BIM

Barton Investment Management’s Colgate-Palmolive CL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,880	Closed	-$332K	–	40
2020 Q4	$332K	Sell	3,880 -120	-3%	-$10.3K	0.03%	37
2020 Q3	$308K	Hold	4,000	–	–	0.03%	38
2020 Q2	$293K	Hold	4,000	–	–	0.03%	37
2020 Q1	$265K	Hold	4,000	–	–	0.04%	38
2019 Q4	$275K	Hold	4,000	–	–	0.04%	39
2019 Q3	$294K	Hold	4,000	–	–	0.05%	38
2019 Q2	$287K	Hold	4,000	–	–	0.04%	39
2019 Q1	$274K	Hold	4,000	–	–	0.05%	40
2018 Q4	$238K	Hold	4,000	–	–	0.05%	41
2018 Q3	$267K	Hold	4,000	–	–	0.04%	40
2018 Q2	$259K	Hold	4,000	–	–	0.04%	40
2018 Q1	$287K	Hold	4,000	–	–	0.05%	40
2017 Q4	$302K	Hold	4,000	–	–	0.07%	39
2017 Q3	$291K	Hold	4,000	–	–	0.07%	39
2017 Q2	$297K	Hold	4,000	–	–	0.08%	37
2017 Q1	$292K	Hold	4,000	–	–	0.08%	40
2016 Q4	$261K	Hold	4,000	–	–	0.09%	40
2016 Q3	$296K	Hold	4,000	–	–	0.1%	38
2016 Q2	$292K	Hold	4,000	–	–	0.11%	40
2016 Q1	$282K	Hold	4,000	–	–	0.08%	48
2015 Q4	$266K	Hold	4,000	–	–	0.09%	42
2015 Q3	$253K	Hold	4,000	–	–	0.09%	44
2015 Q2	$262K	Hold	4,000	–	–	0.09%	42
2015 Q1	$277K	Hold	4,000	–	–	0.1%	41
2014 Q4	$277K	Hold	4,000	–	–	0.11%	40
2014 Q3	$261K	Hold	4,000	–	–	0.1%	41
2014 Q2	$273K	Hold	4,000	–	–	0.11%	42
2014 Q1	$259K	Hold	4,000	–	–	0.11%	43
2013 Q4	$261K	Hold	4,000	–	–	0.1%	45
2013 Q3	$237K	Hold	4,000	–	–	0.11%	46
2013 Q2	$229K	Buy	+4,000	New	+$229K	0.12%	48