Lee, Danner & Bass’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-166
| Closed | -$15.1K | – | 306 |
|
|
2024
Q4 | $15.1K | Buy |
+166
| New | +$15.1K | ﹤0.01% | 495 |
|
|
2022
Q1 | – | Sell |
-2,481
| Closed | -$212K | – | 205 |
|
|
2021
Q4 | $212K | Buy |
+2,481
| New | +$212K | 0.02% | 190 |
|
|
2021
Q3 | – | Sell |
-2,481
| Closed | -$202K | – | 200 |
|
|
2021
Q2 | $202K | Buy |
+2,481
| New | +$202K | 0.02% | 198 |
|
|
2021
Q1 | – | Sell |
-2,481
| Closed | -$212K | – | 196 |
|
|
2020
Q4 | $212K | Buy |
+2,481
| New | +$212K | 0.02% | 175 |
|
|
2018
Q4 | – | Sell |
-3,031
| Closed | -$203K | – | 173 |
|
|
2018
Q3 | $203K | Buy |
+3,031
| New | +$203K | 0.02% | 173 |
|
|
2018
Q2 | – | Sell |
-3,236
| Closed | -$232K | – | 173 |
|
|
2018
Q1 | $232K | Hold |
3,236
| – | – | 0.02% | 167 |
|
|
2017
Q4 | $244K | Sell |
3,236
-100
| -3% | -$7.54K | 0.02% | 167 |
|
|
2017
Q3 | $243K | Sell |
3,336
-85
| -2% | -$6.19K | 0.03% | 159 |
|
|
2017
Q2 | $254K | Buy |
3,421
+81
| +2% | +$6.01K | 0.03% | 158 |
|
|
2017
Q1 | $244K | Buy |
3,340
+4
| +0.1% | +$292 | 0.03% | 157 |
|
|
2016
Q4 | $218K | Sell |
3,336
-200
| -6% | -$13.1K | 0.03% | 158 |
|
|
2016
Q3 | $262K | Buy |
3,536
+205
| +6% | +$15.2K | 0.03% | 149 |
|
|
2016
Q2 | $244K | Hold |
3,331
| – | – | 0.03% | 151 |
|
|
2016
Q1 | $230K | Hold |
3,331
| – | – | 0.03% | 151 |
|
|
2015
Q4 | $222K | Sell |
3,331
-64
| -2% | -$4.27K | 0.03% | 152 |
|
|
2015
Q3 | $215K | Buy |
3,395
+150
| +5% | +$9.5K | 0.03% | 157 |
|
|
2015
Q2 | $212K | Hold |
3,245
| – | – | 0.03% | 158 |
|
|
2015
Q1 | $225K | Sell |
3,245
-73
| -2% | -$5.06K | 0.03% | 152 |
|
|
2014
Q4 | $230K | Sell |
3,318
-60
| -2% | -$4.16K | 0.03% | 151 |
|
|
2014
Q3 | $220K | Hold |
3,378
| – | – | 0.03% | 154 |
|
|
2014
Q2 | $230K | Hold |
3,378
| – | – | 0.03% | 149 |
|
|
2014
Q1 | $219K | Hold |
3,378
| – | – | 0.03% | 147 |
|
|
2013
Q4 | $220K | Sell |
3,378
-72
| -2% | -$4.69K | 0.03% | 142 |
|
|
2013
Q3 | $205K | Buy |
+3,450
| New | +$205K | 0.03% | 142 |
|