Lee Financial’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$15.9K | – | 274 |
|
|
2023
Q4 | $15.9K | Hold |
200
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $14.2K | Buy |
+200
| New | +$14.2K | ﹤0.01% | 356 |
|
|
2023
Q1 | – | Sell |
-19
| Closed | -$1.5K | – | 828 |
|
|
2022
Q4 | $1.5K | Hold |
19
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $1K | Buy |
19
+10
| +111% | +$526 | ﹤0.01% | 740 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 772 |
|
|
2021
Q3 | – | Sell |
-450
| Closed | -$37K | – | 700 |
|
|
2021
Q2 | $37K | Hold |
450
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $35K | Hold |
450
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $38K | Sell |
450
-29
| -6% | -$2.45K | 0.01% | 228 |
|
|
2020
Q3 | $37K | Hold |
479
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $35K | Hold |
479
| – | – | 0.01% | 233 |
|
|
2020
Q1 | $32K | Hold |
479
| – | – | 0.01% | 202 |
|
|
2019
Q4 | $33K | Hold |
479
| – | – | 0.01% | 216 |
|
|
2019
Q3 | $35K | Hold |
479
| – | – | 0.01% | 210 |
|
|
2019
Q2 | $34K | Hold |
479
| – | – | 0.01% | 219 |
|
|
2019
Q1 | $33K | Sell |
479
-371
| -44% | -$25.6K | 0.01% | 209 |
|
|
2018
Q4 | $51K | Hold |
850
| – | – | 0.01% | 179 |
|
|
2018
Q3 | $57K | Sell |
850
-151
| -15% | -$10.1K | 0.01% | 185 |
|
|
2018
Q2 | $65K | Hold |
1,001
| – | – | 0.02% | 245 |
|
|
2018
Q1 | $72K | Buy |
1,001
+151
| +18% | +$10.9K | 0.02% | 235 |
|
|
2017
Q4 | $64K | Hold |
850
| – | – | 0.02% | 178 |
|
|
2017
Q3 | $62K | Hold |
850
| – | – | 0.02% | 167 |
|
|
2017
Q2 | $63K | Hold |
850
| – | – | 0.02% | 177 |
|
|
2017
Q1 | $62K | Hold |
850
| – | – | 0.02% | 161 |
|
|
2016
Q4 | $56K | Buy |
+850
| New | +$56K | 0.03% | 168 |
|