Beese Fulmer Investment Management’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 | $275K | Buy |
3,022
+799
| +36% | +$72.6K | 0.02% | 245 |
|
2025
Q1 | $208K | Buy |
+2,223
| New | +$208K | 0.02% | 239 |
|
2024
Q4 | – | Sell |
-2,339
| Closed | -$243K | – | 230 |
|
2024
Q3 | $243K | Hold |
2,339
| – | – | 0.02% | 206 |
|
2024
Q2 | $227K | Buy |
+2,339
| New | +$227K | 0.02% | 205 |
|
2020
Q3 | – | Sell |
-1,364
| Closed | -$100K | – | 259 |
|
2020
Q2 | $100K | Buy |
+1,364
| New | +$100K | 0.01% | 245 |
|