Berman 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
2021
Q3
$205K Buy
2,731
+603
+28% +$45.3K 0.03% 259
2021
Q2
$172K Buy
2,128
+280
+15% +$22.6K 0.03% 263
2021
Q1
$144K Buy
1,848
+451
+32% +$35.1K 0.03% 233
2020
Q4
$119K Buy
1,397
+29
+2% +$2.47K 0.03% 225
2020
Q3
$105K Sell
1,368
-872
-39% -$66.9K 0.03% 223
2020
Q2
$162K Buy
2,240
+149
+7% +$10.8K 0.04% 165
2020
Q1
$137K Buy
2,091
+435
+26% +$28.5K 0.04% 155
2019
Q4
$113K Sell
1,656
-38
-2% -$2.59K 0.03% 210
2019
Q3
$123K Buy
1,694
+21
+1% +$1.53K 0.04% 186
2019
Q2
$119K Buy
1,673
+264
+19% +$18.8K 0.04% 187
2019
Q1
$95K Buy
1,409
+54
+4% +$3.64K 0.03% 199
2018
Q4
$79K Buy
+1,355
New +$79K 0.03% 203