Waddell & Associates’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 | $327K | Sell |
3,600
-3,556
| -50% | -$323K | 0.03% | 156 |
|
|
2025
Q1 | $671K | Sell |
7,156
-1,200
| -14% | -$112K | 0.08% | 64 |
|
|
2024
Q4 | $760K | Hold |
8,356
| – | – | 0.08% | 62 |
|
|
2024
Q3 | $867K | Hold |
8,356
| – | – | 0.11% | 58 |
|
|
2024
Q2 | $811K | Hold |
8,356
| – | – | 0.11% | 57 |
|
|
2024
Q1 | $752K | Hold |
8,356
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $666K | Sell |
8,356
-244
| -3% | -$19.4K | 0.09% | 63 |
|
|
2023
Q3 | $612K | Hold |
8,600
| – | – | 0.09% | 69 |
|
|
2023
Q2 | $663K | Sell |
8,600
-21
| -0.2% | -$1.62K | 0.1% | 62 |
|
|
2023
Q1 | $648K | Hold |
8,621
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $679K | Buy |
8,621
+21
| +0.2% | +$1.66K | 0.11% | 61 |
|
|
2022
Q3 | $604K | Hold |
8,600
| – | – | 0.12% | 56 |
|
|
2022
Q2 | $689K | Hold |
8,600
| – | – | 0.14% | 54 |
|
|
2022
Q1 | $652K | Hold |
8,600
| – | – | 0.1% | 54 |
|
|
2021
Q4 | $734K | Hold |
8,600
| – | – | 0.12% | 51 |
|
|
2021
Q3 | $650K | Hold |
8,600
| – | – | 0.11% | 52 |
|
|
2021
Q2 | $700 | Buy |
+8,600
| New | +$700 | 0.11% | 50 |
|