Smith Salley Wealth Management’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
$1.43M Buy
15,753
+654
+4% +$59.4K 0.08% 130
2025
Q1
$1.41M Buy
15,099
+597
+4% +$55.9K 0.09% 120
2024
Q4
$1.32M Sell
14,502
-290
-2% -$26.4K 0.08% 126
2024
Q3
$1.54M Buy
+14,792
New +$1.54M 0.1% 116
2024
Q1
Sell
-8,741
Closed -$697K 227
2023
Q4
$697K Hold
8,741
0.05% 161
2023
Q3
$622K Sell
8,741
-186
-2% -$13.2K 0.05% 159
2023
Q2
$688K Sell
8,927
-1,136
-11% -$87.5K 0.05% 146
2023
Q1
$756K Sell
10,063
-475
-5% -$35.7K 0.06% 143
2022
Q4
$830K Buy
10,538
+345
+3% +$27.2K 0.07% 137
2022
Q3
$716K Hold
10,193
0.07% 138
2022
Q2
$817K Buy
10,193
+210
+2% +$16.8K 0.07% 139
2022
Q1
$757K Hold
9,983
0.06% 156
2021
Q4
$852K Sell
9,983
-61
-0.6% -$5.21K 0.06% 157
2021
Q3
$760K Sell
10,044
-1,877
-16% -$142K 0.06% 160
2021
Q2
$970K Sell
11,921
-550
-4% -$44.8K 0.08% 144
2021
Q1
$983K Sell
12,471
-2,945
-19% -$232K 0.09% 126
2020
Q4
$1.32M Buy
15,416
+2,914
+23% +$249K 0.13% 104
2020
Q3
$964K Sell
12,502
-2,065
-14% -$159K 0.12% 103
2020
Q2
$1.07M Sell
14,567
-3,102
-18% -$227K 0.14% 97
2020
Q1
$1.17M Sell
17,669
-2,860
-14% -$190K 0.2% 87
2019
Q4
$1.41M Buy
20,529
+155
+0.8% +$10.7K 0.19% 90
2019
Q3
$1.5M Buy
20,374
+259
+1% +$19K 0.21% 85
2019
Q2
$1.44M Buy
20,115
+93
+0.5% +$6.67K 0.22% 85
2019
Q1
$1.37M Buy
20,022
+63
+0.3% +$4.32K 0.22% 82
2018
Q4
$1.19M Sell
19,959
-873
-4% -$52K 0.22% 85
2018
Q3
$1.39M Buy
20,832
+74
+0.4% +$4.95K 0.22% 88
2018
Q2
$1.35M Buy
20,758
+51
+0.2% +$3.31K 0.23% 85
2018
Q1
$1.48M Sell
20,707
-346
-2% -$24.8K 0.27% 81
2017
Q4
$1.59M Sell
21,053
-346
-2% -$26.1K 0.28% 81
2017
Q3
$1.56M Sell
21,399
-274
-1% -$20K 0.3% 86
2017
Q2
$1.61M Sell
21,673
-190
-0.9% -$14.1K 0.32% 87
2017
Q1
$1.6M Sell
21,863
-471
-2% -$34.5K 0.33% 86
2016
Q4
$1.46M Sell
22,334
-1,207
-5% -$79K 0.3% 85
2016
Q3
$1.75M Sell
23,541
-158
-0.7% -$11.7K 0.39% 82
2016
Q2
$1.74M Sell
23,699
-568
-2% -$41.6K 0.4% 77
2016
Q1
$1.72M Sell
24,267
-756
-3% -$53.4K 0.43% 68
2015
Q4
$1.67M Sell
25,023
-11
-0% -$732 0.42% 75
2015
Q3
$1.59M Buy
25,034
+1,234
+5% +$78.3K 0.43% 73
2015
Q2
$1.56M Sell
23,800
-826
-3% -$54K 0.4% 76
2015
Q1
$1.71M Sell
24,626
-2,428
-9% -$168K 0.44% 72
2014
Q4
$1.87M Sell
27,054
-1,202
-4% -$83.2K 0.49% 65
2014
Q3
$1.84M Buy
28,256
+2,199
+8% +$143K 0.49% 68
2014
Q2
$1.78M Buy
+26,057
New +$1.78M 0.47% 73