VA
Valmark Advisers’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
10,588
+232
| +2% | +$21.1K | 0.01% | 340 |
|
|
2025
Q1 | $970K | Sell |
10,356
-48
| -0.5% | -$4.5K | 0.01% | 317 |
|
|
2024
Q4 | $946K | Buy |
10,404
+70
| +0.7% | +$6.36K | 0.01% | 316 |
|
|
2024
Q3 | $1.07M | Sell |
10,334
-28
| -0.3% | -$2.91K | 0.02% | 290 |
|
|
2024
Q2 | $1.01M | Sell |
10,362
-42
| -0.4% | -$4.08K | 0.02% | 282 |
|
|
2024
Q1 | $937K | Sell |
10,404
-4
| -0% | -$360 | 0.02% | 277 |
|
|
2023
Q4 | $830K | Sell |
10,408
-569
| -5% | -$45.4K | 0.02% | 281 |
|
|
2023
Q3 | $781K | Buy |
10,977
+85
| +0.8% | +$6.04K | 0.02% | 255 |
|
|
2023
Q2 | $839K | Sell |
10,892
-80
| -0.7% | -$6.16K | 0.02% | 250 |
|
|
2023
Q1 | $825K | Buy |
10,972
+4
| +0% | +$301 | 0.02% | 243 |
|
|
2022
Q4 | $864K | Buy |
10,968
+2,644
| +32% | +$208K | 0.02% | 227 |
|
|
2022
Q3 | $585K | Hold |
8,324
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $667K | Sell |
8,324
-38
| -0.5% | -$3.05K | 0.01% | 253 |
|
|
2022
Q1 | $634K | Buy |
8,362
+72
| +0.9% | +$5.46K | 0.01% | 272 |
|
|
2021
Q4 | $707K | Buy |
8,290
+164
| +2% | +$14K | 0.01% | 239 |
|
|
2021
Q3 | $614K | Buy |
8,126
+1
| +0% | +$76 | 0.01% | 248 |
|
|
2021
Q2 | $661K | Buy |
8,125
+751
| +10% | +$61.1K | 0.01% | 243 |
|
|
2021
Q1 | $581K | Sell |
7,374
-88
| -1% | -$6.93K | 0.01% | 246 |
|
|
2020
Q4 | $638K | Buy |
+7,462
| New | +$638K | 0.01% | 222 |
|