Great Diamond Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,910
| Closed | -$355K | – | 228 |
|
|
2025
Q2 | $355K | Buy |
+3,910
| New | +$357K | 0.08% | 171 |
|
|
2024
Q4 | – | Sell |
-2,109
| Closed | -$219K | – | 189 |
|
|
2024
Q3 | $219K | Buy |
2,109
+11
| +0.5% | +$1.12K | 0.06% | 181 |
|
|
2024
Q2 | $204K | Buy |
+2,098
| New | +$194K | 0.05% | 206 |
|
|
2024
Q1 | – | Sell |
-3,384
| Closed | -$270K | – | 226 |
|
|
2023
Q4 | $270K | Sell |
3,384
-7
| -0.2% | -$526 | 0.07% | 193 |
|
|
2023
Q3 | $241K | Buy |
3,391
+43
| +1% | +$3.21K | 0.07% | 199 |
|
|
2023
Q2 | $258K | Buy |
3,348
+86
| +3% | +$6.66K | 0.07% | 188 |
|
|
2023
Q1 | $245K | Sell |
3,262
-755
| -19% | -$56.1K | 0.07% | 192 |
|
|
2022
Q4 | $316K | Buy |
4,017
+24
| +0.6% | +$1.8K | 0.1% | 154 |
|
|
2022
Q3 | $280K | Sell |
3,993
-39
| -1% | -$3.06K | 0.1% | 161 |
|
|
2022
Q2 | $323K | Buy |
4,032
+8
| +0.2% | +$626 | 0.11% | 154 |
|
|
2022
Q1 | $305K | Sell |
4,024
-3,263
| -45% | -$258K | 0.08% | 171 |
|
|
2021
Q4 | $621K | Hold |
7,287
| – | – | 0.16% | 114 |
|
|
2021
Q3 | $550K | Sell |
7,287
-810
| -10% | -$64.3K | 0.15% | 113 |
|
|
2021
Q2 | $658K | Buy |
8,097
+64
| +0.8% | +$5.23K | 0.19% | 106 |
|
|
2021
Q1 | $633K | Sell |
8,033
-131
| -2% | -$10.3K | 0.19% | 107 |
|
|
2020
Q4 | $698K | Sell |
8,164
-1,685
| -17% | -$139K | 0.22% | 80 |
|
|
2020
Q3 | $759K | Buy |
9,849
+852
| +9% | +$65K | 0.28% | 69 |
|
|
2020
Q2 | $659K | Sell |
8,997
-735
| -8% | -$52.2K | 0.27% | 69 |
|
|
2020
Q1 | $645K | Sell |
9,732
-412
| -4% | -$29.1K | 0.33% | 61 |
|
|
2019
Q4 | $698K | Buy |
+10,144
| New | +$692K | 0.27% | 68 |
|
Other funds holding CL
