Strategic Financial Services’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
$246K Hold
2,710
0.01% 127
2025
Q1
$254K Hold
2,710
0.01% 118
2024
Q4
$246K Hold
2,710
0.01% 120
2024
Q3
$281K Hold
2,710
0.02% 118
2024
Q2
$263K Hold
2,710
0.02% 116
2024
Q1
$244K Hold
2,710
0.02% 114
2023
Q4
$216K Buy
+2,710
New +$216K 0.02% 124
2023
Q3
Sell
-3,152
Closed -$241K 122
2023
Q2
$241K Hold
3,152
0.02% 115
2023
Q1
$237K Hold
3,152
0.02% 113
2022
Q4
$248K Hold
3,152
0.02% 115
2022
Q3
$221K Sell
3,152
-650
-17% -$45.6K 0.02% 123
2022
Q2
$305K Buy
3,802
+242
+7% +$19.4K 0.03% 109
2022
Q1
$270K Buy
3,560
+100
+3% +$7.58K 0.02% 117
2021
Q4
$295K Sell
3,460
-335
-9% -$28.6K 0.02% 115
2021
Q3
$287K Sell
3,795
-296
-7% -$22.4K 0.02% 111
2021
Q2
$333K Sell
4,091
-229
-5% -$18.6K 0.03% 112
2021
Q1
$341K Sell
4,320
-260
-6% -$20.5K 0.03% 110
2020
Q4
$392K Hold
4,580
0.04% 103
2020
Q3
$353K Buy
4,580
+200
+5% +$15.4K 0.04% 100
2020
Q2
$321K Hold
4,380
0.04% 107
2020
Q1
$291K Sell
4,380
-225
-5% -$14.9K 0.04% 105
2019
Q4
$317K Sell
4,605
-360
-7% -$24.8K 0.04% 119
2019
Q3
$365K Hold
4,965
0.05% 117
2019
Q2
$356K Hold
4,965
0.05% 113
2019
Q1
$340K Sell
4,965
-41,778
-89% -$2.86M 0.05% 111
2018
Q4
$2.78M Sell
46,743
-728
-2% -$43.3K 0.44% 60
2018
Q3
$3.18M Sell
47,471
-1,695
-3% -$113K 0.47% 61
2018
Q2
$3.19M Buy
49,166
+1,168
+2% +$75.7K 0.49% 60
2018
Q1
$3.44M Sell
47,998
-462
-1% -$33.1K 0.56% 56
2017
Q4
$3.66M Sell
48,460
-535
-1% -$40.4K 0.58% 57
2017
Q3
$3.57M Sell
48,995
-150
-0.3% -$10.9K 0.59% 58
2017
Q2
$3.64M Buy
49,145
+285
+0.6% +$21.1K 0.64% 50
2017
Q1
$3.58M Buy
48,860
+5
+0% +$366 0.65% 52
2016
Q4
$3.2M Sell
48,855
-90
-0.2% -$5.89K 0.61% 56
2016
Q3
$3.63M Sell
48,945
-8,300
-14% -$615K 0.72% 40
2016
Q2
$4.26M Sell
57,245
-1,475
-3% -$110K 0.85% 26
2016
Q1
$4.15M Buy
58,720
+3,315
+6% +$234K 0.96% 21
2015
Q4
$3.69M Buy
55,405
+840
+2% +$56K 0.97% 32
2015
Q3
$3.46M Sell
54,565
-41,992
-43% -$2.67M 0.96% 31
2015
Q2
$6.32M Sell
96,557
-1,765
-2% -$115K 1.77% 7
2015
Q1
$6.82M Sell
98,322
-955
-1% -$66.2K 1.76% 9
2014
Q4
$6.87M Sell
99,277
-265
-0.3% -$18.3K 1.87% 6
2014
Q3
$6.49M Buy
99,542
+820
+0.8% +$53.5K 1.81% 8
2014
Q2
$6.73M Buy
98,722
+525
+0.5% +$35.8K 1.86% 8
2014
Q1
$6.37M Buy
98,197
+3,524
+4% +$229K 1.87% 8
2013
Q4
$6.17M Sell
94,673
-2,702
-3% -$176K 1.96% 8
2013
Q3
$5.77M Sell
97,375
-3,504
-3% -$208K 1.94% 8
2013
Q2
$5.78M Buy
+100,879
New +$5.78M 2.04% 7