JFS Wealth Advisors’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 | $27.6K | Sell |
304
-11
| -3% | -$1K | ﹤0.01% | 585 |
|
|
2025
Q1 | $29.5K | Buy |
315
+15
| +5% | +$1.41K | ﹤0.01% | 576 |
|
|
2024
Q4 | $27.3K | Hold |
300
| – | – | ﹤0.01% | 576 |
|
|
2024
Q3 | $31.1K | Buy |
300
+6
| +2% | +$623 | ﹤0.01% | 543 |
|
|
2024
Q2 | $28.5K | Sell |
294
-74
| -20% | -$7.18K | ﹤0.01% | 519 |
|
|
2024
Q1 | $33.1K | Sell |
368
-16
| -4% | -$1.44K | ﹤0.01% | 514 |
|
|
2023
Q4 | $30.6K | Buy |
384
+7
| +2% | +$558 | ﹤0.01% | 494 |
|
|
2023
Q3 | $26.8K | Buy |
377
+37
| +11% | +$2.63K | ﹤0.01% | 479 |
|
|
2023
Q2 | $26.2K | Buy |
340
+39
| +13% | +$3.01K | ﹤0.01% | 480 |
|
|
2023
Q1 | $22.6K | Sell |
301
-33
| -10% | -$2.48K | ﹤0.01% | 500 |
|
|
2022
Q4 | $26.3K | Hold |
334
| – | – | ﹤0.01% | 477 |
|
|
2022
Q3 | $23K | Buy |
334
+1
| +0.3% | +$69 | ﹤0.01% | 542 |
|
|
2022
Q2 | $27K | Buy |
333
+12
| +4% | +$973 | ﹤0.01% | 524 |
|
|
2022
Q1 | $24K | Buy |
321
+104
| +48% | +$7.78K | ﹤0.01% | 558 |
|
|
2021
Q4 | $19K | Buy |
217
+46
| +27% | +$4.03K | ﹤0.01% | 571 |
|
|
2021
Q3 | $13K | Hold |
171
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $14K | Hold |
171
| – | – | ﹤0.01% | 408 |
|
|
2021
Q1 | $13K | Buy |
171
+70
| +69% | +$5.32K | ﹤0.01% | 390 |
|
|
2020
Q4 | $9K | Hold |
101
| – | – | ﹤0.01% | 422 |
|
|
2020
Q3 | $8K | Hold |
101
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 404 |
|
|
2020
Q1 | $7K | Sell |
101
-115
| -53% | -$7.97K | ﹤0.01% | 366 |
|
|
2019
Q4 | $15K | Buy |
216
+100
| +86% | +$6.94K | ﹤0.01% | 336 |
|
|
2019
Q3 | $9K | Buy |
116
+15
| +15% | +$1.16K | ﹤0.01% | 373 |
|
|
2019
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 388 |
|
|
2019
Q1 | $7K | Hold |
101
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 374 |
|
|
2018
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 432 |
|
|
2018
Q2 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 390 |
|
|
2017
Q4 | – | Sell |
-60
| Closed | -$4K | – | 535 |
|
|
2017
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 400 |
|
|
2017
Q2 | $4K | Sell |
60
-150
| -71% | -$10K | ﹤0.01% | 379 |
|
|
2017
Q1 | $14K | Hold |
210
| – | – | ﹤0.01% | 332 |
|
|
2016
Q4 | $14K | Hold |
210
| – | – | ﹤0.01% | 332 |
|
|
2016
Q3 | $16K | Hold |
210
| – | – | ﹤0.01% | 348 |
|
|
2016
Q2 | $15K | Sell |
210
-12
| -5% | -$857 | ﹤0.01% | 355 |
|
|
2016
Q1 | $16K | Sell |
222
-138
| -38% | -$9.95K | ﹤0.01% | 342 |
|
|
2015
Q4 | $24K | Buy |
360
+300
| +500% | +$20K | 0.01% | 311 |
|
|
2015
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 404 |
|
|
2015
Q2 | $4K | Sell |
60
-390
| -87% | -$26K | ﹤0.01% | 418 |
|
|
2015
Q1 | $31K | Hold |
450
| – | – | 0.01% | 227 |
|
|
2014
Q4 | $31K | Hold |
450
| – | – | ﹤0.01% | 243 |
|
|
2014
Q3 | $29K | Sell |
450
-600
| -57% | -$38.7K | 0.01% | 229 |
|
|
2014
Q2 | $72K | Buy |
+1,050
| New | +$72K | 0.01% | 147 |
|