Montecito Bank & Trust’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 | $1.22M | Buy |
13,001
+681
| +6% | +$63.8K | 0.22% | 110 |
|
|
2024
Q4 | $1.12M | Buy |
12,320
+1,018
| +9% | +$92.5K | 0.19% | 120 |
|
|
2024
Q3 | $1.17M | Buy |
11,302
+4,851
| +75% | +$504K | 0.2% | 115 |
|
|
2024
Q2 | $626K | Buy |
6,451
+2,642
| +69% | +$256K | 0.13% | 153 |
|
|
2024
Q1 | $343K | Buy |
+3,809
| New | +$343K | 0.07% | 219 |
|
|
2017
Q1 | – | Sell |
-850
| Closed | -$56K | – | 220 |
|
|
2016
Q4 | $56K | Buy |
+850
| New | +$56K | 0.02% | 279 |
|