Mezzasalma Advisors’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 |
-4,362
| Closed | -$348K | – | 102 |
|
|
2023
Q4 | $348K | Sell |
4,362
-15
| -0.3% | -$1.2K | 0.19% | 61 |
|
|
2023
Q3 | $311K | Sell |
4,377
-90
| -2% | -$6.4K | 0.19% | 62 |
|
|
2023
Q2 | $344K | Hold |
4,467
| – | – | 0.21% | 59 |
|
|
2023
Q1 | $336K | Hold |
4,467
| – | – | 0.24% | 59 |
|
|
2022
Q4 | $352K | Sell |
4,467
-475
| -10% | -$37.4K | 0.31% | 52 |
|
|
2022
Q3 | $347K | Hold |
4,942
| – | – | 0.28% | 50 |
|
|
2022
Q2 | $396K | Hold |
4,942
| – | – | 0.33% | 47 |
|
|
2022
Q1 | $375K | Sell |
4,942
-100
| -2% | -$7.59K | 0.23% | 58 |
|
|
2021
Q4 | $430K | Buy |
5,042
+85
| +2% | +$7.25K | 0.23% | 56 |
|
|
2021
Q3 | $375K | Hold |
4,957
| – | – | 0.21% | 57 |
|
|
2021
Q2 | $403K | Hold |
4,957
| – | – | 0.22% | 55 |
|
|
2021
Q1 | $391K | Sell |
4,957
-45
| -0.9% | -$3.55K | 0.25% | 53 |
|
|
2020
Q4 | $428K | Buy |
+5,002
| New | +$428K | 0.27% | 51 |
|