J.W. Cole Advisors’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 | $2.47M | Buy |
27,128
+1,726
| +7% | +$157K | 0.05% | 346 |
|
|
2025
Q1 | $2.38M | Buy |
25,402
+10,005
| +65% | +$937K | 0.07% | 275 |
|
|
2024
Q4 | $1.4M | Buy |
15,397
+86
| +0.6% | +$7.82K | 0.06% | 330 |
|
|
2024
Q3 | $1.59M | Buy |
15,311
+4,378
| +40% | +$455K | 0.07% | 294 |
|
|
2024
Q2 | $1.06M | Buy |
10,933
+1,953
| +22% | +$190K | 0.05% | 345 |
|
|
2024
Q1 | $808K | Sell |
8,980
-696
| -7% | -$62.6K | 0.04% | 386 |
|
|
2023
Q4 | $771K | Sell |
9,676
-4,177
| -30% | -$333K | 0.05% | 352 |
|
|
2023
Q3 | $985K | Buy |
13,853
+663
| +5% | +$47.1K | 0.07% | 259 |
|
|
2023
Q2 | $1.02M | Sell |
13,190
-5,887
| -31% | -$454K | 0.07% | 266 |
|
|
2023
Q1 | $1.43M | Buy |
19,077
+13,576
| +247% | +$1.02M | 0.1% | 224 |
|
|
2022
Q4 | $433K | Sell |
5,501
-446
| -7% | -$35.1K | 0.03% | 455 |
|
|
2022
Q3 | $418K | Sell |
5,947
-111
| -2% | -$7.8K | 0.03% | 442 |
|
|
2022
Q2 | $485K | Buy |
6,058
+203
| +3% | +$16.3K | 0.04% | 413 |
|
|
2022
Q1 | $444K | Sell |
5,855
-652
| -10% | -$49.4K | 0.03% | 494 |
|
|
2021
Q4 | $555K | Buy |
6,507
+536
| +9% | +$45.7K | 0.04% | 424 |
|
|
2021
Q3 | $451K | Sell |
5,971
-378
| -6% | -$28.6K | 0.03% | 278 |
|
|
2021
Q2 | $517K | Sell |
6,349
-2,057
| -24% | -$168K | 0.04% | 423 |
|
|
2021
Q1 | $663K | Buy |
8,406
+918
| +12% | +$72.4K | 0.06% | 320 |
|
|
2020
Q4 | $640K | Sell |
7,488
-5,754
| -43% | -$492K | 0.07% | 295 |
|
|
2020
Q3 | $1.02M | Buy |
+13,242
| New | +$1.02M | 0.08% | 248 |
|
|
2020
Q1 | – | Sell |
-6,046
| Closed | -$416K | – | 165 |
|
|
2019
Q4 | $416K | Buy |
+6,046
| New | +$416K | 0.05% | 342 |
|