Collective Family Office’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,165
| Closed | -$225K | – | 166 |
|
|
2024
Q3 | $225K | Sell |
2,165
-126
| -5% | -$13.1K | 0.06% | 164 |
|
|
2024
Q2 | $222K | Hold |
2,291
| – | – | 0.07% | 165 |
|
|
2024
Q1 | $206K | Buy |
+2,291
| New | +$206K | 0.07% | 170 |
|
|
2023
Q3 | – | Sell |
-2,602
| Closed | -$200K | – | 169 |
|
|
2023
Q2 | $200K | Buy |
+2,602
| New | +$200K | 0.08% | 174 |
|
|
2023
Q1 | – | Sell |
-2,653
| Closed | -$209K | – | 170 |
|
|
2022
Q4 | $209K | Buy |
+2,653
| New | +$209K | 0.09% | 162 |
|
|
2022
Q3 | – | Sell |
-2,884
| Closed | -$231K | – | 173 |
|
|
2022
Q2 | $231K | Sell |
2,884
-100
| -3% | -$8.01K | 0.1% | 168 |
|
|
2022
Q1 | $226K | Sell |
2,984
-9
| -0.3% | -$682 | 0.09% | 177 |
|
|
2021
Q4 | $255K | Buy |
2,993
+143
| +5% | +$12.2K | 0.1% | 164 |
|
|
2021
Q3 | $215K | Sell |
2,850
-138
| -5% | -$10.4K | 0.09% | 165 |
|
|
2021
Q2 | $243K | Sell |
2,988
-300
| -9% | -$24.4K | 0.1% | 160 |
|
|
2021
Q1 | $259K | Buy |
+3,288
| New | +$259K | 0.13% | 145 |
|