Altium Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.46M | Buy |
18,191
+10,664
| +142% | +$855K | 0.11% | 120 |
|
|
2022
Q1 | $571K | Buy |
7,527
+456
| +6% | +$34.6K | 0.04% | 240 |
|
|
2021
Q4 | $603K | Buy |
7,071
+328
| +5% | +$28K | 0.04% | 217 |
|
|
2021
Q3 | $510K | Buy |
6,743
+536
| +9% | +$40.5K | 0.04% | 224 |
|
|
2021
Q2 | $505K | Sell |
6,207
-115
| -2% | -$9.36K | 0.04% | 223 |
|
|
2021
Q1 | $498K | Buy |
6,322
+207
| +3% | +$16.3K | 0.04% | 219 |
|
|
2020
Q4 | $523K | Buy |
6,115
+990
| +19% | +$84.7K | 0.05% | 185 |
|
|
2020
Q3 | $395K | Buy |
5,125
+695
| +16% | +$53.6K | 0.04% | 222 |
|
|
2020
Q2 | $325K | Sell |
4,430
-1,090
| -20% | -$80K | 0.04% | 253 |
|
|
2020
Q1 | $366K | Buy |
+5,520
| New | +$366K | 0.05% | 178 |
|
|
2019
Q4 | – | Sell |
-3,372
| Closed | -$248K | – | 293 |
|
|
2019
Q3 | $248K | Buy |
3,372
+118
| +4% | +$8.68K | 0.03% | 234 |
|
|
2019
Q2 | $233K | Sell |
3,254
-327
| -9% | -$23.4K | 0.03% | 239 |
|
|
2019
Q1 | $245K | Buy |
+3,581
| New | +$245K | 0.04% | 233 |
|
|
2018
Q3 | – | Sell |
-3,223
| Closed | -$209K | – | 305 |
|
|
2018
Q2 | $209K | Buy |
+3,223
| New | +$209K | 0.06% | 243 |
|