ProVise Management Group’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 | $1.23M | Buy |
13,585
+27
| +0.2% | +$2.45K | 0.1% | 123 |
|
|
2025
Q1 | $1.27M | Sell |
13,558
-7,690
| -36% | -$721K | 0.11% | 122 |
|
|
2024
Q4 | $1.93M | Sell |
21,248
-1,719
| -7% | -$156K | 0.17% | 104 |
|
|
2024
Q3 | $2.38M | Sell |
22,967
-3,253
| -12% | -$338K | 0.19% | 108 |
|
|
2024
Q2 | $2.54M | Sell |
26,220
-3,000
| -10% | -$291K | 0.22% | 104 |
|
|
2024
Q1 | $2.63M | Sell |
29,220
-20,276
| -41% | -$1.83M | 0.23% | 104 |
|
|
2023
Q4 | $3.95M | Sell |
49,496
-1,492
| -3% | -$119K | 0.33% | 86 |
|
|
2023
Q3 | $3.63M | Sell |
50,988
-6,513
| -11% | -$463K | 0.34% | 86 |
|
|
2023
Q2 | $4.43M | Buy |
57,501
+2,729
| +5% | +$210K | 0.4% | 73 |
|
|
2023
Q1 | $4.12M | Buy |
54,772
+14,817
| +37% | +$1.11M | 0.39% | 76 |
|
|
2022
Q4 | $3.15M | Sell |
39,955
-2,111
| -5% | -$166K | 0.32% | 87 |
|
|
2022
Q3 | $2.96M | Sell |
42,066
-370
| -0.9% | -$26K | 0.33% | 88 |
|
|
2022
Q2 | $3.4M | Sell |
42,436
-9,025
| -18% | -$723K | 0.36% | 84 |
|
|
2022
Q1 | $3.9M | Sell |
51,461
-30
| -0.1% | -$2.28K | 0.37% | 75 |
|
|
2021
Q4 | $4.39M | Hold |
51,491
| – | – | 0.4% | 73 |
|
|
2021
Q3 | $3.89M | Buy |
51,491
+42,863
| +497% | +$3.24M | 0.39% | 76 |
|
|
2021
Q2 | $702K | Sell |
8,628
-850
| -9% | -$69.2K | 0.07% | 205 |
|
|
2021
Q1 | $747K | Sell |
9,478
-2,143
| -18% | -$169K | 0.08% | 188 |
|
|
2020
Q4 | $994K | Hold |
11,621
| – | – | 0.11% | 149 |
|
|
2020
Q3 | $897K | Sell |
11,621
-100
| -0.9% | -$7.72K | 0.12% | 146 |
|
|
2020
Q2 | $859K | Sell |
11,721
-52
| -0.4% | -$3.81K | 0.12% | 143 |
|
|
2020
Q1 | $781K | Sell |
11,773
-765
| -6% | -$50.7K | 0.13% | 146 |
|
|
2019
Q4 | $863K | Buy |
12,538
+161
| +1% | +$11.1K | 0.11% | 153 |
|
|
2019
Q3 | $910K | Sell |
12,377
-250
| -2% | -$18.4K | 0.12% | 151 |
|
|
2019
Q2 | $905K | Sell |
12,627
-400
| -3% | -$28.7K | 0.12% | 152 |
|
|
2019
Q1 | $893K | Sell |
13,027
-650
| -5% | -$44.6K | 0.13% | 150 |
|
|
2018
Q4 | $817K | Sell |
13,677
-219
| -2% | -$13.1K | 0.13% | 154 |
|
|
2018
Q3 | $930K | Sell |
13,896
-57
| -0.4% | -$3.82K | 0.12% | 155 |
|
|
2018
Q2 | $904 | Sell |
13,953
-914
| -6% | -$59 | 0.07% | 171 |
|
|
2018
Q1 | $1.07M | Sell |
14,867
-662
| -4% | -$47.5K | 0.16% | 142 |
|
|
2017
Q4 | $1.17M | Sell |
15,529
-4,475
| -22% | -$338K | 0.17% | 131 |
|
|
2017
Q3 | $1.46M | Buy |
20,004
+200
| +1% | +$14.6K | 0.21% | 116 |
|
|
2017
Q2 | $1.47M | Sell |
19,804
-1,541
| -7% | -$114K | 0.22% | 114 |
|
|
2017
Q1 | $1.56M | Sell |
21,345
-208
| -1% | -$15.2K | 0.25% | 110 |
|
|
2016
Q4 | $1.41M | Hold |
21,553
| – | – | 0.24% | 120 |
|
|
2016
Q3 | $1.6M | Sell |
21,553
-300
| -1% | -$22.2K | 0.28% | 104 |
|
|
2016
Q2 | $1.6M | Sell |
21,853
-81
| -0.4% | -$5.93K | 0.29% | 100 |
|
|
2016
Q1 | $1.55M | Hold |
21,934
| – | – | 0.32% | 93 |
|
|
2015
Q4 | $1.46M | Sell |
21,934
-300
| -1% | -$20K | 0.31% | 97 |
|
|
2015
Q3 | $1.41M | Hold |
22,234
| – | – | 0.33% | 96 |
|
|
2015
Q2 | $1.45M | Sell |
22,234
-800
| -3% | -$52.3K | 0.31% | 95 |
|
|
2015
Q1 | $1.6M | Sell |
23,034
-1,000
| -4% | -$69.3K | 0.34% | 92 |
|
|
2014
Q4 | $1.66M | Sell |
24,034
-2,499
| -9% | -$173K | 0.36% | 87 |
|
|
2014
Q3 | $1.73M | Sell |
26,533
-1,863
| -7% | -$121K | 0.38% | 83 |
|
|
2014
Q2 | $1.94M | Buy |
28,396
+100
| +0.4% | +$6.82K | 0.42% | 73 |
|
|
2014
Q1 | $1.84M | Buy |
28,296
+160
| +0.6% | +$10.4K | 0.44% | 66 |
|
|
2013
Q4 | $1.84M | Sell |
28,136
-1,000
| -3% | -$65.2K | 0.47% | 66 |
|
|
2013
Q3 | $1.73M | Hold |
29,136
| – | – | 0.49% | 59 |
|
|
2013
Q2 | $1.67M | Buy |
+29,136
| New | +$1.67M | 0.49% | 52 |
|