Financial Advocates Investment Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,207
| Closed | -$229K | – | 745 |
|
|
2024
Q3 | $229K | Buy |
2,207
+86
| +4% | +$8.93K | 0.01% | 678 |
|
|
2024
Q2 | $206K | Buy |
+2,121
| New | +$206K | 0.01% | 666 |
|
|
2023
Q1 | – | Sell |
-2,624
| Closed | -$207K | – | 746 |
|
|
2022
Q4 | $207K | Buy |
+2,624
| New | +$207K | 0.02% | 676 |
|
|
2022
Q2 | – | Sell |
-3,514
| Closed | -$267K | – | 702 |
|
|
2022
Q1 | $267K | Buy |
3,514
+805
| +30% | +$61.2K | 0.02% | 607 |
|
|
2021
Q4 | $232K | Sell |
2,709
-53
| -2% | -$4.54K | 0.01% | 682 |
|
|
2021
Q3 | $209K | Buy |
2,762
+117
| +4% | +$8.85K | 0.01% | 692 |
|
|
2021
Q2 | $215K | Sell |
2,645
-148
| -5% | -$12K | 0.01% | 675 |
|
|
2021
Q1 | $244K | Buy |
2,793
+149
| +6% | +$13K | 0.02% | 653 |
|
|
2020
Q4 | $226K | Buy |
+2,644
| New | +$226K | 0.02% | 646 |
|
|
2019
Q3 | – | Sell |
-3,495
| Closed | -$250K | – | 483 |
|
|
2019
Q2 | $250K | Buy |
3,495
+4
| +0.1% | +$286 | 0.03% | 396 |
|
|
2019
Q1 | $239K | Buy |
3,491
+4
| +0.1% | +$274 | 0.03% | 401 |
|
|
2018
Q4 | $208K | Buy |
3,487
+321
| +10% | +$19.1K | 0.03% | 401 |
|
|
2018
Q3 | $212K | Sell |
3,166
-33
| -1% | -$2.21K | 0.02% | 470 |
|
|
2018
Q2 | $207K | Sell |
3,199
-1,411
| -31% | -$91.3K | 0.03% | 457 |
|
|
2018
Q1 | $330K | Sell |
4,610
-248
| -5% | -$17.8K | 0.04% | 348 |
|
|
2017
Q4 | $367K | Buy |
+4,858
| New | +$367K | 0.05% | 315 |
|