KFP
Keystone Financial Planning’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Hold |
8,875
| – | – | 0.24% | 34 |
|
|
2025
Q1 | $832K | Hold |
8,875
| – | – | 0.25% | 36 |
|
|
2024
Q4 | $807K | Hold |
8,875
| – | – | 0.25% | 36 |
|
|
2024
Q3 | $921K | Hold |
8,875
| – | – | 0.28% | 35 |
|
|
2024
Q2 | $861K | Hold |
8,875
| – | – | 0.29% | 36 |
|
|
2024
Q1 | $799K | Hold |
8,875
| – | – | 0.26% | 37 |
|
|
2023
Q4 | $707K | Hold |
8,875
| – | – | 0.23% | 38 |
|
|
2023
Q3 | $631K | Hold |
8,875
| – | – | 0.22% | 38 |
|
|
2023
Q2 | $684K | Buy |
+8,875
| New | +$684K | 0.23% | 38 |
|
|
2017
Q4 | – | Sell |
-8,800
| Closed | -$641K | – | 46 |
|
|
2017
Q3 | $641K | Hold |
8,800
| – | – | 0.36% | 38 |
|
|
2017
Q2 | $652K | Hold |
8,800
| – | – | 0.39% | 38 |
|
|
2017
Q1 | $644K | Hold |
8,800
| – | – | 0.4% | 38 |
|
|
2016
Q4 | $576K | Hold |
8,800
| – | – | 0.38% | 37 |
|
|
2016
Q3 | $652K | Hold |
8,800
| – | – | 0.43% | 36 |
|
|
2016
Q2 | $644K | Hold |
8,800
| – | – | 0.44% | 36 |
|
|
2016
Q1 | $622K | Hold |
8,800
| – | – | 0.45% | 37 |
|
|
2015
Q4 | $586K | Hold |
8,800
| – | – | 0.44% | 37 |
|
|
2015
Q3 | $558K | Sell |
8,800
-8,178
| -48% | -$519K | 0.45% | 34 |
|
|
2015
Q2 | $1.11M | Hold |
16,978
| – | – | 0.85% | 31 |
|
|
2015
Q1 | $1.18M | Hold |
16,978
| – | – | 0.89% | 31 |
|
|
2014
Q4 | $1.18M | Hold |
16,978
| – | – | 0.87% | 31 |
|
|
2014
Q3 | $1.11M | Hold |
16,978
| – | – | 0.84% | 31 |
|
|
2014
Q2 | $1.16M | Sell |
16,978
-34
| -0.2% | -$2.32K | 0.87% | 30 |
|
|
2014
Q1 | $1.1M | Buy |
17,012
+193
| +1% | +$12.5K | 0.85% | 30 |
|
|
2013
Q4 | $1.1M | Buy |
+16,819
| New | +$1.1M | 0.88% | 32 |
|