Buckley Wealth Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,708
Closed -$204K 128
2023
Q1
$204K Hold
2,708
0.07% 100
2022
Q4
$213K Sell
2,708
-6,415
-70% -$505K 0.08% 104
2022
Q3
$641K Sell
9,123
-2,286
-20% -$161K 0.24% 73
2022
Q2
$914K Sell
11,409
-1,783
-14% -$143K 0.29% 59
2022
Q1
$1M Buy
13,192
+4,891
+59% +$371K 0.27% 66
2021
Q4
$708K Buy
8,301
+4,394
+112% +$375K 0.21% 87
2021
Q3
$295K Sell
3,907
-3,322
-46% -$251K 0.1% 110
2021
Q2
$588K Buy
7,229
+166
+2% +$13.5K 0.2% 82
2021
Q1
$557K Buy
7,063
+386
+6% +$30.4K 0.21% 78
2020
Q4
$571K Sell
6,677
-451
-6% -$38.6K 0.23% 70
2020
Q3
$550K Sell
7,128
-1,217
-15% -$93.9K 0.25% 68
2020
Q2
$611K Sell
8,345
-5
-0.1% -$366 0.28% 69
2020
Q1
$554K Buy
8,350
+1,460
+21% +$96.9K 0.3% 69
2019
Q4
$474K Buy
6,890
+95
+1% +$6.54K 0.22% 83
2019
Q3
$500K Sell
6,795
-360
-5% -$26.5K 0.24% 79
2019
Q2
$513K Sell
7,155
-130
-2% -$9.32K 0.24% 83
2019
Q1
$499K Sell
7,285
-468
-6% -$32.1K 0.24% 87
2018
Q4
$461K Sell
7,753
-183
-2% -$10.9K 0.24% 86
2018
Q3
$531K Sell
7,936
-172
-2% -$11.5K 0.23% 90
2018
Q2
$525K Buy
8,108
+494
+6% +$32K 0.25% 89
2018
Q1
$546K Buy
7,614
+499
+7% +$35.8K 0.27% 88
2017
Q4
$537K Buy
+7,115
New +$537K 0.27% 87