Mount Yale Investment Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
|
|||||
|
2025
Q1 | $335K | Buy |
|
|||||
|
2024
Q4 | $300K | Buy |
|
|||||
|
2024
Q3 | $324K | Sell |
|
|||||
|
2024
Q2 | $421K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $552K | Buy |
|
|||||
|
2020
Q2 | $498K | Sell |
|
|||||
|
2020
Q1 | $475K | Buy |
|
|||||
|
2019
Q4 | $437K | Buy |
|
|||||
|
2019
Q3 | $324K | Buy |
|
|||||
|
2019
Q2 | $308K | Buy |
|
|||||
|
2019
Q1 | $288K | Sell |
|
|||||
|
2018
Q4 | $281K | Sell |
|
|||||
|
2018
Q3 | $263K | Buy |
|
|||||
|
2018
Q2 | $247K | Buy |
|