Patriot Financial Group Insurance Agency’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $200K | Sell |
2,225
-2,179
| -49% | -$191K | 0.02% | 477 |
|
|
2026
Q1 | $375K | Buy |
+4,404
| New | +$393K | 0.02% | 508 |
|
|
2025
Q3 | – | Sell |
-2,292
| Closed | -$208K | – | 501 |
|
|
2025
Q2 | $208K | Sell |
2,292
-621
| -21% | -$56.7K | 0.02% | 484 |
|
|
2025
Q1 | $273K | Buy |
2,913
+22
| +0.8% | +$1.97K | 0.04% | 396 |
|
|
2024
Q4 | $263K | Sell |
2,891
-97
| -3% | -$9.26K | 0.04% | 395 |
|
|
2024
Q3 | $310K | Buy |
2,988
+19
| +0.6% | +$1.94K | 0.04% | 377 |
|
|
2024
Q2 | $288K | Sell |
2,969
-92
| -3% | -$8.49K | 0.04% | 383 |
|
|
2024
Q1 | $276K | Buy |
3,061
+8
| +0.3% | +$678 | 0.04% | 388 |
|
|
2023
Q4 | $243K | Buy |
3,053
+19
| +0.6% | +$1.43K | 0.05% | 381 |
|
|
2023
Q3 | $216K | Buy |
3,034
+329
| +12% | +$24.6K | 0.04% | 405 |
|
|
2023
Q2 | $208K | Buy |
+2,705
| New | +$209K | 0.04% | 422 |
|
|
2022
Q3 | – | Sell |
-1,772
| Closed | -$142K | – | 668 |
|
|
2022
Q2 | $142K | Sell |
1,772
-130
| -7% | -$10.2K | 0.03% | 459 |
|
|
2022
Q1 | $144K | Buy |
1,902
+481
| +34% | +$38.1K | 0.03% | 480 |
|
|
2021
Q4 | $121K | Sell |
1,421
-196
| -12% | -$15.3K | 0.02% | 587 |
|
|
2021
Q3 | $122K | Buy |
1,617
+95
| +6% | +$7.54K | 0.02% | 583 |
|
|
2021
Q2 | $124K | Buy |
1,522
+445
| +41% | +$36.4K | 0.02% | 560 |
|
|
2021
Q1 | $85K | Sell |
1,077
-180
| -14% | -$14.1K | 0.02% | 603 |
|
|
2020
Q4 | $107K | Buy |
1,257
+190
| +18% | +$15.7K | 0.03% | 483 |
|
|
2020
Q3 | $82K | Buy |
1,067
+195
| +22% | +$14.9K | 0.03% | 434 |
|
|
2020
Q2 | $64K | Sell |
872
-19
| -2% | -$1.35K | 0.02% | 454 |
|
|
2020
Q1 | $59K | Buy |
891
+667
| +298% | +$47K | 0.03% | 420 |
|
|
2019
Q4 | $15K | Sell |
224
-1
| -0.4% | -$68 | 0.01% | 742 |
|
|
2019
Q3 | $17K | Sell |
225
-705
| -76% | -$51.1K | 0.01% | 685 |
|
|
2019
Q2 | $68K | Sell |
930
-38
| -4% | -$2.7K | 0.03% | 388 |
|
|
2019
Q1 | $66K | Buy |
968
+67
| +7% | +$4.33K | 0.03% | 344 |
|
|
2018
Q4 | $54K | Buy |
901
+691
| +329% | +$43.2K | 0.04% | 308 |
|
|
2018
Q3 | $14K | Buy |
210
+2
| +1% | +$133 | 0.01% | 552 |
|
|
2018
Q2 | $13K | Sell |
208
-69
| -25% | -$4.51K | 0.01% | 358 |
|
|
2018
Q1 | $19K | Buy |
277
+1
| +0.4% | +$72 | 0.01% | 476 |
|
|
2017
Q4 | $21K | Buy |
276
+2
| +0.7% | +$146 | 0.02% | 439 |
|
|
2017
Q3 | $20K | Buy |
274
+1
| +0.4% | +$72 | 0.02% | 403 |
|
|
2017
Q2 | $20K | Buy |
273
+70
| +34% | +$5.2K | 0.02% | 381 |
|
|
2017
Q1 | $15K | Buy |
203
+1
| +0.5% | +$70 | 0.02% | 417 |
|
|
2016
Q4 | $14K | Buy |
+202
| New | +$13.8K | 0.02% | 410 |
|
Other funds holding CL
SP
PAM
CIM
ECSS
Patriot Financial Group Insurance Agency's CL Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Colgate-Palmolive (CL) stake by 49% in Q2 2026, selling an estimated $191K and leaving 2,225 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #477.
Patriot Financial Group Insurance Agency first reported a position in CL in Q4 2016 and has held it in 34 quarters since. The position peaked at $375K in Q1 2026. 895 funds tracked by Wall St. Rank hold CL as of Q2 2026.
- Patriot Financial Group Insurance Agency held 2,225 shares of Colgate-Palmolive worth $200K as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 2,179 Colgate-Palmolive shares in Q2 2026, an estimated $191K.
- Colgate-Palmolive made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #477 holding.
- Patriot Financial Group Insurance Agency first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 34 quarters since.
- Patriot Financial Group Insurance Agency's Colgate-Palmolive position peaked at $375K in Q1 2026.
- 895 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.