Fulcrum Equity 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 | – | Sell |
-2,300
| Closed | -$215K | – | 106 |
|
|
2025
Q1 | $215K | Sell |
2,300
-603
| -21% | -$56.5K | 0.24% | 89 |
|
|
2024
Q4 | $264K | Sell |
2,903
-2,377
| -45% | -$216K | 0.26% | 87 |
|
|
2024
Q3 | $548K | Buy |
5,280
+153
| +3% | +$15.9K | 0.46% | 72 |
|
|
2024
Q2 | $498K | Buy |
5,127
+444
| +9% | +$43.1K | 0.45% | 75 |
|
|
2024
Q1 | $422K | Buy |
4,683
+424
| +10% | +$38.2K | 0.5% | 67 |
|
|
2023
Q4 | $339K | Buy |
4,259
+146
| +4% | +$11.6K | 0.42% | 66 |
|
|
2023
Q3 | $292K | Buy |
4,113
+10
| +0.2% | +$711 | 0.34% | 71 |
|
|
2023
Q2 | $316K | Buy |
+4,103
| New | +$316K | 0.37% | 72 |
|
|
2022
Q1 | – | Sell |
-3,192
| Closed | -$272K | – | 121 |
|
|
2021
Q4 | $272K | Sell |
3,192
-90
| -3% | -$7.67K | 0.1% | 144 |
|
|
2021
Q3 | $248K | Buy |
3,282
+18
| +0.6% | +$1.36K | 0.1% | 151 |
|
|
2021
Q2 | $266K | Buy |
3,264
+250
| +8% | +$20.4K | 0.1% | 159 |
|
|
2021
Q1 | $238K | Sell |
3,014
-9
| -0.3% | -$711 | 0.09% | 156 |
|
|
2020
Q4 | $259K | Sell |
3,023
-354
| -10% | -$30.3K | 0.1% | 137 |
|
|
2020
Q3 | $261K | Sell |
3,377
-3,958
| -54% | -$306K | 0.12% | 125 |
|
|
2020
Q2 | $537K | Buy |
+7,335
| New | +$537K | 0.25% | 67 |
|