Optimum 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
Q3 | $20K | Hold |
250
| – | – | 0.01% | 442 |
|
|
2025
Q2 | $22.7K | Hold |
250
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $23.4K | Hold |
250
| – | – | 0.01% | 425 |
|
|
2024
Q4 | $22.7K | Hold |
250
| – | – | 0.01% | 418 |
|
|
2024
Q3 | $26K | Hold |
250
| – | – | 0.01% | 416 |
|
|
2024
Q2 | $24.3K | Hold |
250
| – | – | 0.01% | 425 |
|
|
2024
Q1 | $22.5K | Hold |
250
| – | – | 0.01% | 446 |
|
|
2023
Q4 | $19.9K | Hold |
250
| – | – | 0.01% | 446 |
|
|
2023
Q3 | $17.8K | Hold |
250
| – | – | 0.01% | 484 |
|
|
2023
Q2 | $19.3K | Hold |
250
| – | – | 0.01% | 478 |
|
|
2023
Q1 | $18.8K | Hold |
250
| – | – | 0.01% | 484 |
|
|
2022
Q4 | $19.7K | Hold |
250
| – | – | 0.01% | 489 |
|
|
2022
Q3 | $18K | Hold |
250
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $20K | Hold |
250
| – | – | 0.01% | 516 |
|
|
2022
Q1 | $19K | Hold |
250
| – | – | 0.01% | 568 |
|
|
2021
Q4 | $21K | Hold |
250
| – | – | 0.01% | 590 |
|
|
2021
Q3 | $19K | Hold |
250
| – | – | 0.01% | 597 |
|
|
2021
Q2 | $20K | Hold |
250
| – | – | 0.01% | 658 |
|
|
2021
Q1 | $20K | Hold |
250
| – | – | 0.01% | 663 |
|
|
2020
Q4 | $21K | Hold |
250
| – | – | 0.01% | 618 |
|
|
2020
Q3 | $19K | Sell |
250
-50
| -17% | -$3.81K | 0.01% | 614 |
|
|
2020
Q2 | $22K | Hold |
300
| – | – | 0.01% | 588 |
|
|
2020
Q1 | $20K | Hold |
300
| – | – | 0.01% | 568 |
|
|
2019
Q4 | $21K | Sell |
300
-200
| -40% | -$13.6K | 0.01% | 659 |
|
|
2019
Q3 | $37K | Sell |
500
-100
| -17% | -$7.25K | 0.01% | 561 |
|
|
2019
Q2 | $43K | Hold |
600
| – | – | 0.01% | 531 |
|
|
2019
Q1 | $41K | Hold |
600
| – | – | 0.01% | 545 |
|
|
2018
Q4 | $36K | Hold |
600
| – | – | 0.01% | 522 |
|
|
2018
Q3 | $40K | Hold |
600
| – | – | 0.01% | 576 |
|
|
2018
Q2 | $39K | Sell |
600
-400
| -40% | -$26.2K | 0.01% | 575 |
|
|
2018
Q1 | $72K | Buy |
+1,000
| New | +$72K | 0.02% | 458 |
|
|
2015
Q1 | $191K | Buy |
2,750
+100
| +4% | +$6.91K | 0.06% | 289 |
|
|
2014
Q4 | $184K | Hold |
2,650
| – | – | 0.06% | 280 |
|
|
2014
Q3 | $174K | Hold |
2,650
| – | – | 0.06% | 278 |
|
|
2014
Q2 | $180K | Buy |
2,650
+400
| +18% | +$26.8K | 0.06% | 272 |
|
|
2014
Q1 | $146K | Hold |
2,250
| – | – | 0.05% | 259 |
|
|
2013
Q4 | $147K | Buy |
2,250
+400
| +22% | +$25.6K | 0.06% | 253 |
|
|
2013
Q3 | $110K | Buy |
+1,850
| New | +$110K | 0.05% | 270 |
|
Other funds holding CL
Optimum Investment Advisors's CL Position: Q3 2025 in Review
Optimum Investment Advisors held its Colgate-Palmolive (CL) position steady in Q3 2025 at 250 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #442.
Optimum Investment Advisors first reported a position in CL in Q3 2013 and has held it in 38 quarters since. The position peaked at $191K in Q1 2015. 1,843 funds tracked by Wall St. Rank hold CL as of Q3 2025.
- Optimum Investment Advisors held 250 shares of Colgate-Palmolive worth $20K as of Q3 2025.
- Optimum Investment Advisors left its Colgate-Palmolive share count unchanged in Q3 2025.
- Colgate-Palmolive made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #442 holding.
- Optimum Investment Advisors first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Colgate-Palmolive position peaked at $191K in Q1 2015.
- 1,843 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.