IFG Advisory’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 | – | Sell |
-2,308
| Closed | -$224K | – | 421 |
|
2024
Q2 | $224K | Buy |
+2,308
| New | +$224K | 0.01% | 566 |
|
2024
Q1 | – | Sell |
-2,611
| Closed | -$208K | – | 403 |
|
2023
Q4 | $208K | Buy |
+2,611
| New | +$208K | 0.02% | 548 |
|
2021
Q3 | – | Sell |
-2,477
| Closed | -$201K | – | 480 |
|
2021
Q2 | $201K | Sell |
2,477
-399
| -14% | -$32.4K | 0.02% | 460 |
|
2021
Q1 | $226K | Buy |
2,876
+430
| +18% | +$33.8K | 0.03% | 442 |
|
2020
Q4 | $209K | Buy |
+2,446
| New | +$209K | 0.03% | 434 |
|
2019
Q4 | – | Sell |
-3,338
| Closed | -$245K | – | 407 |
|
2019
Q3 | $245K | Sell |
3,338
-1,028
| -24% | -$75.5K | 0.05% | 340 |
|
2019
Q2 | $312K | Buy |
4,366
+296
| +7% | +$21.2K | 0.06% | 265 |
|
2019
Q1 | $278K | Sell |
4,070
-42
| -1% | -$2.87K | 0.05% | 272 |
|
2018
Q4 | $244K | Sell |
4,112
-277
| -6% | -$16.4K | 0.06% | 269 |
|
2018
Q3 | $293K | Sell |
4,389
-95
| -2% | -$6.34K | 0.06% | 299 |
|
2018
Q2 | $290K | Buy |
4,484
+341
| +8% | +$22.1K | 0.06% | 276 |
|
2018
Q1 | $297K | Buy |
4,143
+38
| +0.9% | +$2.72K | 0.07% | 267 |
|
2017
Q4 | $309K | Buy |
+4,105
| New | +$309K | 0.07% | 255 |
|