JNBA Financial 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 | $51.4K | Hold |
565
| – | – | ﹤0.01% | 291 |
|
|
2025
Q1 | $52.9K | Sell |
565
-221
| -28% | -$20.7K | 0.01% | 277 |
|
|
2024
Q4 | $71.5K | Hold |
786
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $81.6K | Sell |
786
-350
| -31% | -$36.3K | 0.01% | 244 |
|
|
2024
Q2 | $110K | Sell |
1,136
-41
| -3% | -$3.98K | 0.01% | 216 |
|
|
2024
Q1 | $106K | Hold |
1,177
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $93.8K | Hold |
1,177
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $83.7K | Hold |
1,177
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $90.7K | Buy |
1,177
+1,000
| +565% | +$77K | 0.01% | 235 |
|
|
2023
Q1 | $13.3K | Hold |
177
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $13.9K | Hold |
177
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $12K | Hold |
177
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $14K | Hold |
177
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $13K | Hold |
177
| – | – | ﹤0.01% | 464 |
|
|
2021
Q4 | $15K | Hold |
177
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $13K | Hold |
177
| – | – | ﹤0.01% | 479 |
|
|
2021
Q2 | $14K | Hold |
177
| – | – | ﹤0.01% | 446 |
|
|
2021
Q1 | $14K | Hold |
177
| – | – | ﹤0.01% | 427 |
|
|
2020
Q4 | $15K | Buy |
177
+41
| +30% | +$3.48K | ﹤0.01% | 393 |
|
|
2020
Q3 | $10K | Hold |
136
| – | – | ﹤0.01% | 411 |
|
|
2020
Q2 | $10K | Hold |
136
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $9K | Hold |
136
| – | – | ﹤0.01% | 391 |
|
|
2019
Q4 | $9K | Hold |
136
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $10K | Sell |
136
-100
| -42% | -$7.35K | ﹤0.01% | 404 |
|
|
2019
Q2 | $17K | Buy |
236
+100
| +74% | +$7.2K | ﹤0.01% | 365 |
|
|
2019
Q1 | $9K | Hold |
136
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $8K | Sell |
136
-2,804
| -95% | -$165K | ﹤0.01% | 394 |
|
|
2018
Q3 | $197K | Buy |
2,940
+2,804
| +2,062% | +$188K | 0.09% | 129 |
|
|
2018
Q2 | $9K | Hold |
136
| – | – | ﹤0.01% | 403 |
|
|
2018
Q1 | $10K | Hold |
136
| – | – | ﹤0.01% | 375 |
|
|
2017
Q4 | $10K | Hold |
136
| – | – | ﹤0.01% | 370 |
|
|
2017
Q3 | $10K | Hold |
136
| – | – | ﹤0.01% | 360 |
|
|
2017
Q2 | $10K | Hold |
136
| – | – | ﹤0.01% | 353 |
|
|
2017
Q1 | $10K | Hold |
136
| – | – | ﹤0.01% | 355 |
|
|
2016
Q4 | $9K | Sell |
136
-4,218
| -97% | -$279K | ﹤0.01% | 368 |
|
|
2016
Q3 | $323K | Buy |
+4,354
| New | +$323K | 0.05% | 153 |
|