Edgemoor Investment 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
Q1 | – | Sell |
-2,233
| Closed | -$203K | – | 164 |
|
2024
Q4 | $203K | Hold |
2,233
| – | – | 0.02% | 165 |
|
2024
Q3 | $232K | Sell |
2,233
-85
| -4% | -$8.82K | 0.02% | 160 |
|
2024
Q2 | $225K | Hold |
2,318
| – | – | 0.02% | 154 |
|
2024
Q1 | $209K | Buy |
+2,318
| New | +$209K | 0.02% | 161 |
|
2020
Q4 | – | Sell |
-2,623
| Closed | -$202K | – | 134 |
|
2020
Q3 | $202K | Buy |
+2,623
| New | +$202K | 0.03% | 122 |
|
2019
Q3 | – | Sell |
-2,797
| Closed | -$200K | – | 135 |
|
2019
Q2 | $200K | Buy |
+2,797
| New | +$200K | 0.03% | 135 |
|
2018
Q2 | – | Sell |
-2,797
| Closed | -$201K | – | 137 |
|
2018
Q1 | $201K | Sell |
2,797
-200
| -7% | -$14.4K | 0.03% | 140 |
|
2017
Q4 | $226K | Sell |
2,997
-207
| -6% | -$15.6K | 0.03% | 132 |
|
2017
Q3 | $233K | Hold |
3,204
| – | – | 0.03% | 132 |
|
2017
Q2 | $238K | Hold |
3,204
| – | – | 0.03% | 124 |
|
2017
Q1 | $235K | Sell |
3,204
-4
| -0.1% | -$293 | 0.03% | 118 |
|
2016
Q4 | $210K | Sell |
3,208
-196
| -6% | -$12.8K | 0.03% | 112 |
|
2016
Q3 | $252K | Hold |
3,404
| – | – | 0.04% | 110 |
|
2016
Q2 | $249K | Hold |
3,404
| – | – | 0.04% | 110 |
|
2016
Q1 | $241K | Sell |
3,404
-100
| -3% | -$7.08K | 0.04% | 112 |
|
2015
Q4 | $233K | Hold |
3,504
| – | – | 0.04% | 126 |
|
2015
Q3 | $222K | Hold |
3,504
| – | – | 0.03% | 131 |
|
2015
Q2 | $229K | Hold |
3,504
| – | – | 0.03% | 130 |
|
2015
Q1 | $243K | Buy |
3,504
+504
| +17% | +$35K | 0.03% | 123 |
|
2014
Q4 | $208K | Buy |
+3,000
| New | +$208K | 0.03% | 131 |
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$205K | – | 135 |
|
2014
Q2 | $205K | Buy |
+3,000
| New | +$205K | 0.03% | 133 |
|