UAS
United Asset Strategies’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
115,184
-440
| -0.4% | -$40K | 0.89% | 40 |
|
|
2025
Q1 | $10.8M | Buy |
115,624
+4,186
| +4% | +$392K | 1.01% | 33 |
|
|
2024
Q4 | $10.1M | Buy |
111,438
+7,924
| +8% | +$720K | 0.93% | 34 |
|
|
2024
Q3 | $10.7M | Buy |
103,514
+602
| +0.6% | +$62.5K | 1% | 34 |
|
|
2024
Q2 | $9.99M | Buy |
102,912
+1,195
| +1% | +$116K | 0.99% | 37 |
|
|
2024
Q1 | $9.16M | Buy |
101,717
+89,670
| +744% | +$8.07M | 0.91% | 39 |
|
|
2023
Q4 | $960K | Buy |
12,047
+785
| +7% | +$62.6K | 0.11% | 137 |
|
|
2023
Q3 | $801K | Buy |
11,262
+1,274
| +13% | +$90.6K | 0.1% | 143 |
|
|
2023
Q2 | $769K | Buy |
9,988
+44
| +0.4% | +$3.39K | 0.1% | 146 |
|
|
2023
Q1 | $747K | Buy |
9,944
+2,215
| +29% | +$166K | 0.1% | 148 |
|
|
2022
Q4 | $609K | Buy |
7,729
+628
| +9% | +$49.5K | 0.08% | 169 |
|
|
2022
Q3 | $499K | Buy |
7,101
+394
| +6% | +$27.7K | 0.08% | 153 |
|
|
2022
Q2 | $537K | Sell |
6,707
-2,117
| -24% | -$169K | 0.08% | 151 |
|
|
2022
Q1 | $669K | Buy |
8,824
+886
| +11% | +$67.2K | 0.09% | 141 |
|
|
2021
Q4 | $677K | Buy |
+7,938
| New | +$677K | 0.08% | 138 |
|
|
2021
Q1 | – | Sell |
-4,524
| Closed | -$387K | – | 211 |
|
|
2020
Q4 | $387K | Sell |
4,524
-20,193
| -82% | -$1.73M | 0.06% | 158 |
|
|
2020
Q3 | $1.91M | Sell |
24,717
-764
| -3% | -$58.9K | 0.35% | 66 |
|
|
2020
Q2 | $1.87M | Sell |
25,481
-750
| -3% | -$55K | 0.37% | 66 |
|
|
2020
Q1 | $1.74M | Buy |
26,231
+776
| +3% | +$51.5K | 0.43% | 61 |
|
|
2019
Q4 | $1.75M | Buy |
25,455
+2,601
| +11% | +$179K | 0.34% | 75 |
|
|
2019
Q3 | $1.68M | Buy |
22,854
+1,117
| +5% | +$82.1K | 0.37% | 74 |
|
|
2019
Q2 | $1.56M | Buy |
21,737
+2,018
| +10% | +$145K | 0.36% | 77 |
|
|
2019
Q1 | $1.35M | Buy |
19,719
+3,301
| +20% | +$226K | 0.32% | 83 |
|
|
2018
Q4 | $977K | Buy |
16,418
+2,942
| +22% | +$175K | 0.27% | 85 |
|
|
2018
Q3 | $902K | Buy |
13,476
+1,467
| +12% | +$98.2K | 0.21% | 101 |
|
|
2018
Q2 | $778K | Buy |
12,009
+1,342
| +13% | +$86.9K | 0.21% | 107 |
|
|
2018
Q1 | $765K | Buy |
10,667
+886
| +9% | +$63.5K | 0.23% | 100 |
|
|
2017
Q4 | $738K | Buy |
9,781
+5,126
| +110% | +$387K | 0.2% | 105 |
|
|
2017
Q3 | $339K | Buy |
+4,655
| New | +$339K | 0.19% | 100 |
|
|
2017
Q1 | – | Sell |
-67,360
| Closed | -$4.41M | – | 150 |
|
|
2016
Q4 | $4.41M | Buy |
+67,360
| New | +$4.41M | 1.44% | 27 |
|