Morton Brown Family Wealth’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 |
-29
| Closed | -$2.31K | – | 233 |
|
|
2023
Q4 | $2.31K | Buy |
+29
| New | +$2.31K | ﹤0.01% | 236 |
|
|
2022
Q4 | – | Sell |
-522
| Closed | -$37K | – | 178 |
|
|
2022
Q3 | $37K | Sell |
522
-76
| -13% | -$5.39K | 0.03% | 73 |
|
|
2022
Q2 | $48K | Sell |
598
-2
| -0.3% | -$161 | 0.04% | 66 |
|
|
2022
Q1 | $45K | Hold |
600
| – | – | 0.03% | 71 |
|
|
2021
Q4 | $51K | Buy |
+600
| New | +$51K | 0.04% | 73 |
|