Doyle Wealth Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$327K Sell
4,653
-2
-0% -$141 0.03% 155
2022
Q2
$373K Sell
4,655
-710
-13% -$56.9K 0.03% 152
2022
Q1
$407K Sell
5,365
-75
-1% -$5.69K 0.03% 166
2021
Q4
$464K Hold
5,440
0.03% 148
2021
Q3
$411K Sell
5,440
-271
-5% -$20.5K 0.03% 152
2021
Q2
$465K Sell
5,711
-34
-0.6% -$2.77K 0.04% 144
2021
Q1
$453K Buy
+5,745
New +$453K 0.04% 145
2020
Q3
Sell
-6,166
Closed -$452K 192
2020
Q2
$452K Sell
6,166
-57
-0.9% -$4.18K 0.06% 121
2020
Q1
$413K Sell
6,223
-719
-10% -$47.7K 0.07% 114
2019
Q4
$478K Sell
6,942
-7,077
-50% -$487K 0.06% 125
2019
Q3
$1.03M Hold
14,019
0.14% 80
2019
Q2
$1.01M Sell
14,019
-7,700
-35% -$552K 0.14% 75
2019
Q1
$1.55M Sell
21,719
-6,638
-23% -$475K 0.23% 58
2018
Q4
$1.69M Buy
28,357
+221
+0.8% +$13.2K 0.29% 51
2018
Q3
$1.88M Buy
28,136
+32
+0.1% +$2.14K 0.29% 55
2018
Q2
$1.82M Buy
28,104
+1,154
+4% +$74.8K 0.3% 56
2018
Q1
$1.93M Buy
26,950
+971
+4% +$69.6K 0.33% 57
2017
Q4
$1.96M Buy
+25,979
New +$1.96M 0.33% 55