OneAscent Financial Services’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 | $452K | Sell |
4,945
-5,915
| -54% | -$541K | 0.03% | 332 |
|
|
2025
Q1 | $1.02M | Sell |
10,860
-3,969
| -27% | -$372K | 0.07% | 194 |
|
|
2024
Q4 | $1.35M | Buy |
14,829
+10,976
| +285% | +$998K | 0.11% | 125 |
|
|
2024
Q3 | $400K | Buy |
+3,853
| New | +$400K | 0.29% | 90 |
|
|
2024
Q1 | – | Sell |
-11,789
| Closed | -$940K | – | 384 |
|
|
2023
Q4 | $940K | Buy |
+11,789
| New | +$940K | 0.12% | 117 |
|