1834 Investment Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,580
| Closed | -$127K | – | 241 |
|
2022
Q2 | $127K | Hold |
1,580
| – | – | 0.02% | 217 |
|
2022
Q1 | $120K | Hold |
1,580
| – | – | 0.01% | 210 |
|
2021
Q4 | $135K | Hold |
1,580
| – | – | 0.02% | 211 |
|
2021
Q3 | $119K | Hold |
1,580
| – | – | 0.01% | 220 |
|
2021
Q2 | $129K | Hold |
1,580
| – | – | 0.02% | 219 |
|
2021
Q1 | $125K | Hold |
1,580
| – | – | 0.02% | 228 |
|
2020
Q4 | $135K | Sell |
1,580
-151
| -9% | -$12.9K | 0.02% | 220 |
|
2020
Q3 | $134K | Hold |
1,731
| – | – | 0.02% | 214 |
|
2020
Q2 | $127K | Hold |
1,731
| – | – | 0.02% | 204 |
|
2020
Q1 | $115K | Sell |
1,731
-320
| -16% | -$21.3K | 0.02% | 212 |
|
2019
Q4 | $141K | Sell |
2,051
-3,600
| -64% | -$247K | 0.02% | 216 |
|
2019
Q3 | $415K | Sell |
5,651
-216
| -4% | -$15.9K | 0.06% | 129 |
|
2019
Q2 | $420K | Sell |
5,867
-90
| -2% | -$6.44K | 0.06% | 126 |
|
2019
Q1 | $408K | Sell |
5,957
-400
| -6% | -$27.4K | 0.06% | 129 |
|
2018
Q4 | $378K | Sell |
6,357
-200
| -3% | -$11.9K | 0.06% | 128 |
|
2018
Q3 | $439K | Sell |
6,557
-250
| -4% | -$16.7K | 0.06% | 133 |
|
2018
Q2 | $441K | Hold |
6,807
| – | – | 0.07% | 127 |
|
2018
Q1 | $488K | Sell |
6,807
-1,084
| -14% | -$77.7K | 0.08% | 123 |
|
2017
Q4 | $595K | Sell |
7,891
-155
| -2% | -$11.7K | 0.09% | 122 |
|
2017
Q3 | $586K | Sell |
8,046
-1,193
| -13% | -$86.9K | 0.11% | 107 |
|
2017
Q2 | $685K | Buy |
9,239
+65
| +0.7% | +$4.82K | 0.13% | 105 |
|
2017
Q1 | $671K | Sell |
9,174
-648
| -7% | -$47.4K | 0.13% | 105 |
|
2016
Q4 | $643K | Sell |
9,822
-415
| -4% | -$27.2K | 0.13% | 108 |
|
2016
Q3 | $759K | Hold |
10,237
| – | – | 0.16% | 96 |
|
2016
Q2 | $749K | Sell |
10,237
-150
| -1% | -$11K | 0.16% | 106 |
|
2016
Q1 | $734K | Sell |
10,387
-160
| -2% | -$11.3K | 0.17% | 102 |
|
2015
Q4 | $703K | Sell |
10,547
-73
| -0.7% | -$4.87K | 0.17% | 108 |
|
2015
Q3 | $674K | Sell |
10,620
-700
| -6% | -$44.4K | 0.17% | 115 |
|
2015
Q2 | $740K | Buy |
11,320
+500
| +5% | +$32.7K | 0.2% | 90 |
|
2015
Q1 | $750K | Buy |
10,820
+1,300
| +14% | +$90.1K | 0.2% | 95 |
|
2014
Q4 | $659K | Sell |
9,520
-500
| -5% | -$34.6K | 0.18% | 97 |
|
2014
Q3 | $654K | Sell |
10,020
-1,720
| -15% | -$112K | 0.18% | 98 |
|
2014
Q2 | $800K | Sell |
11,740
-360
| -3% | -$24.5K | 0.22% | 91 |
|
2014
Q1 | $785K | Buy |
12,100
+400
| +3% | +$26K | 0.23% | 88 |
|
2013
Q4 | $763K | Sell |
11,700
-850
| -7% | -$55.4K | 0.22% | 92 |
|
2013
Q3 | $744K | Sell |
12,550
-100
| -0.8% | -$5.93K | 0.24% | 82 |
|
2013
Q2 | $725K | Buy |
+12,650
| New | +$725K | 0.25% | 86 |
|