JIC
Joel Isaacson & Co’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
8,746
-500
| -5% | -$45.5K | 0.03% | 190 |
|
|
2025
Q1 | $866K | Sell |
9,246
-78
| -0.8% | -$7.31K | 0.04% | 167 |
|
|
2024
Q4 | $848K | Hold |
9,324
| – | – | 0.04% | 163 |
|
|
2024
Q3 | $968K | Sell |
9,324
-210
| -2% | -$21.8K | 0.05% | 148 |
|
|
2024
Q2 | $925K | Sell |
9,534
-3,538
| -27% | -$343K | 0.05% | 143 |
|
|
2024
Q1 | $1.18M | Sell |
13,072
-1,035
| -7% | -$93.2K | 0.06% | 122 |
|
|
2023
Q4 | $1.12M | Buy |
14,107
+1,135
| +9% | +$90.5K | 0.07% | 111 |
|
|
2023
Q3 | $922K | Hold |
12,972
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $999K | Buy |
12,972
+1,500
| +13% | +$116K | 0.07% | 124 |
|
|
2023
Q1 | $862K | Hold |
11,472
| – | – | 0.06% | 129 |
|
|
2022
Q4 | $904K | Hold |
11,472
| – | – | 0.07% | 120 |
|
|
2022
Q3 | $806K | Hold |
11,472
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $919K | Hold |
11,472
| – | – | 0.08% | 110 |
|
|
2022
Q1 | $918K | Hold |
11,472
| – | – | 0.07% | 117 |
|
|
2021
Q4 | $979K | Hold |
11,472
| – | – | 0.07% | 119 |
|
|
2021
Q3 | $867K | Sell |
11,472
-1,200
| -9% | -$90.7K | 0.07% | 125 |
|
|
2021
Q2 | $1.03M | Hold |
12,672
| – | – | 0.08% | 105 |
|
|
2021
Q1 | $999K | Hold |
12,672
| – | – | 0.09% | 93 |
|
|
2020
Q4 | $1.08M | Hold |
12,672
| – | – | 0.11% | 85 |
|
|
2020
Q3 | $978K | Hold |
12,672
| – | – | 0.13% | 81 |
|
|
2020
Q2 | $928K | Hold |
12,672
| – | – | 0.13% | 79 |
|
|
2020
Q1 | $841K | Buy |
12,672
+1,000
| +9% | +$66.4K | 0.15% | 72 |
|
|
2019
Q4 | $804K | Sell |
11,672
-282
| -2% | -$19.4K | 0.11% | 88 |
|
|
2019
Q3 | $879K | Sell |
11,954
-825
| -6% | -$60.7K | 0.13% | 78 |
|
|
2019
Q2 | $916K | Sell |
12,779
-7
| -0.1% | -$502 | 0.13% | 75 |
|
|
2019
Q1 | $876K | Hold |
12,786
| – | – | 0.13% | 89 |
|
|
2018
Q4 | $794K | Buy |
12,786
+832
| +7% | +$51.7K | 0.13% | 91 |
|
|
2018
Q3 | $800K | Hold |
11,954
| – | – | 0.13% | 84 |
|
|
2018
Q2 | $775K | Hold |
11,954
| – | – | 0.13% | 82 |
|
|
2018
Q1 | $857K | Hold |
11,954
| – | – | 0.15% | 73 |
|
|
2017
Q4 | $902K | Sell |
11,954
-138
| -1% | -$10.4K | 0.16% | 68 |
|
|
2017
Q3 | $881K | Hold |
12,092
| – | – | 0.16% | 67 |
|
|
2017
Q2 | $896K | Hold |
12,092
| – | – | 0.17% | 61 |
|
|
2017
Q1 | $885K | Sell |
12,092
-365
| -3% | -$26.7K | 0.17% | 57 |
|
|
2016
Q4 | $815K | Hold |
12,457
| – | – | 0.16% | 56 |
|
|
2016
Q3 | $924K | Sell |
12,457
-185
| -1% | -$13.7K | 0.19% | 52 |
|
|
2016
Q2 | $925K | Sell |
12,642
-1,500
| -11% | -$110K | 0.2% | 51 |
|
|
2016
Q1 | $999K | Hold |
14,142
| – | – | 0.22% | 49 |
|
|
2015
Q4 | $942K | Hold |
14,142
| – | – | 0.23% | 50 |
|
|
2015
Q3 | $897K | Hold |
14,142
| – | – | 0.24% | 47 |
|
|
2015
Q2 | $925K | Hold |
14,142
| – | – | 0.24% | 50 |
|
|
2015
Q1 | $981K | Buy |
14,142
+300
| +2% | +$20.8K | 0.25% | 49 |
|
|
2014
Q4 | $958K | Buy |
13,842
+1,442
| +12% | +$99.8K | 0.26% | 50 |
|
|
2014
Q3 | $809K | Buy |
12,400
+50
| +0.4% | +$3.26K | 0.25% | 52 |
|
|
2014
Q2 | $842K | Buy |
12,350
+200
| +2% | +$13.6K | 0.26% | 49 |
|
|
2014
Q1 | $788K | Hold |
12,150
| – | – | 0.26% | 49 |
|
|
2013
Q4 | $792K | Hold |
12,150
| – | – | 0.29% | 45 |
|
|
2013
Q3 | $720K | Buy |
12,150
+1,800
| +17% | +$107K | 0.29% | 45 |
|
|
2013
Q2 | $593K | Buy |
+10,350
| New | +$593K | 0.28% | 45 |
|