IFP Advisors’s Colgate-Palmolive CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
3,789
-1,775
-32% -$276K 0.02% 768
2025
Q1
$521K Buy
5,564
+6
+0.1% +$562 0.02% 754
2024
Q4
$505K Buy
5,558
+39
+0.7% +$3.55K 0.02% 733
2024
Q3
$573K Buy
5,519
+547
+11% +$56.8K 0.02% 641
2024
Q2
$482K Buy
4,972
+3,458
+228% +$336K 0.02% 670
2024
Q1
$136K Sell
1,514
-9,875
-87% -$889K 0.01% 1168
2023
Q4
$908K Sell
11,389
-761
-6% -$60.7K 0.04% 407
2023
Q3
$864K Sell
12,150
-794
-6% -$56.5K 0.04% 429
2023
Q2
$997K Buy
12,944
+10,265
+383% +$791K 0.04% 429
2023
Q1
$168K Sell
2,679
-5,220
-66% -$327K 0.01% 1014
2022
Q4
$514K Buy
7,899
+1
+0% +$65 0.01% 886
2022
Q3
$512K Buy
7,898
+437
+6% +$28.3K 0.01% 922
2022
Q2
$484K Hold
7,461
0.02% 871
2022
Q1
$484K Buy
7,461
+5,295
+244% +$343K 0.02% 871
2021
Q4
$186K Sell
2,166
-117
-5% -$10K ﹤0.01% 966
2021
Q3
$175K Buy
2,283
+120
+6% +$9.2K ﹤0.01% 987
2021
Q2
$177K Hold
2,163
﹤0.01% 963
2021
Q1
$173K Sell
2,163
-1,559
-42% -$125K ﹤0.01% 907
2020
Q4
$320K Sell
3,722
-807
-18% -$69.4K 0.01% 639
2020
Q3
$348K Sell
4,529
-248
-5% -$19.1K 0.02% 532
2020
Q2
$348K Sell
4,777
-1,462
-23% -$107K 0.03% 501
2020
Q1
$397K Buy
6,239
+1,123
+22% +$71.5K 0.04% 398
2019
Q4
$352K Sell
5,116
-1,092
-18% -$75.1K 0.03% 502
2019
Q3
$458K Buy
+6,208
New +$458K 0.03% 515
2019
Q1
$362K Sell
5,268
-3,941
-43% -$271K 0.05% 348
2018
Q4
$549K Sell
9,209
-4,021
-30% -$240K 0.03% 519
2018
Q3
$886K Buy
13,230
+2,640
+25% +$177K 0.04% 461
2018
Q2
$686K Sell
10,590
-1,762
-14% -$114K 0.03% 552
2018
Q1
$932K Hold
12,352
0.04% 413
2017
Q4
$932K Sell
12,352
-16,879
-58% -$1.27M 0.04% 412
2017
Q3
$2.13M Sell
29,231
-1,529
-5% -$111K 0.08% 252
2017
Q2
$2.28M Buy
30,760
+1,071
+4% +$79.4K 0.1% 231
2017
Q1
$2.17M Buy
29,689
+3,082
+12% +$226K 0.09% 235
2016
Q4
$1.74M Buy
26,607
+2,050
+8% +$134K 0.08% 260
2016
Q3
$1.82M Sell
24,557
-103
-0.4% -$7.64K 0.09% 241
2016
Q2
$1.81M Buy
24,660
+19,392
+368% +$1.42M 0.1% 230
2016
Q1
$362K Sell
5,268
-14,463
-73% -$994K 0.05% 348
2015
Q4
$1.31M Buy
+19,731
New +$1.31M 0.09% 244