Crewe Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
1,205
-1
| -0.1% | -$91 | 0.02% | 208 |
|
|
2025
Q1 | $113K | Sell |
1,206
-55
| -4% | -$5.15K | 0.02% | 186 |
|
|
2024
Q4 | $115K | Sell |
1,261
-994
| -44% | -$90.4K | 0.02% | 193 |
|
|
2024
Q3 | $234K | Buy |
2,255
+7
| +0.3% | +$727 | 0.03% | 138 |
|
|
2024
Q2 | $218K | Buy |
2,248
+985
| +78% | +$95.6K | 0.02% | 170 |
|
|
2024
Q1 | $114K | Buy |
+1,263
| New | +$114K | 0.01% | 256 |
|
|
2023
Q4 | – | Sell |
-561
| Closed | -$39.9K | – | 463 |
|
|
2023
Q3 | $39.9K | Sell |
561
-6
| -1% | -$427 | 0.01% | 157 |
|
|
2023
Q2 | $43.7K | Buy |
567
+17
| +3% | +$1.31K | 0.01% | 281 |
|
|
2023
Q1 | $41.3K | Sell |
550
-79
| -13% | -$5.94K | 0.01% | 332 |
|
|
2022
Q4 | $49.6K | Sell |
629
-158
| -20% | -$12.4K | 0.01% | 305 |
|
|
2022
Q3 | $55K | Buy |
787
+153
| +24% | +$10.7K | 0.01% | 305 |
|
|
2022
Q2 | $51K | Buy |
634
+134
| +27% | +$10.8K | 0.01% | 293 |
|
|
2022
Q1 | $38K | Hold |
500
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $43K | Buy |
+500
| New | +$43K | 0.01% | 200 |
|
|
2020
Q4 | – | Sell |
-49
| Closed | -$4K | – | 484 |
|
|
2020
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 387 |
|