ACA
Affinity Capital Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,915
| Closed | -$274K | – | 161 |
|
|
2025
Q1 | $274K | Buy |
2,915
+74
| +3% | +$6.96K | 0.05% | 125 |
|
|
2024
Q4 | $248K | Hold |
2,841
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $295K | Buy |
2,841
+1
| +0% | +$104 | 0.06% | 121 |
|
|
2024
Q2 | $276K | Sell |
2,840
-465
| -14% | -$45.1K | 0.06% | 123 |
|
|
2024
Q1 | $298K | Hold |
3,305
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $263K | Sell |
3,305
-6
| -0.2% | -$478 | 0.06% | 117 |
|
|
2023
Q3 | $235K | Hold |
3,311
| – | – | 0.06% | 115 |
|
|
2023
Q2 | $255K | Hold |
3,311
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $249K | Hold |
3,311
| – | – | 0.08% | 106 |
|
|
2022
Q4 | $261K | Buy |
3,311
+1
| +0% | +$79 | 0.09% | 91 |
|
|
2022
Q3 | $233K | Hold |
3,310
| – | – | 0.08% | 92 |
|
|
2022
Q2 | $265K | Sell |
3,310
-13
| -0.4% | -$1.04K | 0.09% | 90 |
|
|
2022
Q1 | $252K | Buy |
3,323
+7
| +0.2% | +$531 | 0.08% | 102 |
|
|
2021
Q4 | $283K | Buy |
3,316
+24
| +0.7% | +$2.05K | 0.09% | 100 |
|
|
2021
Q3 | $249K | Sell |
3,292
-358
| -10% | -$27.1K | 0.08% | 105 |
|
|
2021
Q2 | $297K | Hold |
3,650
| – | – | 0.1% | 93 |
|
|
2021
Q1 | $288K | Sell |
3,650
-118
| -3% | -$9.31K | 0.11% | 89 |
|
|
2020
Q4 | $322K | Hold |
3,768
| – | – | 0.13% | 77 |
|
|
2020
Q3 | $291K | Buy |
3,768
+12
| +0.3% | +$927 | 0.16% | 76 |
|
|
2020
Q2 | $275K | Hold |
3,756
| – | – | 0.18% | 72 |
|
|
2020
Q1 | $276K | Sell |
3,756
-41
| -1% | -$3.01K | 0.2% | 76 |
|
|
2019
Q4 | $261K | Buy |
+3,797
| New | +$261K | 0.17% | 91 |
|