Integrated Wealth Concepts’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 | $2.26M | Buy |
24,832
+11,882
| +92% | +$1.08M | 0.02% | 583 |
|
|
2025
Q1 | $1.21M | Sell |
12,950
-4,319
| -25% | -$405K | 0.01% | 753 |
|
|
2024
Q4 | $1.57M | Buy |
17,269
+10,584
| +158% | +$962K | 0.02% | 644 |
|
|
2024
Q3 | $694K | Sell |
6,685
-396
| -6% | -$41.1K | 0.01% | 949 |
|
|
2024
Q2 | $687K | Buy |
7,081
+347
| +5% | +$33.7K | 0.01% | 915 |
|
|
2024
Q1 | $607K | Buy |
6,734
+80
| +1% | +$7.21K | 0.01% | 964 |
|
|
2023
Q4 | $530K | Sell |
6,654
-4,612
| -41% | -$368K | 0.01% | 973 |
|
|
2023
Q3 | $801K | Sell |
11,266
-96
| -0.8% | -$6.83K | 0.01% | 783 |
|
|
2023
Q2 | $875K | Buy |
11,362
+5,543
| +95% | +$427K | 0.02% | 735 |
|
|
2023
Q1 | $437K | Buy |
5,819
+1,119
| +24% | +$84K | 0.01% | 899 |
|
|
2022
Q4 | $370K | Sell |
4,700
-4,966
| -51% | -$391K | 0.01% | 745 |
|
|
2022
Q3 | $679K | Buy |
9,666
+472
| +5% | +$33.2K | 0.02% | 510 |
|
|
2022
Q2 | $737K | Buy |
9,194
+652
| +8% | +$52.3K | 0.02% | 490 |
|
|
2022
Q1 | $648K | Buy |
8,542
+1,149
| +16% | +$87.2K | 0.02% | 509 |
|
|
2021
Q4 | $631K | Buy |
7,393
+1,522
| +26% | +$130K | 0.02% | 560 |
|
|
2021
Q3 | $444K | Buy |
5,871
+1,469
| +33% | +$111K | 0.01% | 606 |
|
|
2021
Q2 | $358K | Buy |
4,402
+1,178
| +37% | +$95.8K | 0.01% | 613 |
|
|
2021
Q1 | $254K | Buy |
3,224
+386
| +14% | +$30.4K | 0.01% | 627 |
|
|
2020
Q4 | $243K | Buy |
+2,838
| New | +$243K | 0.01% | 554 |
|