HB 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 | $7.38M | Buy |
81,142
+5,370
| +7% | +$488K | 0.06% | 169 |
|
2025
Q1 | $7.1M | Buy |
75,772
+4,001
| +6% | +$375K | 0.06% | 174 |
|
2024
Q4 | $6.52M | Buy |
71,771
+798
| +1% | +$72.5K | 0.07% | 137 |
|
2024
Q3 | $7.37M | Sell |
70,973
-1,553
| -2% | -$161K | 0.08% | 122 |
|
2024
Q2 | $7.04M | Buy |
72,526
+1,959
| +3% | +$190K | 0.08% | 115 |
|
2024
Q1 | $6.35M | Buy |
70,567
+3,149
| +5% | +$284K | 0.08% | 129 |
|
2023
Q4 | $5.37M | Buy |
67,418
+7,602
| +13% | +$606K | 0.08% | 133 |
|
2023
Q3 | $4.25M | Buy |
59,816
+1,725
| +3% | +$123K | 0.07% | 141 |
|
2023
Q2 | $4.48M | Buy |
58,091
+807
| +1% | +$62.2K | 0.07% | 136 |
|
2023
Q1 | $4.3M | Buy |
57,284
+646
| +1% | +$48.5K | 0.07% | 134 |
|
2022
Q4 | $4.46M | Buy |
56,638
+1,283
| +2% | +$101K | 0.08% | 118 |
|
2022
Q3 | $3.89M | Buy |
55,355
+4,996
| +10% | +$351K | 0.08% | 115 |
|
2022
Q2 | $4.04M | Buy |
50,359
+9,738
| +24% | +$780K | 0.08% | 117 |
|
2022
Q1 | $3.08M | Buy |
40,621
+6,061
| +18% | +$460K | 0.06% | 139 |
|
2021
Q4 | $2.95M | Buy |
+34,560
| New | +$2.95M | 0.06% | 127 |
|