Optimum 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 | $22.7K | Hold |
250
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $23.4K | Hold |
250
| – | – | 0.01% | 424 |
|
|
2024
Q4 | $22.7K | Hold |
250
| – | – | 0.01% | 417 |
|
|
2024
Q3 | $26K | Hold |
250
| – | – | 0.01% | 416 |
|
|
2024
Q2 | $24.3K | Hold |
250
| – | – | 0.01% | 424 |
|
|
2024
Q1 | $22.5K | Hold |
250
| – | – | 0.01% | 445 |
|
|
2023
Q4 | $19.9K | Hold |
250
| – | – | 0.01% | 446 |
|
|
2023
Q3 | $17.8K | Hold |
250
| – | – | 0.01% | 483 |
|
|
2023
Q2 | $19.3K | Hold |
250
| – | – | 0.01% | 477 |
|
|
2023
Q1 | $18.8K | Hold |
250
| – | – | 0.01% | 484 |
|
|
2022
Q4 | $19.7K | Hold |
250
| – | – | 0.01% | 488 |
|
|
2022
Q3 | $18K | Hold |
250
| – | – | 0.01% | 508 |
|
|
2022
Q2 | $20K | Hold |
250
| – | – | 0.01% | 515 |
|
|
2022
Q1 | $19K | Hold |
250
| – | – | 0.01% | 567 |
|
|
2021
Q4 | $21K | Hold |
250
| – | – | 0.01% | 590 |
|
|
2021
Q3 | $19K | Hold |
250
| – | – | 0.01% | 596 |
|
|
2021
Q2 | $20K | Hold |
250
| – | – | 0.01% | 657 |
|
|
2021
Q1 | $20K | Hold |
250
| – | – | 0.01% | 662 |
|
|
2020
Q4 | $21K | Hold |
250
| – | – | 0.01% | 617 |
|
|
2020
Q3 | $19K | Sell |
250
-50
| -17% | -$3.8K | 0.01% | 613 |
|
|
2020
Q2 | $22K | Hold |
300
| – | – | 0.01% | 588 |
|
|
2020
Q1 | $20K | Hold |
300
| – | – | 0.01% | 567 |
|
|
2019
Q4 | $21K | Sell |
300
-200
| -40% | -$14K | 0.01% | 659 |
|
|
2019
Q3 | $37K | Sell |
500
-100
| -17% | -$7.4K | 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% | 575 |
|
|
2018
Q2 | $39K | Sell |
600
-400
| -40% | -$26K | 0.01% | 575 |
|
|
2018
Q1 | $72K | Buy |
+1,000
| New | +$72K | 0.02% | 458 |
|
|
2015
Q1 | $191K | Buy |
2,750
+100
| +4% | +$6.95K | 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% | +$27.2K | 0.06% | 272 |
|
|
2014
Q1 | $146K | Hold |
2,250
| – | – | 0.05% | 259 |
|
|
2013
Q4 | $147K | Buy |
2,250
+400
| +22% | +$26.1K | 0.06% | 253 |
|
|
2013
Q3 | $110K | Buy |
+1,850
| New | +$110K | 0.05% | 270 |
|