Sequoia Financial Advisors’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
Q1 | $5.52M | Buy |
64,773
+10,434
| +19% | +$930K | 0.03% | 303 |
|
|
2025
Q4 | $4.29M | Buy |
54,339
+21,018
| +63% | +$1.65M | 0.02% | 355 |
|
|
2025
Q3 | $2.66M | Buy |
33,321
+3,048
| +10% | +$260K | 0.02% | 449 |
|
|
2025
Q2 | $2.75M | Buy |
30,273
+4,738
| +19% | +$433K | 0.02% | 399 |
|
|
2025
Q1 | $2.39M | Buy |
25,535
+249
| +1% | +$22.3K | 0.02% | 392 |
|
|
2024
Q4 | $2.3M | Buy |
25,286
+4,894
| +24% | +$467K | 0.02% | 376 |
|
|
2024
Q3 | $2.12M | Buy |
20,392
+113
| +0.6% | +$11.5K | 0.02% | 365 |
|
|
2024
Q2 | $1.97M | Buy |
20,279
+767
| +4% | +$70.8K | 0.02% | 326 |
|
|
2024
Q1 | $1.76M | Sell |
19,512
-2,911
| -13% | -$247K | 0.02% | 354 |
|
|
2023
Q4 | $1.79M | Buy |
22,423
+7,398
| +49% | +$556K | 0.02% | 381 |
|
|
2023
Q3 | $1.07M | Sell |
15,025
-320
| -2% | -$23.9K | 0.02% | 321 |
|
|
2023
Q2 | $1.18M | Buy |
15,345
+373
| +2% | +$28.9K | 0.02% | 317 |
|
|
2023
Q1 | $1.13M | Sell |
14,972
-532
| -3% | -$39.6K | 0.03% | 293 |
|
|
2022
Q4 | $1.22M | Sell |
15,504
-3,411
| -18% | -$256K | 0.03% | 257 |
|
|
2022
Q3 | $1.33M | Sell |
18,915
-513
| -3% | -$40.2K | 0.04% | 188 |
|
|
2022
Q2 | $1.56M | Sell |
19,428
-769
| -4% | -$60.1K | 0.04% | 196 |
|
|
2022
Q1 | $1.53M | Buy |
20,197
+3,072
| +18% | +$243K | 0.04% | 212 |
|
|
2021
Q4 | $1.46M | Buy |
+17,125
| New | +$1.34M | 0.04% | 210 |
|
|
2021
Q3 | – | Sell |
-16,277
| Closed | -$1.32M | – | 294 |
|
|
2021
Q2 | $1.32M | Sell |
16,277
-879
| -5% | -$71.9K | 0.05% | 177 |
|
|
2021
Q1 | $1.35M | Sell |
17,156
-2,602
| -13% | -$204K | 0.06% | 166 |
|
|
2020
Q4 | $1.69M | Buy |
19,758
+534
| +3% | +$44.2K | 0.08% | 138 |
|
|
2020
Q3 | $1.48M | Buy |
19,224
+65
| +0.3% | +$4.96K | 0.08% | 132 |
|
|
2020
Q2 | $1.4M | Buy |
19,159
+225
| +1% | +$16K | 0.08% | 117 |
|
|
2020
Q1 | $1.26M | Buy |
18,934
+13,683
| +261% | +$965K | 0.09% | 106 |
|
|
2019
Q4 | $361K | Buy |
5,251
+50
| +1% | +$3.41K | 0.02% | 274 |
|
|
2019
Q3 | $382K | Buy |
5,201
+13
| +0.3% | +$943 | 0.03% | 234 |
|
|
2019
Q2 | $372K | Buy |
5,188
+127
| +3% | +$9.02K | 0.03% | 244 |
|
|
2019
Q1 | $347K | Buy |
+5,061
| New | +$327K | 0.03% | 248 |
|
|
2018
Q1 | – | Sell |
-2,908
| Closed | -$219K | – | 314 |
|
|
2017
Q4 | $219K | Buy |
+2,908
| New | +$212K | 0.02% | 272 |
|
Other funds holding CL
VCM
DAM
VPM
