McClarren 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
Q1 | – | Sell |
-615
| Closed | -$55K | – | 289 |
|
|
2024
Q4 | $55K | Buy |
+615
| New | +$55K | 0.15% | 76 |
|
|
2024
Q3 | – | Sell |
-97
| Closed | -$59K | – | 250 |
|
|
2024
Q2 | $59K | Sell |
97
-519
| -84% | -$316K | 0.04% | 134 |
|
|
2024
Q1 | $56K | Buy |
616
+1
| +0.2% | +$91 | 0.04% | 137 |
|
|
2023
Q4 | $49K | Buy |
615
+4
| +0.7% | +$319 | 0.04% | 158 |
|
|
2023
Q3 | $43K | Buy |
611
+4
| +0.7% | +$282 | 0.04% | 154 |
|
|
2023
Q2 | $46K | Buy |
607
+4
| +0.7% | +$303 | 0.04% | 157 |
|
|
2023
Q1 | $45K | Buy |
603
+3
| +0.5% | +$224 | 0.04% | 151 |
|
|
2022
Q4 | $47K | Hold |
600
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $42K | Buy |
+600
| New | +$42K | 0.04% | 148 |
|