Pacific Capital Wealth Advisors’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 | – | Sell |
-200
| Closed | -$18.2K | – | 139 |
|
|
2024
Q4 | $18.2K | Hold |
200
| – | – | ﹤0.01% | 228 |
|
|
2024
Q3 | $20.8K | Sell |
200
-369
| -65% | -$38.3K | ﹤0.01% | 234 |
|
|
2024
Q2 | $55.2K | Buy |
569
+369
| +185% | +$35.8K | 0.01% | 145 |
|
|
2024
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 196 |
|
|
2023
Q4 | $15.9K | Buy |
+200
| New | +$15.9K | ﹤0.01% | 208 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$15K | – | 90 |
|
|
2020
Q3 | $15K | Buy |
+200
| New | +$15K | 0.01% | 157 |
|