Operose 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
Q4 | – | Sell |
-124
| Closed | -$12.9K | – | 467 |
|
2024
Q3 | $12.9K | Hold |
124
| – | – | ﹤0.01% | 460 |
|
2024
Q2 | $12K | Hold |
124
| – | – | ﹤0.01% | 422 |
|
2024
Q1 | $11.2K | Hold |
124
| – | – | ﹤0.01% | 474 |
|
2023
Q4 | $9.88K | Sell |
124
-191
| -61% | -$15.2K | ﹤0.01% | 470 |
|
2023
Q3 | $22.4K | Buy |
+315
| New | +$22.4K | 0.01% | 461 |
|
2023
Q1 | – | Sell |
-1,078
| Closed | -$84.9K | – | 354 |
|
2022
Q4 | $84.9K | Buy |
1,078
+943
| +699% | +$74.3K | 0.05% | 125 |
|
2022
Q3 | $9K | Sell |
135
-460
| -77% | -$30.7K | 0.01% | 270 |
|
2022
Q2 | $48K | Hold |
595
| – | – | 0.03% | 141 |
|
2022
Q1 | $45K | Buy |
595
+460
| +341% | +$34.8K | 0.03% | 157 |
|
2021
Q4 | $12K | Buy |
+135
| New | +$12K | 0.01% | 246 |
|