United Capital 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 | $15.1M | Sell |
166,315
-3,296
| -2% | -$300K | 0.12% | 140 |
|
|
2025
Q1 | $15.9M | Buy |
169,611
+66,303
| +64% | +$6.21M | 0.14% | 127 |
|
|
2024
Q4 | $9.39M | Buy |
103,308
+27,884
| +37% | +$2.53M | 0.08% | 183 |
|
|
2024
Q3 | $7.83M | Sell |
75,424
-5,247
| -7% | -$545K | 0.06% | 207 |
|
|
2024
Q2 | $7.83M | Sell |
80,671
-616
| -0.8% | -$59.8K | 0.07% | 204 |
|
|
2024
Q1 | $7.32M | Sell |
81,287
-328,784
| -80% | -$29.6M | 0.06% | 214 |
|
|
2023
Q4 | $32.7M | Sell |
410,071
-311,847
| -43% | -$24.9M | 0.27% | 81 |
|
|
2023
Q3 | $51.3M | Buy |
721,918
+584,847
| +427% | +$41.6M | 0.34% | 67 |
|
|
2023
Q2 | $10.6M | Sell |
137,071
-15,605
| -10% | -$1.2M | 0.06% | 230 |
|
|
2023
Q1 | $11.5M | Sell |
152,676
-8,209
| -5% | -$617K | 0.06% | 219 |
|
|
2022
Q4 | $12.7M | Buy |
160,885
+550
| +0.3% | +$43.3K | 0.07% | 219 |
|
|
2022
Q3 | $11.3M | Sell |
160,335
-14,452
| -8% | -$1.02M | 0.07% | 224 |
|
|
2022
Q2 | $14M | Buy |
174,787
+6,287
| +4% | +$504K | 0.08% | 212 |
|
|
2022
Q1 | $12.8M | Sell |
168,500
-2,501
| -1% | -$190K | 0.06% | 245 |
|
|
2021
Q4 | $14.6M | Sell |
171,001
-11,388
| -6% | -$972K | 0.07% | 237 |
|
|
2021
Q3 | $13.8M | Sell |
182,389
-6,671
| -4% | -$504K | 0.07% | 237 |
|
|
2021
Q2 | $15.4M | Sell |
189,060
-1,524
| -0.8% | -$124K | 0.08% | 221 |
|
|
2021
Q1 | $15M | Sell |
190,584
-5,579
| -3% | -$440K | 0.08% | 217 |
|
|
2020
Q4 | $16.8M | Sell |
196,163
-4,784
| -2% | -$409K | 0.1% | 195 |
|
|
2020
Q3 | $15.5M | Sell |
200,947
-5,103
| -2% | -$394K | 0.1% | 196 |
|
|
2020
Q2 | $15.1M | Sell |
206,050
-5,181
| -2% | -$380K | 0.11% | 196 |
|
|
2020
Q1 | $14M | Sell |
211,231
-32,348
| -13% | -$2.15M | 0.12% | 191 |
|
|
2019
Q4 | $16.8M | Sell |
243,579
-459,327
| -65% | -$31.6M | 0.11% | 228 |
|
|
2019
Q3 | $51.7M | Buy |
702,906
+208,902
| +42% | +$15.4M | 0.36% | 58 |
|
|
2019
Q2 | $35.4M | Sell |
494,004
-194,817
| -28% | -$14M | 0.23% | 102 |
|
|
2019
Q1 | $47.2M | Buy |
688,821
+7,613
| +1% | +$522K | 0.33% | 65 |
|
|
2018
Q4 | $40.5M | Buy |
681,208
+39,539
| +6% | +$2.35M | 0.32% | 69 |
|
|
2018
Q3 | $43M | Buy |
641,669
+71,248
| +12% | +$4.77M | 0.3% | 69 |
|
|
2018
Q2 | $37M | Buy |
570,421
+135,801
| +31% | +$8.8M | 0.28% | 78 |
|
|
2018
Q1 | $31.2M | Sell |
434,620
-45,544
| -9% | -$3.26M | 0.24% | 99 |
|
|
2017
Q4 | $36.1M | Buy |
480,164
+22,880
| +5% | +$1.72M | 0.28% | 75 |
|
|
2017
Q3 | $33.3M | Sell |
457,284
-98
| -0% | -$7.14K | 0.28% | 76 |
|
|
2017
Q2 | $33.9M | Sell |
457,382
-120,746
| -21% | -$8.95M | 0.3% | 71 |
|
|
2017
Q1 | $42.3M | Buy |
578,128
+113,294
| +24% | +$8.29M | 0.39% | 54 |
|
|
2016
Q4 | $30.4M | Buy |
464,834
+14,837
| +3% | +$971K | 0.3% | 72 |
|
|
2016
Q3 | $33.4M | Buy |
449,997
+90,052
| +25% | +$6.68M | 0.32% | 68 |
|
|
2016
Q2 | $26.3M | Buy |
359,945
+25,023
| +7% | +$1.83M | 0.27% | 78 |
|
|
2016
Q1 | $23.7M | Buy |
334,922
+10,612
| +3% | +$750K | 0.26% | 78 |
|
|
2015
Q4 | $21.6M | Sell |
324,310
-77,036
| -19% | -$5.13M | 0.25% | 81 |
|
|
2015
Q3 | $25.5M | Sell |
401,346
-7,778
| -2% | -$494K | 0.31% | 59 |
|
|
2015
Q2 | $26.8M | Sell |
409,124
-4,108
| -1% | -$269K | 0.31% | 76 |
|
|
2015
Q1 | $27.8M | Buy |
413,232
+109,270
| +36% | +$7.35M | 0.34% | 70 |
|
|
2014
Q4 | $21M | Buy |
303,962
+46,502
| +18% | +$3.22M | 0.31% | 81 |
|
|
2014
Q3 | $16.8M | Sell |
257,460
-3,955
| -2% | -$258K | 0.29% | 91 |
|
|
2014
Q2 | $17.8M | Buy |
261,415
+8,486
| +3% | +$579K | 0.33% | 77 |
|
|
2014
Q1 | $16.4M | Buy |
252,929
+56,070
| +28% | +$3.64M | 0.35% | 63 |
|
|
2013
Q4 | $12.8M | Buy |
196,859
+133,685
| +212% | +$8.72M | 0.44% | 57 |
|
|
2013
Q3 | $3.75M | Sell |
63,174
-211,370
| -77% | -$12.5M | 0.12% | 175 |
|
|
2013
Q2 | $15.7M | Buy |
+274,544
| New | +$15.7M | 0.42% | 64 |
|