Wealthspire Advisors (New York)’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 | $2.32M | Buy |
25,538
+300
| +1% | +$27.3K | 0.01% | 259 |
|
|
2025
Q1 | $2.36M | Buy |
25,238
+12,339
| +96% | +$1.16M | 0.01% | 252 |
|
|
2024
Q4 | $1.17M | Sell |
12,899
-343
| -3% | -$31.2K | 0.01% | 341 |
|
|
2024
Q3 | $1.37M | Buy |
13,242
+9,389
| +244% | +$975K | 0.01% | 315 |
|
|
2024
Q2 | $374K | Buy |
3,853
+111
| +3% | +$10.8K | ﹤0.01% | 487 |
|
|
2024
Q1 | $337K | Sell |
3,742
-217
| -5% | -$19.5K | ﹤0.01% | 500 |
|
|
2023
Q4 | $316K | Buy |
3,959
+818
| +26% | +$65.2K | ﹤0.01% | 511 |
|
|
2023
Q3 | $223K | Buy |
+3,141
| New | +$223K | ﹤0.01% | 549 |
|
|
2023
Q1 | – | Sell |
-4,155
| Closed | -$327K | – | 547 |
|
|
2022
Q4 | $327K | Buy |
+4,155
| New | +$327K | 0.01% | 441 |
|
|
2022
Q1 | – | Sell |
-3,521
| Closed | -$301K | – | 453 |
|
|
2021
Q4 | $301K | Sell |
3,521
-94
| -3% | -$8.04K | 0.01% | 421 |
|
|
2021
Q3 | $273K | Buy |
+3,615
| New | +$273K | 0.01% | 479 |
|
|
2021
Q2 | – | Sell |
-12,955
| Closed | -$1.02M | – | 427 |
|
|
2021
Q1 | $1.02M | Buy |
12,955
+5,690
| +78% | +$448K | 0.02% | 263 |
|
|
2020
Q4 | $621K | Buy |
7,265
+3,103
| +75% | +$265K | 0.02% | 267 |
|
|
2020
Q3 | $321K | Buy |
4,162
+58
| +1% | +$4.47K | 0.02% | 229 |
|
|
2020
Q2 | $301K | Sell |
4,104
-6,184
| -60% | -$454K | 0.02% | 207 |
|
|
2020
Q1 | $683K | Buy |
+10,288
| New | +$683K | 0.03% | 250 |
|
|
2019
Q1 | – | Sell |
-972
| Closed | -$58K | – | 185 |
|
|
2018
Q4 | $58K | Buy |
+972
| New | +$58K | 0.01% | 166 |
|