IAA
Independent Advisor Alliance’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
31,015
-861
| -3% | -$78.3K | 0.08% | 212 |
|
|
2025
Q1 | $2.99M | Buy |
31,876
+689
| +2% | +$64.6K | 0.1% | 188 |
|
|
2024
Q4 | $2.84M | Buy |
31,187
+2,898
| +10% | +$263K | 0.04% | 420 |
|
|
2024
Q3 | $2.94M | Buy |
28,289
+497
| +2% | +$51.6K | 0.11% | 168 |
|
|
2024
Q2 | $2.7M | Sell |
27,792
-3,027
| -10% | -$294K | 0.09% | 180 |
|
|
2024
Q1 | $2.78M | Sell |
30,819
-917
| -3% | -$82.6K | 0.1% | 176 |
|
|
2023
Q4 | $2.53M | Sell |
31,736
-5,678
| -15% | -$453K | 0.09% | 182 |
|
|
2023
Q3 | $2.66M | Sell |
37,414
-5,521
| -13% | -$393K | 0.12% | 164 |
|
|
2023
Q2 | $3.31M | Sell |
42,935
-4,263
| -9% | -$328K | 0.15% | 132 |
|
|
2023
Q1 | $3.55M | Sell |
47,198
-632
| -1% | -$47.5K | 0.17% | 115 |
|
|
2022
Q4 | $3.77K | Buy |
47,830
+228
| +0.5% | +$18 | ﹤0.01% | 204 |
|
|
2022
Q3 | $3.34M | Sell |
47,602
-1,584
| -3% | -$111K | 0.2% | 105 |
|
|
2022
Q2 | $3.94M | Sell |
49,186
-1,166
| -2% | -$93.4K | 0.22% | 96 |
|
|
2022
Q1 | $3.82M | Buy |
50,352
+4,912
| +11% | +$372K | 0.18% | 108 |
|
|
2021
Q4 | $3.88M | Buy |
45,440
+3,799
| +9% | +$324K | 0.19% | 103 |
|
|
2021
Q3 | $3.15M | Buy |
41,641
+128
| +0.3% | +$9.67K | 0.18% | 116 |
|
|
2021
Q2 | $3.38M | Buy |
41,513
+389
| +0.9% | +$31.6K | 0.19% | 118 |
|
|
2021
Q1 | $3.24M | Buy |
41,124
+1,627
| +4% | +$128K | 0.19% | 112 |
|
|
2020
Q4 | $3.38M | Buy |
39,497
+1,510
| +4% | +$129K | 0.23% | 97 |
|
|
2020
Q3 | $2.93M | Sell |
37,987
-101
| -0.3% | -$7.79K | 0.22% | 99 |
|
|
2020
Q2 | $2.79M | Buy |
38,088
+4,323
| +13% | +$317K | 0.3% | 70 |
|
|
2020
Q1 | $2.24M | Sell |
33,765
-6,058
| -15% | -$402K | 0.33% | 64 |
|
|
2019
Q4 | $2.74M | Buy |
39,823
+3,400
| +9% | +$234K | 0.12% | 188 |
|
|
2019
Q3 | $2.68M | Sell |
36,423
-1,239
| -3% | -$91.1K | 0.33% | 71 |
|
|
2019
Q2 | $2.7M | Sell |
37,662
-480
| -1% | -$34.4K | 0.39% | 58 |
|
|
2019
Q1 | $2.61M | Buy |
38,142
+3,086
| +9% | +$211K | 0.37% | 63 |
|
|
2018
Q4 | $2.09M | Buy |
35,056
+266
| +0.8% | +$15.8K | 0.37% | 63 |
|
|
2018
Q3 | $2.31M | Buy |
34,790
+663
| +2% | +$44K | 0.42% | 53 |
|
|
2018
Q2 | $2.19M | Buy |
34,127
+290
| +0.9% | +$18.6K | 0.46% | 49 |
|
|
2018
Q1 | $2.37M | Buy |
33,837
+1,496
| +5% | +$105K | 0.53% | 41 |
|
|
2017
Q4 | $2.44M | Buy |
32,341
+2,396
| +8% | +$181K | 0.55% | 44 |
|
|
2017
Q3 | $2.17M | Buy |
29,945
+1,207
| +4% | +$87.3K | 0.6% | 41 |
|
|
2017
Q2 | $2.1M | Buy |
28,738
+4,943
| +21% | +$361K | 0.67% | 38 |
|
|
2017
Q1 | $1.75M | Buy |
23,795
+288
| +1% | +$21.2K | 0.28% | 105 |
|
|
2016
Q4 | $1.6M | Buy |
+23,507
| New | +$1.6M | 0.68% | 48 |
|