PDS Planning’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 | $512K | Buy |
5,631
+2,402
| +74% | +$218K | 0.04% | 231 |
|
|
2025
Q1 | $303K | Buy |
3,229
+448
| +16% | +$42K | 0.03% | 324 |
|
|
2024
Q4 | $253K | Sell |
2,781
-121
| -4% | -$11K | 0.02% | 340 |
|
|
2024
Q3 | $301K | Buy |
2,902
+49
| +2% | +$5.09K | 0.03% | 294 |
|
|
2024
Q2 | $277K | Buy |
2,853
+37
| +1% | +$3.59K | 0.03% | 278 |
|
|
2024
Q1 | $254K | Buy |
2,816
+42
| +2% | +$3.78K | 0.03% | 299 |
|
|
2023
Q4 | $221K | Sell |
2,774
-82
| -3% | -$6.54K | 0.03% | 308 |
|
|
2023
Q3 | $203K | Buy |
2,856
+30
| +1% | +$2.13K | 0.03% | 303 |
|
|
2023
Q2 | $218K | Buy |
+2,826
| New | +$218K | 0.03% | 275 |
|
|
2020
Q3 | – | Sell |
-2,770
| Closed | -$203K | – | 142 |
|
|
2020
Q2 | $203K | Buy |
+2,770
| New | +$203K | 0.09% | 118 |
|