Valmark Advisers’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$897K Buy
2025
Q2
$962K Buy
2025
Q1
$970K Sell
2024
Q4
$946K Buy
2024
Q3
$1.07M Sell
2024
Q2
$1.01M Sell
2024
Q1
$937K Sell
2023
Q4
$830K Sell
2023
Q3
$781K Buy
2023
Q2
$839K Sell
2023
Q1
$825K Buy
2022
Q4
$864K Buy
2022
Q3
$585K Hold
2022
Q2
$667K Sell
2022
Q1
$634K Buy
2021
Q4
$707K Buy
2021
Q3
$614K Buy
2021
Q2
$661K Buy
2021
Q1
$581K Sell
2020
Q4
$638K Buy