Burney Company’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.45M | Sell |
28,784
-96
| -0.3% | -$8.56K | 0.08% | 198 |
|
|
2025
Q4 | $2.28M | Buy |
28,880
+1,263
| +5% | +$99K | 0.07% | 225 |
|
|
2025
Q3 | $2.21M | Buy |
27,617
+579
| +2% | +$49.4K | 0.07% | 222 |
|
|
2025
Q2 | $2.46M | Buy |
27,038
+2,839
| +12% | +$259K | 0.08% | 201 |
|
|
2025
Q1 | $2.27M | Buy |
24,199
+652
| +3% | +$58.4K | 0.08% | 192 |
|
|
2024
Q4 | $2.14M | Buy |
23,547
+1,030
| +5% | +$98.3K | 0.08% | 210 |
|
|
2024
Q3 | $2.34M | Buy |
22,517
+524
| +2% | +$53.4K | 0.08% | 196 |
|
|
2024
Q2 | $2.13M | Buy |
21,993
+180
| +0.8% | +$16.6K | 0.08% | 217 |
|
|
2024
Q1 | $1.96M | Buy |
21,813
+2,160
| +11% | +$183K | 0.07% | 237 |
|
|
2023
Q4 | $1.57M | Buy |
19,653
+331
| +2% | +$24.9K | 0.07% | 268 |
|
|
2023
Q3 | $1.37M | Buy |
19,322
+1,249
| +7% | +$93.4K | 0.06% | 269 |
|
|
2023
Q2 | $1.39M | Buy |
18,073
+1,390
| +8% | +$108K | 0.06% | 280 |
|
|
2023
Q1 | $1.25M | Buy |
16,683
+585
| +4% | +$43.5K | 0.06% | 279 |
|
|
2022
Q4 | $1.27M | Sell |
16,098
-220
| -1% | -$16.5K | 0.06% | 271 |
|
|
2022
Q3 | $1.15M | Sell |
16,318
-197
| -1% | -$15.4K | 0.06% | 274 |
|
|
2022
Q2 | $1.32M | Hold |
16,515
| – | – | 0.07% | 267 |
|
|
2022
Q1 | $1.25M | Buy |
16,515
+140
| +0.9% | +$11.1K | 0.06% | 299 |
|
|
2021
Q4 | $1.4M | Sell |
16,375
-85
| -0.5% | -$6.64K | 0.06% | 277 |
|
|
2021
Q3 | $1.24M | Buy |
16,460
+285
| +2% | +$22.6K | 0.06% | 281 |
|
|
2021
Q2 | $1.32M | Buy |
16,175
+250
| +2% | +$20.4K | 0.06% | 289 |
|
|
2021
Q1 | $1.25M | Sell |
15,925
-465
| -3% | -$36.4K | 0.06% | 285 |
|
|
2020
Q4 | $1.4M | Buy |
16,390
+70
| +0.4% | +$5.79K | 0.08% | 252 |
|
|
2020
Q3 | $1.26M | Buy |
16,320
+401
| +3% | +$30.6K | 0.08% | 249 |
|
|
2020
Q2 | $1.17M | Sell |
15,919
-409
| -3% | -$29.1K | 0.08% | 251 |
|
|
2020
Q1 | $1.08M | Buy |
16,328
+12,595
| +337% | +$888K | 0.08% | 223 |
|
|
2019
Q4 | $257K | Buy |
+3,733
| New | +$255K | 0.01% | 418 |
|
|
2018
Q1 | – | Sell |
-2,777
| Closed | -$210K | – | 417 |
|
|
2017
Q4 | $210K | Sell |
2,777
-513
| -16% | -$37.5K | 0.01% | 413 |
|
|
2017
Q3 | $241K | Hold |
3,290
| – | – | 0.02% | 358 |
|
|
2017
Q2 | $244K | Sell |
3,290
-125
| -4% | -$9.28K | 0.02% | 355 |
|
|
2017
Q1 | $250K | Sell |
3,415
-1,650
| -33% | -$115K | 0.02% | 339 |
|
|
2016
Q4 | $331K | Sell |
5,065
-120
| -2% | -$8.23K | 0.02% | 307 |
|
|
2016
Q3 | $382K | Sell |
5,185
-350
| -6% | -$25.9K | 0.03% | 289 |
|
|
2016
Q2 | $405K | Hold |
5,535
| – | – | 0.03% | 287 |
|
|
2016
Q1 | $391K | Buy |
5,535
+2,165
| +64% | +$144K | 0.03% | 296 |
|
|
2015
Q4 | $225K | Sell |
3,370
-450
| -12% | -$29.9K | 0.02% | 345 |
|
|
2015
Q3 | $242K | Buy |
3,820
+750
| +24% | +$49K | 0.02% | 328 |
|
|
2015
Q2 | $201K | Sell |
3,070
-20
| -0.6% | -$1.36K | 0.01% | 387 |
|
|
2015
Q1 | $214K | Buy |
+3,090
| New | +$214K | 0.01% | 387 |
|
|
2014
Q2 | – | Sell |
-4,386
| Closed | -$285K | – | 399 |
|
|
2014
Q1 | $285K | Sell |
4,386
-20
| -0.5% | -$1.26K | 0.03% | 346 |
|
|
2013
Q4 | $287K | Sell |
4,406
-5,280
| -55% | -$338K | 0.03% | 355 |
|
|
2013
Q3 | $574K | Sell |
9,686
-2,492
| -20% | -$148K | 0.06% | 256 |
|
|
2013
Q2 | $698K | Buy |
+12,178
| New | +$723K | 0.09% | 222 |
|
Other funds holding CL
VCM
DAM
VPM