Secured Retirement 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 | $1.94M | Buy |
21,318
+912
| +4% | +$82.9K | 1.15% | 23 |
|
2025
Q1 | $1.91M | Buy |
20,406
+17,334
| +564% | +$1.62M | 1.23% | 18 |
|
2024
Q4 | $279K | Hold |
3,072
| – | – | 0.16% | 122 |
|
2024
Q3 | $319K | Buy |
3,072
+57
| +2% | +$5.92K | 0.23% | 91 |
|
2024
Q2 | $293K | Hold |
3,015
| – | – | 0.23% | 92 |
|
2024
Q1 | $272K | Hold |
3,015
| – | – | 0.23% | 94 |
|
2023
Q4 | $240K | Buy |
+3,015
| New | +$240K | 0.23% | 95 |
|