Brown Shipley & Co’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600
| Closed | -$62.3K | – | 67 |
|
|
2024
Q3 | $62.3K | Hold |
600
| – | – | 0.03% | 54 |
|
|
2024
Q2 | $58.2K | Sell |
600
-388
| -39% | -$37.7K | 0.03% | 54 |
|
|
2024
Q1 | $88K | Sell |
988
-1,149
| -54% | -$102K | 0.03% | 68 |
|
|
2023
Q4 | $170K | Sell |
2,137
-3,162
| -60% | -$252K | 0.08% | 54 |
|
|
2023
Q3 | $377K | Buy |
5,299
+350
| +7% | +$24.9K | 0.21% | 46 |
|
|
2023
Q2 | $381K | Buy |
4,949
+1,405
| +40% | +$108K | 0.16% | 57 |
|
|
2023
Q1 | $266K | Buy |
+3,544
| New | +$266K | 0.17% | 48 |
|