Nelson Capital Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-800
| Closed | -$59K | – | 135 |
|
|
2019
Q3 | $59K | Buy |
+800
| New | +$59K | 0.01% | 137 |
|
|
2018
Q1 | – | Sell |
-360
| Closed | -$27K | – | 274 |
|
|
2017
Q4 | $27K | Hold |
360
| – | – | 0.01% | 179 |
|
|
2017
Q3 | $26K | Sell |
360
-20
| -5% | -$1.44K | 0.01% | 166 |
|
|
2017
Q2 | $28K | Buy |
380
+20
| +6% | +$1.47K | 0.01% | 161 |
|
|
2017
Q1 | $26K | Sell |
360
-300
| -45% | -$21.7K | 0.01% | 170 |
|
|
2016
Q4 | $43K | Hold |
660
| – | – | 0.02% | 131 |
|
|
2016
Q3 | $49K | Hold |
660
| – | – | 0.02% | 123 |
|
|
2016
Q2 | $48K | Buy |
660
+300
| +83% | +$21.8K | 0.02% | 115 |
|
|
2016
Q1 | $25K | Hold |
360
| – | – | 0.01% | 148 |
|
|
2015
Q4 | $24K | Hold |
360
| – | – | 0.01% | 151 |
|
|
2015
Q3 | $23K | Sell |
360
-448
| -55% | -$28.6K | 0.01% | 158 |
|
|
2015
Q2 | $53K | Hold |
808
| – | – | 0.02% | 116 |
|
|
2015
Q1 | $56K | Buy |
808
+448
| +124% | +$31.1K | 0.02% | 111 |
|
|
2014
Q4 | $25K | Hold |
360
| – | – | 0.01% | 163 |
|
|
2014
Q3 | $23K | Sell |
360
-500
| -58% | -$31.9K | 0.01% | 177 |
|
|
2014
Q2 | $59K | Buy |
860
+360
| +72% | +$24.7K | 0.02% | 112 |
|
|
2014
Q1 | $32K | Sell |
500
-1,320
| -73% | -$84.5K | 0.01% | 129 |
|
|
2013
Q4 | $119K | Sell |
1,820
-140
| -7% | -$9.15K | 0.05% | 83 |
|
|
2013
Q3 | $116K | Hold |
1,960
| – | – | 0.06% | 84 |
|
|
2013
Q2 | $112K | Buy |
+1,960
| New | +$112K | 0.06% | 84 |
|