Annis Gardner Whiting Capital 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 | $290K | Buy |
3,190
+12
| +0.4% | +$1.09K | 0.1% | 176 |
|
2025
Q1 | $298K | Buy |
3,178
+15
| +0.5% | +$1.41K | 0.13% | 152 |
|
2024
Q4 | $288K | Buy |
3,163
+44
| +1% | +$4K | 0.08% | 180 |
|
2024
Q3 | $324K | Hold |
3,119
| – | – | 0.09% | 174 |
|
2024
Q2 | $303K | Buy |
3,119
+1,014
| +48% | +$98.4K | 0.09% | 182 |
|
2024
Q1 | $190K | Buy |
2,105
+116
| +6% | +$10.4K | 0.07% | 190 |
|
2023
Q4 | $159K | Buy |
1,989
+3
| +0.2% | +$239 | 0.07% | 172 |
|
2023
Q3 | $141K | Buy |
+1,986
| New | +$141K | 0.08% | 169 |
|