First Foundation Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-965
| Closed | -$93.6K | – | 370 |
|
|
2024
Q2 | $93.6K | Sell |
965
-661
| -41% | -$61K | ﹤0.01% | 371 |
|
|
2024
Q1 | $146K | Buy |
1,626
+447
| +38% | +$37.9K | 0.01% | 356 |
|
|
2023
Q4 | $94K | Sell |
1,179
-4,047
| -77% | -$304K | ﹤0.01% | 386 |
|
|
2023
Q3 | $372K | Buy |
5,226
+136
| +3% | +$10.2K | 0.02% | 286 |
|
|
2023
Q2 | $392K | Buy |
5,090
+1,352
| +36% | +$105K | 0.02% | 271 |
|
|
2023
Q1 | $281K | Buy |
3,738
+221
| +6% | +$16.4K | 0.01% | 305 |
|
|
2022
Q4 | $277K | Buy |
+3,517
| New | +$264K | 0.01% | 317 |
|
|
2022
Q2 | – | Sell |
-3,152
| Closed | -$239K | – | 408 |
|
|
2022
Q1 | $239K | Buy |
3,152
+137
| +5% | +$10.9K | 0.01% | 371 |
|
|
2021
Q4 | $257K | Sell |
3,015
-31
| -1% | -$2.42K | 0.01% | 365 |
|
|
2021
Q3 | $230K | Sell |
3,046
-128
| -4% | -$10.2K | 0.01% | 392 |
|
|
2021
Q2 | $258K | Buy |
+3,174
| New | +$260K | 0.01% | 385 |
|
|
2021
Q1 | – | Sell |
-2,791
| Closed | -$239K | – | 420 |
|
|
2020
Q4 | $239K | Buy |
+2,791
| New | +$231K | 0.01% | 361 |
|
|
2020
Q3 | – | Sell |
-3,014
| Closed | -$221K | – | 374 |
|
|
2020
Q2 | $221K | Buy |
+3,014
| New | +$214K | 0.01% | 325 |
|
|
2019
Q4 | – | Sell |
-5,065
| Closed | -$372K | – | 353 |
|
|
2019
Q3 | $372K | Buy |
5,065
+1,055
| +26% | +$76.5K | 0.02% | 258 |
|
|
2019
Q2 | $287K | Sell |
4,010
-136
| -3% | -$9.65K | 0.02% | 285 |
|
|
2019
Q1 | $284K | Buy |
4,146
+31
| +0.8% | +$2K | 0.02% | 276 |
|
|
2018
Q4 | $245K | Buy |
4,115
+74
| +2% | +$4.63K | 0.02% | 336 |
|
|
2018
Q3 | $271K | Buy |
4,041
+21
| +0.5% | +$1.4K | 0.02% | 300 |
|
|
2018
Q2 | $261K | Sell |
4,020
-160
| -4% | -$10.5K | 0.02% | 281 |
|
|
2018
Q1 | $300K | Buy |
4,180
+21
| +0.5% | +$1.51K | 0.02% | 262 |
|
|
2017
Q4 | $314K | Sell |
4,159
-895
| -18% | -$65.4K | 0.02% | 272 |
|
|
2017
Q3 | $368K | Buy |
5,054
+961
| +23% | +$69.3K | 0.02% | 228 |
|
|
2017
Q2 | $303K | Sell |
4,093
-78
| -2% | -$5.79K | 0.02% | 252 |
|
|
2017
Q1 | $305K | Sell |
4,171
-417
| -9% | -$29.2K | 0.02% | 259 |
|
|
2016
Q4 | $300K | Sell |
4,588
-1,738
| -27% | -$119K | 0.02% | 251 |
|
|
2016
Q3 | $469K | Buy |
6,326
+3,383
| +115% | +$250K | 0.03% | 200 |
|
|
2016
Q2 | $215K | Sell |
2,943
-5,069
| -63% | -$361K | 0.02% | 268 |
|
|
2016
Q1 | $566K | Hold |
8,012
| – | – | 0.04% | 164 |
|
|
2015
Q4 | $534K | Buy |
8,012
+578
| +8% | +$38.5K | 0.04% | 173 |
|
|
2015
Q3 | $472K | Sell |
7,434
-600
| -7% | -$39.2K | 0.04% | 153 |
|
|
2015
Q2 | $526K | Sell |
8,034
-400
| -5% | -$27.1K | 0.04% | 148 |
|
|
2015
Q1 | $585K | Buy |
8,434
+440
| +6% | +$30.4K | 0.05% | 137 |
|
|
2014
Q4 | $553K | Sell |
7,994
-837
| -9% | -$56.5K | 0.05% | 140 |
|
|
2014
Q3 | $576K | Buy |
8,831
+1,277
| +17% | +$84.2K | 0.06% | 132 |
|
|
2014
Q2 | $515K | Sell |
7,554
-124
| -2% | -$8.31K | 0.06% | 129 |
|
|
2014
Q1 | $498K | Sell |
7,678
-396
| -5% | -$25K | 0.06% | 104 |
|
|
2013
Q4 | $527K | Buy |
8,074
+290
| +4% | +$18.6K | 0.07% | 97 |
|
|
2013
Q3 | $462K | Buy |
7,784
+30
| +0.4% | +$1.78K | 0.07% | 103 |
|
|
2013
Q2 | $444K | Buy |
+7,754
| New | +$460K | 0.09% | 83 |
|
Other funds holding CL
