Bingham Osborn & Scarborough’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,741
| Closed | -$443K | – | 140 |
|
|
2020
Q3 | $443K | Buy |
5,741
+2,401
| +72% | +$185K | 0.03% | 98 |
|
|
2020
Q2 | $245K | Sell |
3,340
-965
| -22% | -$70.8K | 0.02% | 137 |
|
|
2020
Q1 | $286K | Buy |
4,305
+236
| +6% | +$15.7K | 0.03% | 114 |
|
|
2019
Q4 | $280K | Buy |
4,069
+460
| +13% | +$31.7K | 0.02% | 130 |
|
|
2019
Q3 | $265K | Sell |
3,609
-548
| -13% | -$40.2K | 0.02% | 123 |
|
|
2019
Q2 | $298K | Sell |
4,157
-261
| -6% | -$18.7K | 0.03% | 113 |
|
|
2019
Q1 | $303K | Hold |
4,418
| – | – | 0.03% | 113 |
|
|
2018
Q4 | $263K | Sell |
4,418
-404
| -8% | -$24.1K | 0.03% | 116 |
|
|
2018
Q3 | $323K | Buy |
4,822
+401
| +9% | +$26.9K | 0.03% | 108 |
|
|
2018
Q2 | $287K | Sell |
4,421
-76
| -2% | -$4.93K | 0.03% | 116 |
|
|
2018
Q1 | $322K | Sell |
4,497
-99
| -2% | -$7.09K | 0.03% | 105 |
|
|
2017
Q4 | $347K | Buy |
4,596
+10
| +0.2% | +$755 | 0.03% | 97 |
|
|
2017
Q3 | $334K | Sell |
4,586
-58
| -1% | -$4.22K | 0.03% | 94 |
|
|
2017
Q2 | $344K | Sell |
4,644
-445
| -9% | -$33K | 0.03% | 88 |
|
|
2017
Q1 | $372K | Buy |
5,089
+253
| +5% | +$18.5K | 0.04% | 82 |
|
|
2016
Q4 | $316K | Buy |
4,836
+3
| +0.1% | +$196 | 0.03% | 89 |
|
|
2016
Q3 | $358K | Sell |
4,833
-208
| -4% | -$15.4K | 0.04% | 85 |
|
|
2016
Q2 | $369K | Buy |
5,041
+638
| +14% | +$46.7K | 0.04% | 85 |
|
|
2016
Q1 | $311K | Hold |
4,403
| – | – | 0.04% | 88 |
|
|
2015
Q4 | $293K | Hold |
4,403
| – | – | 0.04% | 87 |
|
|
2015
Q3 | $279K | Sell |
4,403
-37
| -0.8% | -$2.35K | 0.04% | 88 |
|
|
2015
Q2 | $290K | Buy |
4,440
+640
| +17% | +$41.8K | 0.04% | 90 |
|
|
2015
Q1 | $263K | Hold |
3,800
| – | – | 0.03% | 96 |
|
|
2014
Q4 | $263K | Hold |
3,800
| – | – | 0.03% | 99 |
|
|
2014
Q3 | $248K | Buy |
3,800
+424
| +13% | +$27.7K | 0.03% | 102 |
|
|
2014
Q2 | $230K | Hold |
3,376
| – | – | 0.03% | 100 |
|
|
2014
Q1 | $219K | Hold |
3,376
| – | – | 0.03% | 96 |
|
|
2013
Q4 | $220K | Hold |
3,376
| – | – | 0.03% | 93 |
|
|
2013
Q3 | $200K | Buy |
+3,376
| New | +$200K | 0.03% | 89 |
|