Kestra Private Wealth Services’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
$3.38M Sell
37,167
-333
-0.9% -$30.3K 0.05% 367
2025
Q1
$3.51M Sell
37,500
-1,570
-4% -$147K 0.06% 327
2024
Q4
$3.55M Sell
39,070
-1,251
-3% -$114K 0.06% 304
2024
Q3
$4.19M Sell
40,321
-6,821
-14% -$708K 0.08% 264
2024
Q2
$4.57M Buy
47,142
+1,678
+4% +$163K 0.09% 234
2024
Q1
$4.09M Sell
45,464
-181
-0.4% -$16.3K 0.09% 233
2023
Q4
$3.64M Buy
45,645
+15,721
+53% +$1.25M 0.09% 233
2023
Q3
$2.13M Buy
29,924
+6,739
+29% +$479K 0.07% 298
2023
Q2
$1.79M Buy
23,185
+7,734
+50% +$596K 0.06% 319
2023
Q1
$1.16M Buy
15,451
+285
+2% +$21.4K 0.05% 379
2022
Q4
$1.19M Buy
15,166
+1,973
+15% +$155K 0.06% 331
2022
Q3
$927K Buy
13,193
+358
+3% +$25.2K 0.05% 345
2022
Q2
$1.03M Buy
12,835
+339
+3% +$27.2K 0.06% 343
2022
Q1
$948K Sell
12,496
-118
-0.9% -$8.95K 0.05% 389
2021
Q4
$1.08M Buy
12,614
+372
+3% +$31.7K 0.05% 366
2021
Q3
$925K Buy
12,242
+908
+8% +$68.6K 0.05% 370
2021
Q2
$922K Buy
11,334
+75
+0.7% +$6.1K 0.06% 348
2021
Q1
$888K Sell
11,259
-81
-0.7% -$6.39K 0.06% 314
2020
Q4
$961K Buy
11,340
+1,609
+17% +$136K 0.07% 281
2020
Q3
$751K Buy
+9,731
New +$751K 0.07% 298