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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