Valeo 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 | $1.11M | Buy |
12,201
+89
| +0.7% | +$8.09K | 0.03% | 275 |
|
|
2025
Q1 | $1.13M | Buy |
12,112
+474
| +4% | +$44.4K | 0.03% | 236 |
|
|
2024
Q4 | $1.06M | Sell |
11,638
-290
| -2% | -$26.4K | 0.03% | 246 |
|
|
2024
Q3 | $1.24M | Buy |
11,928
+135
| +1% | +$14K | 0.04% | 220 |
|
|
2024
Q2 | $1.14M | Buy |
11,793
+241
| +2% | +$23.4K | 0.04% | 218 |
|
|
2024
Q1 | $1.03M | Buy |
11,552
+678
| +6% | +$60.3K | 0.04% | 236 |
|
|
2023
Q4 | $867K | Buy |
10,874
+713
| +7% | +$56.8K | 0.04% | 250 |
|
|
2023
Q3 | $723K | Sell |
10,161
-445
| -4% | -$31.6K | 0.03% | 256 |
|
|
2023
Q2 | $817K | Sell |
10,606
-215
| -2% | -$16.6K | 0.04% | 232 |
|
|
2023
Q1 | $813K | Buy |
10,821
+1,526
| +16% | +$115K | 0.04% | 244 |
|
|
2022
Q4 | $732K | Buy |
9,295
+963
| +12% | +$75.9K | 0.04% | 229 |
|
|
2022
Q3 | $585K | Buy |
8,332
+182
| +2% | +$12.8K | 0.04% | 232 |
|
|
2022
Q2 | $653K | Sell |
8,150
-593
| -7% | -$47.5K | 0.04% | 214 |
|
|
2022
Q1 | $663K | Buy |
8,743
+2,330
| +36% | +$177K | 0.03% | 257 |
|
|
2021
Q4 | $547K | Sell |
6,413
-1,519
| -19% | -$130K | 0.03% | 280 |
|
|
2021
Q3 | $599K | Buy |
7,932
+4,773
| +151% | +$360K | 0.03% | 252 |
|
|
2021
Q2 | $257K | Sell |
3,159
-1
| -0% | -$81 | 0.02% | 367 |
|
|
2021
Q1 | $249K | Sell |
3,160
-248
| -7% | -$19.5K | 0.01% | 382 |
|
|
2020
Q4 | $291K | Sell |
3,408
-88
| -3% | -$7.51K | 0.02% | 331 |
|
|
2020
Q3 | $270K | Sell |
3,496
-632
| -15% | -$48.8K | 0.02% | 265 |
|
|
2020
Q2 | $302K | Buy |
4,128
+135
| +3% | +$9.88K | 0.03% | 247 |
|
|
2020
Q1 | $279K | Sell |
3,993
-690
| -15% | -$48.2K | 0.03% | 236 |
|
|
2019
Q4 | $322K | Sell |
4,683
-300
| -6% | -$20.6K | 0.03% | 244 |
|
|
2019
Q3 | $366K | Hold |
4,983
| – | – | 0.04% | 206 |
|
|
2019
Q2 | $357K | Buy |
4,983
+37
| +0.7% | +$2.65K | 0.04% | 209 |
|
|
2019
Q1 | $339K | Buy |
4,946
+11
| +0.2% | +$754 | 0.04% | 206 |
|
|
2018
Q4 | $294K | Sell |
4,935
-589
| -11% | -$35.1K | 0.04% | 214 |
|
|
2018
Q3 | $329K | Sell |
5,524
-1,600
| -22% | -$95.3K | 0.04% | 207 |
|
|
2018
Q2 | $467K | Buy |
7,124
+147
| +2% | +$9.64K | 0.07% | 178 |
|
|
2018
Q1 | $500K | Buy |
6,977
+1,111
| +19% | +$79.6K | 0.08% | 148 |
|
|
2017
Q4 | $443K | Buy |
5,866
+1,252
| +27% | +$94.6K | 0.07% | 157 |
|
|
2017
Q3 | $336K | Buy |
+4,614
| New | +$336K | 0.08% | 161 |
|