Pinnacle Wealth Planning Services’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 |
-2,118
| Closed | -$220K | – | 421 |
|
|
2024
Q3 | $220K | Sell |
2,118
-9
| -0.4% | -$934 | 0.03% | 429 |
|
|
2024
Q2 | $206K | Buy |
+2,127
| New | +$206K | 0.03% | 418 |
|
|
2023
Q2 | – | Sell |
-2,855
| Closed | -$215K | – | 465 |
|
|
2023
Q1 | $215K | Sell |
2,855
-159
| -5% | -$11.9K | 0.04% | 366 |
|
|
2022
Q4 | $237K | Sell |
3,014
-1,424
| -32% | -$112K | 0.04% | 312 |
|
|
2022
Q3 | $312K | Buy |
4,438
+29
| +0.7% | +$2.04K | 0.06% | 226 |
|
|
2022
Q2 | $353K | Buy |
4,409
+211
| +5% | +$16.9K | 0.06% | 208 |
|
|
2022
Q1 | $318K | Sell |
4,198
-82
| -2% | -$6.21K | 0.06% | 257 |
|
|
2021
Q4 | $365K | Buy |
4,280
+713
| +20% | +$60.8K | 0.07% | 221 |
|
|
2021
Q3 | $270K | Buy |
3,567
+248
| +7% | +$18.8K | 0.06% | 256 |
|
|
2021
Q2 | $270K | Buy |
3,319
+24
| +0.7% | +$1.95K | 0.06% | 247 |
|
|
2021
Q1 | $260K | Buy |
3,295
+666
| +25% | +$52.6K | 0.07% | 235 |
|
|
2020
Q4 | $224K | Buy |
+2,629
| New | +$224K | 0.05% | 256 |
|