IFP Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $297K | Sell |
3,486
-1,035
| -23% | -$92.2K | 0.01% | 1203 |
|
|
2025
Q4 | $357K | Sell |
4,521
-365
| -7% | -$28.6K | 0.01% | 1073 |
|
|
2025
Q3 | $391K | Buy |
4,886
+1,097
| +29% | +$93.6K | 0.01% | 957 |
|
|
2025
Q2 | $590K | Sell |
3,789
-1,775
| -32% | -$162K | 0.02% | 768 |
|
|
2025
Q1 | $521K | Buy |
5,564
+6
| +0.1% | +$537 | 0.02% | 754 |
|
|
2024
Q4 | $505K | Buy |
5,558
+39
| +0.7% | +$3.72K | 0.02% | 733 |
|
|
2024
Q3 | $573K | Buy |
5,519
+547
| +11% | +$55.8K | 0.02% | 641 |
|
|
2024
Q2 | $482K | Buy |
4,972
+3,458
| +228% | +$319K | 0.02% | 670 |
|
|
2024
Q1 | $136K | Sell |
1,514
-9,875
| -87% | -$837K | 0.01% | 1168 |
|
|
2023
Q4 | $908K | Sell |
11,389
-761
| -6% | -$57.2K | 0.04% | 407 |
|
|
2023
Q3 | $864K | Sell |
12,150
-794
| -6% | -$59.4K | 0.04% | 429 |
|
|
2023
Q2 | $997K | Buy |
12,944
+10,265
| +383% | +$795K | 0.04% | 429 |
|
|
2023
Q1 | $168K | Sell |
2,679
-5,220
| -66% | -$388K | 0.01% | 1014 |
|
|
2022
Q4 | $514K | Buy |
7,899
+1
| +0% | +$75 | 0.01% | 886 |
|
|
2022
Q3 | $512K | Buy |
7,898
+437
| +6% | +$34.3K | 0.01% | 921 |
|
|
2022
Q2 | $484K | Hold |
7,461
| – | – | 0.02% | 870 |
|
|
2022
Q1 | $484K | Buy |
7,461
+5,295
| +244% | +$419K | 0.02% | 870 |
|
|
2021
Q4 | $186K | Sell |
2,166
-117
| -5% | -$9.14K | ﹤0.01% | 980 |
|
|
2021
Q3 | $175K | Buy |
2,283
+120
| +6% | +$9.53K | ﹤0.01% | 1021 |
|
|
2021
Q2 | $177K | Hold |
2,163
| – | – | ﹤0.01% | 963 |
|
|
2021
Q1 | $173K | Sell |
2,163
-1,559
| -42% | -$122K | ﹤0.01% | 907 |
|
|
2020
Q4 | $320K | Sell |
3,722
-807
| -18% | -$66.7K | 0.01% | 639 |
|
|
2020
Q3 | $348K | Sell |
4,529
-248
| -5% | -$18.9K | 0.02% | 532 |
|
|
2020
Q2 | $348K | Sell |
4,777
-1,462
| -23% | -$104K | 0.03% | 501 |
|
|
2020
Q1 | $397K | Buy |
6,239
+1,123
| +22% | +$79.2K | 0.04% | 399 |
|
|
2019
Q4 | $352K | Sell |
5,116
-1,092
| -18% | -$74.5K | 0.03% | 502 |
|
|
2019
Q3 | $458K | Buy |
+6,208
| New | +$450K | 0.03% | 515 |
|
|
2019
Q1 | $362K | Sell |
5,268
-3,941
| -43% | -$255K | 0.05% | 348 |
|
|
2018
Q4 | $549K | Sell |
9,209
-4,021
| -30% | -$252K | 0.03% | 519 |
|
|
2018
Q3 | $886K | Buy |
13,230
+2,640
| +25% | +$176K | 0.04% | 461 |
|
|
2018
Q2 | $686K | Sell |
10,590
-1,762
| -14% | -$115K | 0.03% | 554 |
|
|
2018
Q1 | $932K | Hold |
12,352
| – | – | 0.04% | 413 |
|
|
2017
Q4 | $932K | Sell |
12,352
-16,879
| -58% | -$1.23M | 0.04% | 413 |
|
|
2017
Q3 | $2.13M | Sell |
29,231
-1,529
| -5% | -$110K | 0.08% | 252 |
|
|
2017
Q2 | $2.28M | Buy |
30,760
+1,071
| +4% | +$79.5K | 0.1% | 231 |
|
|
2017
Q1 | $2.17M | Buy |
29,689
+3,082
| +12% | +$216K | 0.09% | 235 |
|
|
2016
Q4 | $1.74M | Buy |
26,607
+2,050
| +8% | +$141K | 0.08% | 261 |
|
|
2016
Q3 | $1.82M | Sell |
24,557
-103
| -0.4% | -$7.61K | 0.1% | 243 |
|
|
2016
Q2 | $1.8M | Buy |
24,660
+19,392
| +368% | +$1.38M | 0.1% | 230 |
|
|
2016
Q1 | $362K | Sell |
5,268
-14,463
| -73% | -$962K | 0.05% | 348 |
|
|
2015
Q4 | $1.31M | Buy |
+19,731
| New | +$1.31M | 0.09% | 244 |
|
Other funds holding CL
VCM
DAM
VPM