Mount Yale Investment 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
Q2 | $297K | Sell |
3,262
-310
| -9% | -$28.2K | 0.02% | 460 |
|
|
2025
Q1 | $335K | Buy |
3,572
+273
| +8% | +$25.6K | 0.03% | 407 |
|
|
2024
Q4 | $300K | Buy |
3,299
+173
| +6% | +$15.7K | 0.02% | 445 |
|
|
2024
Q3 | $324K | Sell |
3,126
-1,213
| -28% | -$126K | 0.03% | 412 |
|
|
2024
Q2 | $421K | Buy |
+4,339
| New | +$421K | 0.03% | 373 |
|
|
2020
Q4 | – | Sell |
-7,157
| Closed | -$552K | – | 397 |
|
|
2020
Q3 | $552K | Buy |
7,157
+362
| +5% | +$27.9K | 0.08% | 233 |
|
|
2020
Q2 | $498K | Sell |
6,795
-368
| -5% | -$27K | 0.09% | 227 |
|
|
2020
Q1 | $475K | Buy |
7,163
+1,236
| +21% | +$82K | 0.11% | 177 |
|
|
2019
Q4 | $437K | Buy |
5,927
+1,061
| +22% | +$78.2K | 0.08% | 231 |
|
|
2019
Q3 | $324K | Buy |
4,866
+491
| +11% | +$32.7K | 0.06% | 261 |
|
|
2019
Q2 | $308K | Buy |
4,375
+178
| +4% | +$12.5K | 0.06% | 262 |
|
|
2019
Q1 | $288K | Sell |
4,197
-67
| -2% | -$4.6K | 0.05% | 261 |
|
|
2018
Q4 | $281K | Sell |
4,264
-29
| -0.7% | -$1.91K | 0.06% | 266 |
|
|
2018
Q3 | $263K | Buy |
4,293
+485
| +13% | +$29.7K | 0.05% | 274 |
|
|
2018
Q2 | $247K | Buy |
+3,808
| New | +$247K | 0.05% | 278 |
|