Plante Moran Financial 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 | $109K | Buy |
1,197
+13
| +1% | +$1.18K | 0.01% | 226 |
|
|
2025
Q1 | $111K | Hold |
1,184
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $108K | Hold |
1,184
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $123K | Hold |
1,184
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $115K | Hold |
1,184
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $107K | Buy |
1,184
+178
| +18% | +$16K | 0.01% | 240 |
|
|
2023
Q4 | $80.2K | Buy |
1,006
+22
| +2% | +$1.75K | 0.01% | 268 |
|
|
2023
Q3 | $70K | Hold |
984
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $75.8K | Sell |
984
-230
| -19% | -$17.7K | 0.01% | 256 |
|
|
2023
Q1 | $91.2K | Buy |
1,214
+2
| +0.2% | +$150 | 0.01% | 238 |
|
|
2022
Q4 | $95.5K | Buy |
1,212
+2
| +0.2% | +$158 | 0.01% | 234 |
|
|
2022
Q3 | $85K | Sell |
1,210
-14
| -1% | -$983 | 0.01% | 235 |
|
|
2022
Q2 | $98K | Buy |
1,224
+18
| +1% | +$1.44K | 0.02% | 213 |
|
|
2022
Q1 | $91K | Sell |
1,206
-190
| -14% | -$14.3K | 0.02% | 238 |
|
|
2021
Q4 | $119K | Buy |
1,396
+174
| +14% | +$14.8K | 0.02% | 227 |
|
|
2021
Q3 | $92K | Sell |
1,222
-55
| -4% | -$4.14K | 0.02% | 289 |
|
|
2021
Q2 | $104K | Buy |
1,277
+59
| +5% | +$4.81K | 0.03% | 242 |
|
|
2021
Q1 | $96K | Sell |
1,218
-11
| -0.9% | -$867 | 0.03% | 248 |
|
|
2020
Q4 | $105K | Buy |
1,229
+34
| +3% | +$2.91K | 0.03% | 244 |
|
|
2020
Q3 | $92K | Sell |
1,195
-98
| -8% | -$7.55K | 0.03% | 246 |
|
|
2020
Q2 | $95K | Buy |
1,293
+306
| +31% | +$22.5K | 0.04% | 215 |
|
|
2020
Q1 | $65K | Sell |
987
-1,900
| -66% | -$125K | 0.03% | 231 |
|
|
2019
Q4 | $199K | Hold |
2,887
| – | – | 0.07% | 149 |
|
|
2019
Q3 | $212K | Hold |
2,887
| – | – | 0.06% | 152 |
|
|
2019
Q2 | $207K | Hold |
2,887
| – | – | 0.06% | 145 |
|
|
2019
Q1 | $198K | Hold |
2,887
| – | – | 0.06% | 150 |
|
|
2018
Q4 | $172K | Sell |
2,887
-84
| -3% | -$5.01K | 0.06% | 146 |
|
|
2018
Q3 | $199K | Sell |
2,971
-660
| -18% | -$44.2K | 0.06% | 149 |
|
|
2018
Q2 | $235K | Sell |
3,631
-610
| -14% | -$39.5K | 0.12% | 136 |
|
|
2018
Q1 | $304K | Buy |
4,241
+540
| +15% | +$38.7K | 0.17% | 110 |
|
|
2017
Q4 | $279K | Sell |
3,701
-1,861
| -33% | -$140K | 0.15% | 108 |
|
|
2017
Q3 | $405K | Buy |
5,562
+546
| +11% | +$39.8K | 0.24% | 79 |
|
|
2017
Q2 | $372K | Sell |
5,016
-30
| -0.6% | -$2.23K | 0.23% | 81 |
|
|
2017
Q1 | $369K | Sell |
5,046
-914
| -15% | -$66.8K | 0.22% | 87 |
|
|
2016
Q4 | $390K | Sell |
5,960
-507
| -8% | -$33.2K | 0.24% | 80 |
|
|
2016
Q3 | $479K | Buy |
6,467
+266
| +4% | +$19.7K | 0.32% | 66 |
|
|
2016
Q2 | $454K | Hold |
6,201
| – | – | 0.33% | 65 |
|
|
2016
Q1 | $438K | Sell |
6,201
-245
| -4% | -$17.3K | 0.34% | 63 |
|
|
2015
Q4 | $429K | Sell |
6,446
-236
| -4% | -$15.7K | 0.32% | 64 |
|
|
2015
Q3 | $424K | Buy |
6,682
+221
| +3% | +$14K | 0.33% | 64 |
|
|
2015
Q2 | $423K | Buy |
6,461
+3,236
| +100% | +$212K | 0.3% | 67 |
|
|
2015
Q1 | $224K | Sell |
3,225
-100
| -3% | -$6.95K | 0.16% | 103 |
|
|
2014
Q4 | $230K | Buy |
3,325
+100
| +3% | +$6.92K | 0.17% | 95 |
|
|
2014
Q3 | $210K | Sell |
3,225
-1,025
| -24% | -$66.7K | 0.18% | 91 |
|
|
2014
Q2 | $290K | Buy |
4,250
+496
| +13% | +$33.8K | 0.26% | 68 |
|
|
2014
Q1 | $244K | Sell |
3,754
-573
| -13% | -$37.2K | 0.27% | 62 |
|
|
2013
Q4 | $282K | Buy |
4,327
+558
| +15% | +$36.4K | 0.16% | 71 |
|
|
2013
Q3 | $224K | Buy |
3,769
+129
| +4% | +$7.67K | 0.14% | 67 |
|
|
2013
Q2 | $209K | Buy |
+3,640
| New | +$209K | 0.15% | 62 |
|