Spire 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 | $350K | Sell |
3,855
-1,152
| -23% | -$105K | 0.01% | 600 |
|
|
2025
Q1 | $469K | Sell |
5,007
-2,168
| -30% | -$203K | 0.02% | 574 |
|
|
2024
Q4 | $652K | Sell |
7,175
-14,472
| -67% | -$1.32M | 0.02% | 495 |
|
|
2024
Q3 | $2.25M | Buy |
21,647
+16,537
| +324% | +$1.72M | 0.08% | 210 |
|
|
2024
Q2 | $496K | Sell |
5,110
-64,437
| -93% | -$6.25M | 0.02% | 489 |
|
|
2024
Q1 | $6.26M | Sell |
69,547
-1,205
| -2% | -$109K | 0.11% | 128 |
|
|
2023
Q4 | $5.69M | Buy |
70,752
+9,639
| +16% | +$775K | 0.19% | 117 |
|
|
2023
Q3 | $4.35M | Buy |
61,113
+54,578
| +835% | +$3.88M | 0.17% | 130 |
|
|
2023
Q2 | $503K | Sell |
6,535
-418
| -6% | -$32.2K | 0.02% | 485 |
|
|
2023
Q1 | $523K | Buy |
6,953
+1,660
| +31% | +$125K | 0.02% | 480 |
|
|
2022
Q4 | $417K | Buy |
5,293
+346
| +7% | +$27.3K | 0.02% | 389 |
|
|
2022
Q3 | $348K | Sell |
4,947
-1,664
| -25% | -$117K | 0.02% | 403 |
|
|
2022
Q2 | $530K | Sell |
6,611
-472
| -7% | -$37.8K | 0.02% | 450 |
|
|
2022
Q1 | $537K | Sell |
7,083
-11,035
| -61% | -$837K | 0.01% | 555 |
|
|
2021
Q4 | $1.55M | Buy |
18,118
+9,321
| +106% | +$795K | 0.03% | 351 |
|
|
2021
Q3 | $665K | Buy |
8,797
+1,030
| +13% | +$77.9K | 0.02% | 515 |
|
|
2021
Q2 | $632K | Sell |
7,767
-8,895
| -53% | -$724K | 0.02% | 544 |
|
|
2021
Q1 | $1.31M | Buy |
+16,662
| New | +$1.31M | 0.03% | 371 |
|