Omnia Family Wealth’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 | $506K | Sell |
5,566
-249
| -4% | -$22.6K | 0.18% | 44 |
|
|
2025
Q1 | $545K | Buy |
5,815
+356
| +7% | +$33.4K | 0.23% | 39 |
|
|
2024
Q4 | $496K | Sell |
5,459
-305
| -5% | -$27.7K | 0.21% | 40 |
|
|
2024
Q3 | $598K | Buy |
5,764
+92
| +2% | +$9.55K | 0.26% | 35 |
|
|
2024
Q2 | $550K | Buy |
5,672
+57
| +1% | +$5.53K | 0.23% | 39 |
|
|
2024
Q1 | $506K | Buy |
5,615
+39
| +0.7% | +$3.51K | 0.24% | 39 |
|
|
2023
Q4 | $444K | Sell |
5,576
-662
| -11% | -$52.8K | 0.23% | 39 |
|
|
2023
Q3 | $444K | Hold |
6,238
| – | – | 0.28% | 39 |
|
|
2023
Q2 | $481K | Hold |
6,238
| – | – | 0.33% | 35 |
|
|
2023
Q1 | $469K | Hold |
6,238
| – | – | 0.36% | 34 |
|
|
2022
Q4 | $491K | Hold |
6,238
| – | – | 0.4% | 34 |
|
|
2022
Q3 | $438K | Hold |
6,238
| – | – | 0.36% | 32 |
|
|
2022
Q2 | $500K | Hold |
6,238
| – | – | 0.37% | 32 |
|
|
2022
Q1 | $473K | Hold |
6,238
| – | – | 0.31% | 39 |
|
|
2021
Q4 | $532K | Hold |
6,238
| – | – | 0.32% | 37 |
|
|
2021
Q3 | $471K | Sell |
6,238
-58
| -0.9% | -$4.38K | 0.32% | 39 |
|
|
2021
Q2 | $512K | Buy |
6,296
+58
| +0.9% | +$4.72K | 0.33% | 36 |
|
|
2021
Q1 | $492K | Hold |
6,238
| – | – | 0.36% | 34 |
|
|
2020
Q4 | $533K | Hold |
6,238
| – | – | 0.49% | 35 |
|
|
2020
Q3 | $481K | Hold |
6,238
| – | – | 0.46% | 35 |
|
|
2020
Q2 | $457K | Hold |
6,238
| – | – | 0.45% | 36 |
|
|
2020
Q1 | $414K | Hold |
6,238
| – | – | 0.43% | 41 |
|
|
2019
Q4 | $429K | Hold |
6,238
| – | – | 0.2% | 58 |
|
|
2019
Q3 | $459K | Hold |
6,238
| – | – | 0.34% | 48 |
|
|
2019
Q2 | $447K | Hold |
6,238
| – | – | 0.23% | 51 |
|
|
2019
Q1 | $428K | Hold |
6,238
| – | – | 0.21% | 49 |
|
|
2018
Q4 | $371K | Sell |
6,238
-43
| -0.7% | -$2.56K | 0.2% | 56 |
|
|
2018
Q3 | $421K | Hold |
6,281
| – | – | 0.19% | 49 |
|
|
2018
Q2 | $407K | Buy |
6,281
+5,040
| +406% | +$327K | 0.19% | 50 |
|
|
2018
Q1 | $89K | Buy |
1,241
+1,200
| +2,927% | +$86.1K | 0.04% | 123 |
|
|
2017
Q4 | $3K | Sell |
41
-229
| -85% | -$16.8K | ﹤0.01% | 362 |
|
|
2017
Q3 | $20K | Sell |
270
-119
| -31% | -$8.82K | 0.01% | 204 |
|
|
2017
Q2 | $29K | Buy |
389
+348
| +849% | +$25.9K | 0.01% | 187 |
|
|
2017
Q1 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 494 |
|