Guardian Capital Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $342K | Hold |
3,345
| – | – | 0.03% | 142 |
|
|
2024
Q2 | $326K | Hold |
3,345
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $290K | Sell |
3,345
-770
| -19% | -$66.8K | 0.03% | 148 |
|
|
2023
Q4 | $331K | Buy |
4,115
+100
| +2% | +$8.04K | 0.03% | 143 |
|
|
2023
Q3 | $277K | Buy |
4,015
+200
| +5% | +$13.8K | 0.03% | 151 |
|
|
2023
Q2 | $287K | Sell |
3,815
-5
| -0.1% | -$376 | 0.03% | 145 |
|
|
2023
Q1 | $291K | Hold |
3,820
| – | – | 0.03% | 132 |
|
|
2022
Q4 | $294K | Hold |
3,820
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $264K | Hold |
3,820
| – | – | 0.03% | 136 |
|
|
2022
Q2 | $299K | Buy |
3,820
+115
| +3% | +$9K | 0.03% | 141 |
|
|
2022
Q1 | $300K | Sell |
3,705
-2,140
| -37% | -$173K | 0.03% | 144 |
|
|
2021
Q4 | $484K | Sell |
5,845
-800
| -12% | -$66.2K | 0.05% | 135 |
|
|
2021
Q3 | $499K | Sell |
6,645
-250
| -4% | -$18.8K | 0.05% | 129 |
|
|
2021
Q2 | $563K | Buy |
6,895
+250
| +4% | +$20.4K | 0.06% | 124 |
|
|
2021
Q1 | $528K | Buy |
6,645
+1,072
| +19% | +$85.2K | 0.06% | 124 |
|
|
2020
Q4 | $471K | Sell |
5,573
-647
| -10% | -$54.7K | 0.06% | 121 |
|
|
2020
Q3 | $497K | Buy |
6,220
+250
| +4% | +$20K | 0.08% | 110 |
|
|
2020
Q2 | $322K | Buy |
+5,970
| New | +$322K | 0.06% | 119 |
|
|
2020
Q1 | – | Sell |
-2,870
| Closed | -$202K | – | 141 |
|
|
2019
Q4 | $202K | Buy |
+2,870
| New | +$202K | 0.03% | 154 |
|
|
2018
Q1 | – | Sell |
-2,740
| Closed | -$212K | – | 164 |
|
|
2017
Q4 | $212K | Buy |
+2,740
| New | +$212K | 0.03% | 158 |
|
|
2015
Q2 | – | Sell |
-2,400
| Closed | -$209K | – | 178 |
|
|
2015
Q1 | $209K | Buy |
+2,400
| New | +$209K | 0.03% | 177 |
|