Eagle Ridge Investment Management’s Colgate-Palmolive CL Stock Holding History

Eagle Ridge Investment Management’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.47M	Sell	16,144 -8	-0%	-$727	0.13%	58
2024 Q3	$1.68M	Buy	16,152 +8	+0%	+$830	0.15%	56
2024 Q2	$1.57M	Hold	16,144	–	–	0.15%	59
2024 Q1	$1.45M	Sell	16,144 -2,213	-12%	-$199K	0.13%	61
2023 Q4	$1.46M	Buy	18,357 +1,800	+11%	+$143K	0.14%	63
2023 Q3	$1.18M	Sell	16,557 -800	-5%	-$56.9K	0.13%	64
2023 Q2	$1.34M	Buy	17,357 +800	+5%	+$61.6K	0.14%	63
2023 Q1	$1.24M	Hold	16,557	–	–	0.14%	67
2022 Q4	$1.3M	Hold	16,557	–	–	0.15%	68
2022 Q3	$1.16M	Hold	16,557	–	–	0.15%	70
2022 Q2	$1.33M	Hold	16,557	–	–	0.16%	69
2022 Q1	$1.26M	Hold	16,557	–	–	0.13%	73
2021 Q4	$1.41M	Hold	16,557	–	–	0.15%	74
2021 Q3	$1.25M	Hold	16,557	–	–	0.14%	72
2021 Q2	$1.35M	Sell	16,557 -131	-0.8%	-$10.7K	0.16%	68
2021 Q1	$1.32M	Sell	16,688 -1,000	-6%	-$78.8K	0.16%	69
2020 Q4	$1.51M	Hold	17,688	–	–	0.19%	67
2020 Q3	$1.37M	Buy	17,688 +68	+0.4%	+$5.25K	0.19%	65
2020 Q2	$1.29M	Hold	17,620	–	–	0.2%	65
2020 Q1	$1.17M	Hold	17,620	–	–	0.2%	65
2019 Q4	$1.21M	Hold	17,620	–	–	0.16%	70
2019 Q3	$1.3M	Hold	17,620	–	–	0.19%	69
2019 Q2	$1.26M	Hold	17,620	–	–	0.18%	71
2019 Q1	$1.21M	Hold	17,620	–	–	0.18%	71
2018 Q4	$1.05M	Hold	17,620	–	–	0.18%	71
2018 Q3	$1.18M	Sell	17,620 -5,800	-25%	-$388K	0.17%	73
2018 Q2	$1.52M	Hold	23,420	–	–	0.23%	68
2018 Q1	$1.68M	Sell	23,420 -1,500	-6%	-$108K	0.26%	68
2017 Q4	$1.88M	Hold	24,920	–	–	0.29%	67
2017 Q3	$1.82M	Buy	+24,920	New	+$1.82M	0.3%	68
2017 Q2	–	Sell	-9,600	Closed	-$703K	–	139
2017 Q1	$703K	Hold	9,600	–	–	0.14%	81
2016 Q4	$628K	Sell	9,600 -600	-6%	-$39.3K	0.13%	84
2016 Q3	$756K	Sell	10,200 -128	-1%	-$9.49K	0.17%	82
2016 Q2	$756K	Buy	10,328 +478	+5%	+$35K	0.17%	83
2016 Q1	$696K	Hold	9,850	–	–	0.16%	85
2015 Q4	$656K	Buy	9,850 +250	+3%	+$16.7K	0.16%	85
2015 Q3	$609K	Buy	+9,600	New	+$609K	0.16%	83