MGIA
Moneta Group Investment Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
15,424
+133
| +0.9% | +$12.1K | 0.02% | 267 |
|
|
2025
Q1 | $1.43M | Sell |
15,291
-68
| -0.4% | -$6.37K | 0.02% | 249 |
|
|
2024
Q4 | $1.4M | Buy |
15,359
+1,269
| +9% | +$115K | 0.02% | 250 |
|
|
2024
Q3 | $1.46M | Buy |
14,090
+701
| +5% | +$72.8K | 0.02% | 239 |
|
|
2024
Q2 | $1.3M | Buy |
13,389
+482
| +4% | +$46.8K | 0.02% | 240 |
|
|
2024
Q1 | $1.16M | Sell |
12,907
-4,984
| -28% | -$449K | 0.02% | 249 |
|
|
2023
Q4 | $1.43M | Sell |
17,891
-42
| -0.2% | -$3.35K | 0.03% | 198 |
|
|
2023
Q3 | $1.28M | Sell |
17,933
-879
| -5% | -$62.5K | 0.03% | 198 |
|
|
2023
Q2 | $1.45M | Buy |
18,812
+441
| +2% | +$34K | 0.03% | 196 |
|
|
2023
Q1 | $1.38M | Sell |
18,371
-100
| -0.5% | -$7.52K | 0.03% | 188 |
|
|
2022
Q4 | $1.38M | Buy |
18,471
+791
| +4% | +$59K | 0.04% | 183 |
|
|
2022
Q3 | $1.24M | Sell |
17,680
-875
| -5% | -$61.5K | 0.05% | 174 |
|
|
2022
Q2 | $1.49M | Buy |
18,555
+4,695
| +34% | +$376K | 0.05% | 169 |
|
|
2022
Q1 | $1.05M | Sell |
13,860
-635
| -4% | -$48.2K | 0.04% | 198 |
|
|
2021
Q4 | $1.24M | Buy |
14,495
+1,158
| +9% | +$98.8K | 0.05% | 180 |
|
|
2021
Q3 | $1.01M | Sell |
13,337
-922
| -6% | -$69.7K | 0.05% | 195 |
|
|
2021
Q2 | $1.16M | Buy |
14,259
+77
| +0.5% | +$6.26K | 0.05% | 182 |
|
|
2021
Q1 | $1.12M | Buy |
14,182
+11,247
| +383% | +$887K | 0.06% | 165 |
|
|
2020
Q4 | $251K | Sell |
2,935
-526
| -15% | -$45K | 0.02% | 272 |
|
|
2020
Q3 | $267K | Sell |
3,461
-1,112
| -24% | -$85.8K | 0.02% | 231 |
|
|
2020
Q2 | $335K | Buy |
+4,573
| New | +$335K | 0.03% | 202 |
|
|
2020
Q1 | – | Sell |
-2,223
| Closed | -$153K | – | 243 |
|
|
2019
Q4 | $153K | Buy |
2,223
+60
| +3% | +$4.13K | 0.01% | 249 |
|
|
2019
Q3 | $159K | Buy |
+2,163
| New | +$159K | 0.01% | 246 |
|
|
2018
Q4 | – | Sell |
-8,598
| Closed | -$576K | – | 215 |
|
|
2018
Q3 | $576K | Buy |
8,598
+431
| +5% | +$28.9K | 0.06% | 137 |
|
|
2018
Q2 | $529K | Buy |
8,167
+6,634
| +433% | +$430K | 0.06% | 164 |
|
|
2018
Q1 | $110K | Sell |
1,533
-343
| -18% | -$24.6K | 0.01% | 229 |
|
|
2017
Q4 | $142K | Buy |
+1,876
| New | +$142K | 0.02% | 214 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$51K | – | 191 |
|
|
2015
Q3 | $51K | Buy |
+800
| New | +$51K | 0.01% | 227 |
|
|
2015
Q2 | – | Sell |
-6,800
| Closed | -$472K | – | 131 |
|
|
2015
Q1 | $472K | Sell |
6,800
-800
| -11% | -$55.5K | 0.2% | 89 |
|
|
2014
Q4 | $526K | Buy |
7,600
+3,000
| +65% | +$208K | 0.25% | 65 |
|
|
2014
Q3 | $300K | Buy |
4,600
+1,600
| +53% | +$104K | 0.16% | 109 |
|
|
2014
Q2 | $205K | Buy |
+3,000
| New | +$205K | 0.11% | 131 |
|