CBA
Coastal Bridge Advisors’s Colgate-Palmolive CL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $292K | Buy |
+3,213
| New | +$292K | 0.02% | 360 |
|
2025
Q1 | – | Sell |
-2,409
| Closed | -$219K | – | 285 |
|
2024
Q4 | $219K | Hold |
2,409
| – | – | 0.06% | 146 |
|
2024
Q3 | $250K | Buy |
2,409
+9
| +0.4% | +$934 | 0.06% | 139 |
|
2024
Q2 | $233K | Hold |
2,400
| – | – | 0.06% | 138 |
|
2024
Q1 | $216K | Sell |
2,400
-3,542
| -60% | -$319K | 0.05% | 148 |
|
2023
Q4 | $474K | Sell |
5,942
-194
| -3% | -$15.5K | 0.12% | 103 |
|
2023
Q3 | $436K | Sell |
6,136
-1,700
| -22% | -$121K | 0.12% | 102 |
|
2023
Q2 | $604K | Hold |
7,836
| – | – | 0.15% | 84 |
|
2023
Q1 | $589K | Hold |
7,836
| – | – | 0.15% | 83 |
|
2022
Q4 | $617K | Hold |
7,836
| – | – | 0.18% | 76 |
|
2022
Q3 | $550K | Hold |
7,836
| – | – | 0.15% | 80 |
|
2022
Q2 | $628K | Hold |
7,836
| – | – | 0.19% | 75 |
|
2022
Q1 | $594K | Hold |
7,836
| – | – | 0.14% | 80 |
|
2021
Q4 | $669K | Hold |
7,836
| – | – | 0.14% | 89 |
|
2021
Q3 | $592K | Hold |
7,836
| – | – | 0.14% | 76 |
|
2021
Q2 | $637K | Sell |
7,836
-2,564
| -25% | -$208K | 0.13% | 74 |
|
2021
Q1 | $820K | Buy |
10,400
+1,200
| +13% | +$94.6K | 0.15% | 59 |
|
2020
Q4 | $787K | Hold |
9,200
| – | – | 0.16% | 57 |
|
2020
Q3 | $710K | Hold |
9,200
| – | – | 0.22% | 60 |
|
2020
Q2 | $674K | Sell |
9,200
-8
| -0.1% | -$586 | 0.22% | 57 |
|
2020
Q1 | $611K | Hold |
9,208
| – | – | 0.22% | 61 |
|
2019
Q4 | $634K | Hold |
9,208
| – | – | 0.16% | 63 |
|
2019
Q3 | $677K | Hold |
9,208
| – | – | 0.23% | 60 |
|
2019
Q2 | $660K | Hold |
9,208
| – | – | 0.2% | 60 |
|
2019
Q1 | $631K | Hold |
9,208
| – | – | 0.22% | 61 |
|
2018
Q4 | $548K | Hold |
9,208
| – | – | 0.22% | 63 |
|
2018
Q3 | $616K | Hold |
9,208
| – | – | 0.23% | 56 |
|
2018
Q2 | $597K | Hold |
9,208
| – | – | 0.24% | 56 |
|
2018
Q1 | $660K | Hold |
9,208
| – | – | 0.24% | 54 |
|
2017
Q4 | $692K | Hold |
9,208
| – | – | 0.22% | 55 |
|
2017
Q3 | $671K | Hold |
9,208
| – | – | 0.22% | 53 |
|
2017
Q2 | $683K | Hold |
9,208
| – | – | 0.23% | 50 |
|
2017
Q1 | $674K | Hold |
9,208
| – | – | 0.23% | 43 |
|
2016
Q4 | $603K | Buy |
9,208
+1,200
| +15% | +$78.6K | 0.23% | 45 |
|
2016
Q3 | $594K | Hold |
8,008
| – | – | 0.29% | 28 |
|
2016
Q2 | $586K | Hold |
8,008
| – | – | 0.31% | 30 |
|
2016
Q1 | $566K | Hold |
8,008
| – | – | 0.4% | 27 |
|
2015
Q4 | $533K | Buy |
+8,008
| New | +$533K | 0.3% | 30 |
|