McDaniel Terry & Co’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,932
| Closed | -$201K | – | 101 |
|
|
2024
Q3 | $201K | Buy |
+1,932
| New | +$201K | 0.02% | 96 |
|
|
2023
Q2 | – | Sell |
-2,877
| Closed | -$216K | – | 91 |
|
|
2023
Q1 | $216K | Hold |
2,877
| – | – | 0.02% | 86 |
|
|
2022
Q4 | $227K | Hold |
2,877
| – | – | 0.03% | 82 |
|
|
2022
Q3 | $202K | Hold |
2,877
| – | – | 0.03% | 88 |
|
|
2022
Q2 | $231K | Hold |
2,877
| – | – | 0.03% | 86 |
|
|
2022
Q1 | $218K | Buy |
+2,877
| New | +$218K | 0.02% | 89 |
|
|
2018
Q3 | – | Sell |
-4,268
| Closed | -$277K | – | 64 |
|
|
2018
Q2 | $277K | Hold |
4,268
| – | – | 0.05% | 56 |
|
|
2018
Q1 | $306K | Hold |
4,268
| – | – | 0.06% | 48 |
|
|
2017
Q4 | $322K | Hold |
4,268
| – | – | 0.06% | 47 |
|
|
2017
Q3 | $311K | Sell |
4,268
-63
| -1% | -$4.59K | 0.06% | 48 |
|
|
2017
Q2 | $321K | Hold |
4,331
| – | – | 0.06% | 47 |
|
|
2017
Q1 | $317K | Hold |
4,331
| – | – | 0.06% | 49 |
|
|
2016
Q4 | $283K | Sell |
4,331
-115
| -3% | -$7.51K | 0.06% | 53 |
|
|
2016
Q3 | $330K | Hold |
4,446
| – | – | 0.07% | 46 |
|
|
2016
Q2 | $325K | Buy |
+4,446
| New | +$325K | 0.07% | 50 |
|