Summit Securities Group’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 | $49.5K | Sell |
545
-902
| -62% | -$82K | 0.01% | 402 |
|
|
2025
Q1 | $136K | Buy |
+1,447
| New | +$136K | 0.02% | 110 |
|
|
2023
Q3 | – | Sell |
-1,085
| Closed | -$84K | – | 469 |
|
|
2023
Q2 | $84K | Sell |
1,085
-554
| -34% | -$42.9K | 0.01% | 208 |
|
|
2023
Q1 | $123K | Sell |
1,639
-3,608
| -69% | -$271K | 0.01% | 159 |
|
|
2022
Q4 | $413K | Sell |
5,247
-341
| -6% | -$26.8K | 0.02% | 127 |
|
|
2022
Q3 | $393K | Buy |
5,588
+3,038
| +119% | +$214K | 0.03% | 170 |
|
|
2022
Q2 | $204K | Buy |
2,550
+1,405
| +123% | +$112K | 0.03% | 174 |
|
|
2022
Q1 | $87K | Buy |
+1,145
| New | +$87K | 0.01% | 347 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 395 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 179 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 160 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 140 |
|
|
2016
Q1 | – | Sell |
-5,672
| Closed | -$378K | – | 173 |
|
|
2015
Q4 | $378K | Buy |
5,672
+5,072
| +845% | +$338K | 0.12% | 120 |
|
|
2015
Q3 | $38K | Buy |
+600
| New | +$38K | 0.03% | 155 |
|
|
2015
Q1 | – | Sell |
-2,700
| Closed | -$187K | – | 358 |
|
|
2014
Q4 | $187K | Sell |
2,700
-300
| -10% | -$20.8K | 0.05% | 193 |
|
|
2014
Q3 | $196K | Buy |
3,000
+2,000
| +200% | +$131K | 0.06% | 206 |
|
|
2014
Q2 | $68K | Buy |
+1,000
| New | +$68K | 0.02% | 264 |
|
|
2014
Q1 | – | Sell |
-66,600
| Closed | -$4.34M | – | 355 |
|
|
2013
Q4 | $4.34M | Sell |
66,600
-22,200
| -25% | -$1.45M | 0.76% | 26 |
|
|
2013
Q3 | $5.27M | Buy |
88,800
+56,800
| +178% | +$3.37M | 1.79% | 12 |
|
|
2013
Q2 | $1.83M | Buy |
+32,000
| New | +$1.83M | 0.88% | 25 |
|