American Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
2,690
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $252K | Sell |
2,690
-50
| -2% | -$4.69K | 0.11% | 97 |
|
|
2024
Q4 | $249K | Hold |
2,740
| – | – | 0.1% | 103 |
|
|
2024
Q3 | $284K | Hold |
2,740
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $266K | Hold |
2,740
| – | – | 0.13% | 74 |
|
|
2024
Q1 | $247K | Hold |
2,740
| – | – | 0.12% | 77 |
|
|
2023
Q4 | $218K | Buy |
+2,740
| New | +$218K | 0.11% | 83 |
|
|
2023
Q3 | – | Sell |
-2,740
| Closed | -$211K | – | 84 |
|
|
2023
Q2 | $211K | Hold |
2,740
| – | – | 0.12% | 77 |
|
|
2023
Q1 | $206K | Hold |
2,740
| – | – | 0.12% | 76 |
|
|
2022
Q4 | $216K | Buy |
+2,740
| New | +$216K | 0.14% | 76 |
|
|
2022
Q3 | – | Sell |
-2,740
| Closed | -$220K | – | 75 |
|
|
2022
Q2 | $220K | Sell |
2,740
-225
| -8% | -$18.1K | 0.14% | 73 |
|
|
2022
Q1 | $225K | Sell |
2,965
-116
| -4% | -$8.8K | 0.12% | 81 |
|
|
2021
Q4 | $263K | Hold |
3,081
| – | – | 0.13% | 79 |
|
|
2021
Q3 | $233K | Hold |
3,081
| – | – | 0.13% | 79 |
|
|
2021
Q2 | $251K | Sell |
3,081
-60
| -2% | -$4.89K | 0.13% | 76 |
|
|
2021
Q1 | $248K | Hold |
3,141
| – | – | 0.14% | 73 |
|
|
2020
Q4 | $269K | Hold |
3,141
| – | – | 0.17% | 66 |
|
|
2020
Q3 | $242K | Sell |
3,141
-100
| -3% | -$7.71K | 0.18% | 63 |
|
|
2020
Q2 | $237K | Hold |
3,241
| – | – | 0.19% | 55 |
|
|
2020
Q1 | $215K | Hold |
3,241
| – | – | 0.22% | 52 |
|
|
2019
Q4 | $223K | Sell |
3,241
-25
| -0.8% | -$1.72K | 0.16% | 69 |
|
|
2019
Q3 | $240K | Sell |
3,266
-50
| -2% | -$3.67K | 0.18% | 62 |
|
|
2019
Q2 | $238K | Hold |
3,316
| – | – | 0.18% | 64 |
|
|
2019
Q1 | $227K | Sell |
3,316
-295
| -8% | -$20.2K | 0.17% | 65 |
|
|
2018
Q4 | $215K | Hold |
3,611
| – | – | 0.19% | 62 |
|
|
2018
Q3 | $242K | Sell |
3,611
-100
| -3% | -$6.7K | 0.19% | 68 |
|
|
2018
Q2 | $241K | Hold |
3,711
| – | – | 0.2% | 66 |
|
|
2018
Q1 | $266K | Hold |
3,711
| – | – | 0.21% | 60 |
|
|
2017
Q4 | $280K | Sell |
3,711
-30
| -0.8% | -$2.26K | 0.22% | 64 |
|
|
2017
Q3 | $273K | Hold |
3,741
| – | – | 0.24% | 56 |
|
|
2017
Q2 | $277K | Hold |
3,741
| – | – | 0.24% | 60 |
|
|
2017
Q1 | $274K | Hold |
3,741
| – | – | 0.25% | 54 |
|
|
2016
Q4 | $245K | Sell |
3,741
-2,134
| -36% | -$140K | 0.24% | 57 |
|
|
2016
Q3 | $436K | Sell |
5,875
-1,629
| -22% | -$121K | 0.44% | 47 |
|
|
2016
Q2 | $549K | Sell |
7,504
-4,905
| -40% | -$359K | 0.57% | 44 |
|
|
2016
Q1 | $877K | Hold |
12,409
| – | – | 0.9% | 38 |
|
|
2015
Q4 | $827K | Sell |
12,409
-1,750
| -12% | -$117K | 0.93% | 42 |
|
|
2015
Q3 | $899K | Hold |
14,159
| – | – | 1.05% | 39 |
|
|
2015
Q2 | $926K | Sell |
14,159
-110
| -0.8% | -$7.19K | 0.92% | 41 |
|
|
2015
Q1 | $989K | Sell |
14,269
-261
| -2% | -$18.1K | 0.98% | 41 |
|
|
2014
Q4 | $1.01M | Buy |
+14,530
| New | +$1.01M | 1.07% | 39 |
|