Simon Quick Advisors’s Colgate-Palmolive CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
11,922
+805
+7% +$73.2K 0.04% 237
2025
Q1
$1.04M Buy
11,117
+4,045
+57% +$379K 0.06% 167
2024
Q4
$643K Sell
7,072
-1,044
-13% -$94.9K 0.04% 210
2024
Q3
$843K Buy
8,116
+2,181
+37% +$226K 0.05% 178
2024
Q2
$576K Buy
5,935
+262
+5% +$25.4K 0.04% 198
2024
Q1
$511K Buy
5,673
+273
+5% +$24.6K 0.04% 200
2023
Q4
$430K Buy
5,400
+1,328
+33% +$106K 0.04% 191
2023
Q3
$290K Sell
4,072
-408
-9% -$29K 0.03% 243
2023
Q2
$345K Buy
4,480
+491
+12% +$37.8K 0.03% 194
2023
Q1
$300K Buy
3,989
+499
+14% +$37.5K 0.03% 212
2022
Q4
$275K Buy
3,490
+404
+13% +$31.8K 0.03% 189
2022
Q3
$217K Buy
3,086
+18
+0.6% +$1.27K 0.03% 180
2022
Q2
$247K Buy
+3,068
New +$247K 0.03% 152
2020
Q2
Sell
-41
Closed -$3K 453
2020
Q1
$3K Buy
+41
New +$3K ﹤0.01% 381
2019
Q3
Sell
-72
Closed -$5.16K 392
2019
Q2
$5.16K Buy
+72
New +$5.16K ﹤0.01% 278
2018
Q2
Sell
-144
Closed -$10K 348
2018
Q1
$10K Buy
144
+35
+32% +$2.43K ﹤0.01% 239
2017
Q4
$8K Buy
+109
New +$8K ﹤0.01% 343
2017
Q2
Sell
-2,368
Closed -$173K 305
2017
Q1
$173K Hold
2,368
0.1% 94
2016
Q4
$155K Buy
+2,368
New +$155K 0.12% 98