Oxford Financial Group’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,073
| Closed | -$314K | – | 269 |
|
|
2023
Q2 | $314K | Buy |
4,073
+8
| +0.2% | +$616 | 0.03% | 175 |
|
|
2023
Q1 | $305K | Sell |
4,065
-313
| -7% | -$23.5K | 0.03% | 146 |
|
|
2022
Q4 | $345K | Buy |
4,378
+367
| +9% | +$28.9K | 0.04% | 139 |
|
|
2022
Q3 | $282K | Sell |
4,011
-54
| -1% | -$3.8K | 0.04% | 143 |
|
|
2022
Q2 | $326K | Buy |
4,065
+54
| +1% | +$4.33K | 0.05% | 141 |
|
|
2022
Q1 | $304K | Hold |
4,011
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $342K | Sell |
4,011
-4
| -0.1% | -$341 | 0.04% | 154 |
|
|
2021
Q3 | $303K | Buy |
4,015
+4
| +0.1% | +$302 | 0.04% | 149 |
|
|
2021
Q2 | $326K | Sell |
4,011
-83
| -2% | -$6.75K | 0.04% | 141 |
|
|
2021
Q1 | $323K | Hold |
4,094
| – | – | 0.04% | 139 |
|
|
2020
Q4 | $350K | Sell |
4,094
-80
| -2% | -$6.84K | 0.05% | 138 |
|
|
2020
Q3 | $322K | Buy |
4,174
+210
| +5% | +$16.2K | 0.05% | 127 |
|
|
2020
Q2 | $290K | Hold |
3,964
| – | – | 0.05% | 128 |
|
|
2020
Q1 | $263K | Buy |
+3,964
| New | +$263K | 0.05% | 127 |
|