KFG Wealth Management’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 | $966K | Buy |
10,626
+1,791
| +20% | +$163K | 0.16% | 74 |
|
|
2025
Q1 | $828K | Buy |
8,835
+131
| +2% | +$12.3K | 0.15% | 77 |
|
|
2024
Q4 | $791K | Buy |
8,704
+564
| +7% | +$51.3K | 0.15% | 74 |
|
|
2024
Q3 | $845K | Sell |
8,140
-1,310
| -14% | -$136K | 0.18% | 75 |
|
|
2024
Q2 | $917K | Buy |
9,450
+1,069
| +13% | +$104K | 0.36% | 54 |
|
|
2024
Q1 | $755K | Buy |
8,381
+384
| +5% | +$34.6K | 0.31% | 61 |
|
|
2023
Q4 | $637K | Sell |
7,997
-1
| -0% | -$80 | 0.29% | 61 |
|
|
2023
Q3 | $569K | Buy |
7,998
+915
| +13% | +$65.1K | 0.31% | 61 |
|
|
2023
Q2 | $546K | Buy |
7,083
+3,813
| +117% | +$294K | 0.32% | 58 |
|
|
2023
Q1 | $250K | Buy |
+3,270
| New | +$250K | 0.17% | 74 |
|