Summit Financial’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 | $1.39M | Buy |
15,341
+942
| +7% | +$85.6K | 0.03% | 354 |
|
|
2025
Q1 | $1.35M | Buy |
14,399
+265
| +2% | +$24.8K | 0.04% | 319 |
|
|
2024
Q4 | $1.28M | Buy |
14,134
+807
| +6% | +$73.4K | 0.05% | 272 |
|
|
2024
Q3 | $1.38M | Buy |
13,327
+3,302
| +33% | +$343K | 0.05% | 215 |
|
|
2024
Q2 | $973K | Buy |
10,025
+3,000
| +43% | +$291K | 0.04% | 230 |
|
|
2024
Q1 | $633K | Sell |
7,025
-276
| -4% | -$24.9K | 0.04% | 227 |
|
|
2023
Q4 | $582K | Buy |
7,301
+78
| +1% | +$6.22K | 0.04% | 227 |
|
|
2023
Q3 | $514K | Sell |
7,223
-36
| -0.5% | -$2.56K | 0.04% | 234 |
|
|
2023
Q2 | $559K | Buy |
+7,259
| New | +$559K | 0.04% | 213 |
|