Sequoia 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
$2.75M Buy
30,273
+4,738
+19% +$431K 0.02% 397
2025
Q1
$2.39M Buy
25,535
+249
+1% +$23.3K 0.02% 390
2024
Q4
$2.3M Buy
25,286
+4,894
+24% +$445K 0.02% 374
2024
Q3
$2.12M Buy
20,392
+113
+0.6% +$11.7K 0.02% 365
2024
Q2
$1.97M Buy
20,279
+767
+4% +$74.4K 0.02% 324
2024
Q1
$1.76M Sell
19,512
-2,911
-13% -$262K 0.02% 352
2023
Q4
$1.79M Buy
22,423
+7,398
+49% +$590K 0.02% 381
2023
Q3
$1.07M Sell
15,025
-320
-2% -$22.8K 0.02% 321
2023
Q2
$1.18M Buy
15,345
+373
+2% +$28.7K 0.02% 317
2023
Q1
$1.13M Sell
14,972
-532
-3% -$40K 0.03% 293
2022
Q4
$1.22M Sell
15,504
-3,411
-18% -$269K 0.03% 257
2022
Q3
$1.33M Sell
18,915
-513
-3% -$36K 0.04% 188
2022
Q2
$1.56M Sell
19,428
-769
-4% -$61.6K 0.04% 196
2022
Q1
$1.53M Buy
20,197
+3,072
+18% +$233K 0.04% 212
2021
Q4
$1.46M Buy
+17,125
New +$1.46M 0.04% 210
2021
Q3
Sell
-16,277
Closed -$1.32M 294
2021
Q2
$1.32M Sell
16,277
-879
-5% -$71.5K 0.05% 177
2021
Q1
$1.35M Sell
17,156
-2,602
-13% -$205K 0.06% 166
2020
Q4
$1.69M Buy
19,758
+534
+3% +$45.6K 0.08% 138
2020
Q3
$1.48M Buy
19,224
+65
+0.3% +$5.01K 0.08% 132
2020
Q2
$1.4M Buy
19,159
+225
+1% +$16.5K 0.08% 117
2020
Q1
$1.26M Buy
18,934
+13,683
+261% +$908K 0.09% 106
2019
Q4
$361K Buy
5,251
+50
+1% +$3.44K 0.02% 274
2019
Q3
$382K Buy
5,201
+13
+0.3% +$955 0.03% 234
2019
Q2
$372K Buy
5,188
+127
+3% +$9.11K 0.03% 244
2019
Q1
$347K Buy
+5,061
New +$347K 0.03% 248
2018
Q1
Sell
-2,908
Closed -$219K 314
2017
Q4
$219K Buy
+2,908
New +$219K 0.02% 272