Key Financial Inc’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 | $21.7K | Sell |
239
-114
| -32% | -$10.4K | ﹤0.01% | 673 |
|
|
2025
Q1 | $33.1K | Sell |
353
-606
| -63% | -$56.8K | 0.01% | 553 |
|
|
2024
Q4 | $87.2K | Buy |
959
+23
| +2% | +$2.09K | 0.02% | 385 |
|
|
2024
Q3 | $97.2K | Sell |
936
-103
| -10% | -$10.7K | 0.02% | 351 |
|
|
2024
Q2 | $101K | Hold |
1,039
| – | – | 0.02% | 337 |
|
|
2024
Q1 | $93.6K | Hold |
1,039
| – | – | 0.02% | 336 |
|
|
2023
Q4 | $82.8K | Hold |
1,039
| – | – | 0.02% | 340 |
|
|
2023
Q3 | $73.9K | Hold |
1,039
| – | – | 0.02% | 336 |
|
|
2023
Q2 | $80K | Hold |
1,039
| – | – | 0.03% | 339 |
|
|
2023
Q1 | $78.1K | Sell |
1,039
-266
| -20% | -$20K | 0.03% | 332 |
|
|
2022
Q4 | $91.7K | Hold |
1,305
| – | – | 0.04% | 255 |
|
|
2022
Q3 | $92K | Buy |
1,305
+266
| +26% | +$18.8K | 0.04% | 258 |
|
|
2022
Q2 | $85K | Hold |
1,039
| – | – | 0.05% | 267 |
|
|
2022
Q1 | $79K | Hold |
1,039
| – | – | 0.04% | 295 |
|
|
2021
Q4 | $89K | Hold |
1,039
| – | – | 0.04% | 251 |
|
|
2021
Q3 | $79K | Hold |
1,039
| – | – | 0.04% | 263 |
|
|
2021
Q2 | $83K | Buy |
1,039
+76
| +8% | +$6.07K | 0.05% | 262 |
|
|
2021
Q1 | $76K | Hold |
963
| – | – | 0.05% | 220 |
|
|
2020
Q4 | $82K | Buy |
+963
| New | +$82K | 0.06% | 201 |
|
|
2020
Q2 | – | Sell |
-950
| Closed | -$63K | – | 187 |
|
|
2020
Q1 | $63K | Buy |
+950
| New | +$63K | 0.06% | 196 |
|