CFA
Capstone Financial Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
4,817
-266
| -5% | -$24.2K | 0.03% | 101 |
|
|
2025
Q1 | $476K | Hold |
5,083
| – | – | 0.03% | 93 |
|
|
2024
Q4 | $462K | Hold |
5,083
| – | – | 0.03% | 91 |
|
|
2024
Q3 | $528K | Buy |
5,083
+17
| +0.3% | +$1.77K | 0.03% | 87 |
|
|
2024
Q2 | $492K | Buy |
5,066
+266
| +6% | +$25.8K | 0.03% | 89 |
|
|
2024
Q1 | $432K | Hold |
4,800
| – | – | 0.03% | 91 |
|
|
2023
Q4 | $383K | Hold |
4,800
| – | – | 0.03% | 97 |
|
|
2023
Q3 | $341K | Hold |
4,800
| – | – | 0.03% | 97 |
|
|
2023
Q2 | $370K | Hold |
4,800
| – | – | 0.03% | 90 |
|
|
2023
Q1 | $361K | Hold |
4,800
| – | – | 0.03% | 88 |
|
|
2022
Q4 | $378K | Hold |
4,800
| – | – | 0.03% | 84 |
|
|
2022
Q3 | $337K | Sell |
4,800
-111
| -2% | -$7.79K | 0.03% | 89 |
|
|
2022
Q2 | $394K | Hold |
4,911
| – | – | 0.03% | 84 |
|
|
2022
Q1 | $372K | Sell |
4,911
-748
| -13% | -$56.7K | 0.03% | 98 |
|
|
2021
Q4 | $483K | Hold |
5,659
| – | – | 0.03% | 80 |
|
|
2021
Q3 | $428K | Hold |
5,659
| – | – | 0.03% | 76 |
|
|
2021
Q2 | $460K | Buy |
+5,659
| New | +$460K | 0.04% | 75 |
|
|
2021
Q1 | – | Sell |
-3,111
| Closed | -$266K | – | 133 |
|
|
2020
Q4 | $266K | Sell |
3,111
-394
| -11% | -$33.7K | 0.03% | 87 |
|
|
2020
Q3 | $270K | Buy |
+3,505
| New | +$270K | 0.03% | 80 |
|
|
2020
Q1 | – | Sell |
-3,428
| Closed | -$236K | – | 102 |
|
|
2019
Q4 | $236K | Buy |
3,428
+150
| +5% | +$10.3K | 0.03% | 76 |
|
|
2019
Q3 | $241K | Buy |
+3,278
| New | +$241K | 0.04% | 75 |
|