Summit Trail Advisors’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 | $2.31M | Buy |
+25,417
| New | +$2.31M | 0.04% | 234 |
|
|
2024
Q4 | – | Sell |
-8,629
| Closed | -$896K | – | 466 |
|
|
2024
Q3 | $896K | Buy |
8,629
+3,139
| +57% | +$326K | 0.02% | 282 |
|
|
2024
Q2 | $533K | Buy |
5,490
+141
| +3% | +$13.7K | 0.01% | 361 |
|
|
2024
Q1 | $482K | Buy |
5,349
+601
| +13% | +$54.1K | 0.01% | 346 |
|
|
2023
Q4 | $378K | Buy |
4,748
+488
| +11% | +$38.9K | 0.01% | 334 |
|
|
2023
Q3 | $303K | Sell |
4,260
-796
| -16% | -$56.6K | 0.01% | 373 |
|
|
2023
Q2 | $390K | Buy |
+5,056
| New | +$390K | 0.01% | 316 |
|
|
2023
Q1 | – | Sell |
-2,902
| Closed | -$229K | – | 401 |
|
|
2022
Q4 | $229K | Buy |
+2,902
| New | +$229K | 0.01% | 338 |
|
|
2018
Q2 | – | Sell |
-3,634
| Closed | -$232K | – | 518 |
|
|
2018
Q1 | $232K | Buy |
3,634
+703
| +24% | +$44.9K | 0.04% | 342 |
|
|
2017
Q4 | $224K | Buy |
+2,931
| New | +$224K | 0.03% | 389 |
|