Charles Schwab Investment Advisory’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,369,629
| Closed | -$232M | – | 70 |
|
2019
Q4 | $232M | Buy |
3,369,629
+181,933
| +6% | +$12.5M | 0.33% | 87 |
|
2019
Q3 | $234M | Buy |
3,187,696
+118,934
| +4% | +$8.74M | 0.36% | 85 |
|
2019
Q2 | $220M | Buy |
3,068,762
+97,521
| +3% | +$6.99M | 0.35% | 84 |
|
2019
Q1 | $204M | Buy |
2,971,241
+136,505
| +5% | +$9.36M | 0.34% | 85 |
|
2018
Q4 | $169M | Buy |
2,834,736
+76,853
| +3% | +$4.57M | 0.32% | 92 |
|
2018
Q3 | $185M | Buy |
2,757,883
+75,398
| +3% | +$5.05M | 0.32% | 89 |
|
2018
Q2 | $174M | Buy |
+2,682,485
| New | +$174M | 0.32% | 88 |
|