Morningstar Investment 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 | $1.38M | Buy |
15,153
+553
| +4% | +$50.3K | 0.12% | 52 |
|
|
2025
Q1 | $1.37M | Sell |
14,600
-897
| -6% | -$84K | 0.12% | 46 |
|
|
2024
Q4 | $1.41M | Hold |
15,497
| – | – | 0.11% | 52 |
|
|
2024
Q3 | $1.56M | Buy |
15,497
+2,792
| +22% | +$281K | 0.15% | 61 |
|
|
2024
Q2 | $1.23M | Hold |
12,705
| – | – | 0.13% | 71 |
|
|
2024
Q1 | $1.14M | Hold |
12,705
| – | – | 0.12% | 74 |
|
|
2023
Q4 | $1.01M | Sell |
12,705
-19
| -0.1% | -$1.52K | 0.12% | 82 |
|
|
2023
Q3 | $905K | Hold |
12,724
| – | – | 0.12% | 64 |
|
|
2023
Q2 | $980K | Buy |
+12,724
| New | +$980K | 0.13% | 61 |
|