Squire Investment Management Company’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 | $248K | Sell |
2,723
-17
| -0.6% | -$1.55K | 0.09% | 62 |
|
|
2025
Q1 | $257K | Buy |
2,740
+67
| +3% | +$6.28K | 0.11% | 60 |
|
|
2024
Q4 | $243K | Buy |
2,673
+3
| +0.1% | +$273 | 0.11% | 63 |
|
|
2024
Q3 | $277K | Sell |
2,670
-5,440
| -67% | -$565K | 0.13% | 55 |
|
|
2024
Q2 | $787K | Hold |
8,110
| – | – | 0.45% | 31 |
|
|
2024
Q1 | $730K | Hold |
8,110
| – | – | 0.46% | 32 |
|
|
2023
Q4 | $646K | Buy |
+8,110
| New | +$646K | 0.53% | 32 |
|