Excalibur Management’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 | $229K | Sell |
2,520
-10
| -0.4% | -$909 | 0.09% | 154 |
|
2025
Q1 | $237K | Hold |
2,530
| – | – | 0.09% | 149 |
|
2024
Q4 | $230K | Sell |
2,530
-25
| -1% | -$2.27K | 0.09% | 152 |
|
2024
Q3 | $265K | Sell |
2,555
-50
| -2% | -$5.19K | 0.1% | 145 |
|
2024
Q2 | $253K | Sell |
2,605
-50
| -2% | -$4.85K | 0.1% | 143 |
|
2024
Q1 | $239K | Buy |
2,655
+40
| +2% | +$3.6K | 0.1% | 144 |
|
2023
Q4 | $208K | Buy |
+2,615
| New | +$208K | 0.1% | 150 |
|
2022
Q3 | – | Sell |
-2,560
| Closed | -$205K | – | 151 |
|
2022
Q2 | $205K | Buy |
+2,560
| New | +$205K | 0.11% | 142 |
|
2022
Q1 | – | Sell |
-2,678
| Closed | -$229K | – | 156 |
|
2021
Q4 | $229K | Hold |
2,678
| – | – | 0.09% | 148 |
|
2021
Q3 | $202K | Hold |
2,678
| – | – | 0.09% | 151 |
|
2021
Q2 | $218K | Buy |
2,678
+38
| +1% | +$3.09K | 0.1% | 149 |
|
2021
Q1 | $208K | Sell |
2,640
-25
| -0.9% | -$1.97K | 0.1% | 145 |
|
2020
Q4 | $228K | Sell |
2,665
-25
| -0.9% | -$2.14K | 0.12% | 132 |
|
2020
Q3 | $208K | Buy |
+2,690
| New | +$208K | 0.13% | 122 |
|