OneDigital 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 | $715K | Buy |
7,861
+208
| +3% | +$18.9K | 0.01% | 758 |
|
|
2025
Q1 | $717K | Sell |
7,653
-7,587
| -50% | -$711K | 0.01% | 728 |
|
|
2024
Q4 | $1.39M | Buy |
15,240
+411
| +3% | +$37.4K | 0.02% | 529 |
|
|
2024
Q3 | $1.54M | Buy |
14,829
+2,847
| +24% | +$296K | 0.02% | 519 |
|
|
2024
Q2 | $1.16M | Buy |
11,982
+1,056
| +10% | +$102K | 0.01% | 570 |
|
|
2024
Q1 | $984K | Sell |
10,926
-755
| -6% | -$68K | 0.02% | 515 |
|
|
2023
Q4 | $931K | Buy |
11,681
+2,114
| +22% | +$169K | 0.02% | 505 |
|
|
2023
Q3 | $680K | Sell |
9,567
-581
| -6% | -$41.3K | 0.01% | 539 |
|
|
2023
Q2 | $782K | Sell |
10,148
-6,277
| -38% | -$484K | 0.02% | 481 |
|
|
2023
Q1 | $1.23M | Buy |
16,425
+10,225
| +165% | +$768K | 0.03% | 354 |
|
|
2022
Q4 | $488K | Sell |
6,200
-83
| -1% | -$6.54K | 0.01% | 528 |
|
|
2022
Q3 | $441K | Buy |
6,283
+186
| +3% | +$13.1K | 0.02% | 496 |
|
|
2022
Q2 | $489K | Buy |
6,097
+142
| +2% | +$11.4K | 0.02% | 423 |
|
|
2022
Q1 | $452K | Sell |
5,955
-960
| -14% | -$72.9K | 0.02% | 462 |
|
|
2021
Q4 | $590K | Buy |
6,915
+1,014
| +17% | +$86.5K | 0.02% | 387 |
|
|
2021
Q3 | $446K | Buy |
5,901
+1,482
| +34% | +$112K | 0.02% | 439 |
|
|
2021
Q2 | $359K | Sell |
4,419
-350
| -7% | -$28.4K | 0.01% | 495 |
|
|
2021
Q1 | $376K | Buy |
4,769
+1,635
| +52% | +$129K | 0.02% | 447 |
|
|
2020
Q4 | $268K | Buy |
3,134
+3
| +0.1% | +$257 | 0.01% | 510 |
|
|
2020
Q3 | $242K | Sell |
3,131
-1,579
| -34% | -$122K | 0.02% | 491 |
|
|
2020
Q2 | $345K | Buy |
4,710
+57
| +1% | +$4.18K | 0.02% | 402 |
|
|
2020
Q1 | $309K | Sell |
4,653
-2,122
| -31% | -$141K | 0.03% | 360 |
|
|
2019
Q4 | $466K | Buy |
6,775
+2
| +0% | +$138 | 0.04% | 313 |
|
|
2019
Q3 | $498K | Buy |
6,773
+44
| +0.7% | +$3.24K | 0.04% | 274 |
|
|
2019
Q2 | $482K | Buy |
6,729
+5,045
| +300% | +$361K | 0.04% | 261 |
|
|
2019
Q1 | $115K | Sell |
1,684
-394
| -19% | -$26.9K | 0.02% | 352 |
|
|
2018
Q4 | $124K | Buy |
2,078
+82
| +4% | +$4.89K | 0.02% | 310 |
|
|
2018
Q3 | $134K | Buy |
1,996
+26
| +1% | +$1.75K | 0.03% | 238 |
|
|
2018
Q2 | $128K | Buy |
1,970
+6
| +0.3% | +$390 | 0.03% | 299 |
|
|
2018
Q1 | $141K | Sell |
1,964
-591
| -23% | -$42.4K | 0.03% | 285 |
|
|
2017
Q4 | $192K | Buy |
2,555
+604
| +31% | +$45.4K | 0.02% | 233 |
|
|
2017
Q3 | $142K | Sell |
1,951
-321
| -14% | -$23.4K | 0.05% | 178 |
|
|
2017
Q2 | $168K | Buy |
+2,272
| New | +$168K | 0.05% | 221 |
|