Transamerica Financial 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 | $810K | Sell |
8,911
-268
| -3% | -$24.4K | 0.08% | 173 |
|
|
2025
Q1 | $860K | Buy |
9,179
+939
| +11% | +$88K | 0.09% | 172 |
|
|
2024
Q4 | $750K | Buy |
8,240
+1,905
| +30% | +$173K | 0.07% | 171 |
|
|
2024
Q3 | $658K | Sell |
6,335
-3,994
| -39% | -$415K | 0.06% | 185 |
|
|
2024
Q2 | $1M | Hold |
10,329
| – | – | 0.11% | 133 |
|
|
2024
Q1 | $931K | Sell |
10,329
-505
| -5% | -$45.5K | 0.09% | 159 |
|
|
2023
Q4 | $864K | Sell |
10,834
-6,266
| -37% | -$500K | 0.12% | 126 |
|
|
2023
Q3 | $1.22M | Sell |
17,100
-1,074
| -6% | -$76.4K | 0.16% | 111 |
|
|
2023
Q2 | $1.4M | Sell |
18,174
-400
| -2% | -$30.8K | 0.18% | 101 |
|
|
2023
Q1 | $1.4M | Buy |
18,574
+2,122
| +13% | +$159K | 0.18% | 97 |
|
|
2022
Q4 | $1.3M | Buy |
16,452
+2,011
| +14% | +$159K | 0.18% | 104 |
|
|
2022
Q3 | $1.02M | Buy |
14,441
+1,687
| +13% | +$119K | 0.15% | 111 |
|
|
2022
Q2 | $1.02M | Buy |
12,754
+12,745
| +141,611% | +$1.02M | 0.14% | 111 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | 0.04% | 62 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | 0.03% | 74 |
|
|
2021
Q3 | $1K | Sell |
9
-2
| -18% | -$222 | 0.03% | 73 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | 0.02% | 98 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | 0.02% | 128 |
|
|
2020
Q4 | $1K | Sell |
11
-9
| -45% | -$818 | 0.02% | 122 |
|
|
2020
Q3 | $2K | Sell |
20
-2,761
| -99% | -$276K | 0.04% | 72 |
|
|
2020
Q2 | $204K | Buy |
+2,781
| New | +$204K | 0.04% | 164 |
|
|
2019
Q3 | – | Sell |
-1,590
| Closed | -$114K | – | 149 |
|
|
2019
Q2 | $114K | Buy |
+1,590
| New | +$114K | 0.02% | 218 |
|
|
2019
Q1 | – | Sell |
-1,760
| Closed | -$105K | – | 142 |
|
|
2018
Q4 | $105K | Sell |
1,760
-367
| -17% | -$21.9K | 0.03% | 177 |
|
|
2018
Q3 | $143K | Buy |
2,127
+218
| +11% | +$14.7K | 0.03% | 191 |
|
|
2018
Q2 | $124K | Sell |
1,909
-23,948
| -93% | -$1.56M | 0.03% | 199 |
|
|
2018
Q1 | $1.85M | Sell |
25,857
-1,612
| -6% | -$116K | 0.27% | 107 |
|
|
2017
Q4 | $2.07M | Sell |
27,469
-645
| -2% | -$48.7K | 0.27% | 109 |
|
|
2017
Q3 | $2.05M | Sell |
28,114
-917
| -3% | -$66.8K | 0.25% | 112 |
|
|
2017
Q2 | $2.15M | Buy |
29,031
+3,848
| +15% | +$285K | 0.29% | 98 |
|
|
2017
Q1 | $1.84M | Buy |
25,183
+67
| +0.3% | +$4.91K | 0.22% | 126 |
|
|
2016
Q4 | $1.64M | Buy |
25,116
+282
| +1% | +$18.5K | 0.2% | 124 |
|
|
2016
Q3 | $1.84M | Buy |
24,834
+2,114
| +9% | +$157K | 0.2% | 122 |
|
|
2016
Q2 | $1.66M | Sell |
22,720
-456
| -2% | -$33.4K | 0.17% | 123 |
|
|
2016
Q1 | $1.64M | Buy |
23,176
+2,652
| +13% | +$187K | 0.14% | 138 |
|
|
2015
Q4 | $1.37M | Buy |
20,524
+1,215
| +6% | +$81K | 0.1% | 151 |
|
|
2015
Q3 | $1.23M | Buy |
19,309
+15,396
| +393% | +$978K | 0.1% | 140 |
|
|
2015
Q2 | $256K | Buy |
3,913
+9
| +0.2% | +$589 | 0.02% | 306 |
|
|
2015
Q1 | $271K | Buy |
3,904
+695
| +22% | +$48.2K | 0.02% | 299 |
|
|
2014
Q4 | $222K | Sell |
3,209
-5,455
| -63% | -$377K | 0.02% | 267 |
|
|
2014
Q3 | $566K | Buy |
8,664
+5,674
| +190% | +$371K | 0.05% | 153 |
|
|
2014
Q2 | $204K | Buy |
2,990
+2,989
| +298,900% | +$204K | 0.02% | 277 |
|
|
2014
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 571 |
|
|
2013
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 558 |
|
|
2013
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 560 |
|
|
2013
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 535 |
|