568K | Buy |
7,363
+2,491
| +51% | +$192K | 0.07% | 230 |
|
|
2020
Q2 | $357K | Hold |
4,872
| – | – | 0.06% | 290 |
|
|
2020
Q1 | $323K | Hold |
4,872
| – | – | 0.09% | 228 |
|
|
2019
Q4 | $335K | Sell |
4,872
-1,649
| -25% | -$113K | 0.07% | 261 |
|
|
2019
Q3 | $476K | Sell |
6,521
-514
| -7% | -$37.5K | 0.11% | 200 |
|
|
2019
Q2 | $505K | Buy |
7,035
+1,239
| +21% | +$88.9K | 0.13% | 190 |
|
|
2019
Q1 | $397K | Sell |
5,796
-92
| -2% | -$6.3K | 0.13% | 180 |
|
|
2018
Q4 | $350K | Buy |
+5,888
| New | +$350K | 0.13% | 146 |
|