Reilly Financial Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $62K | Sell |
731
-50
| -6% | -$4.24K | ﹤0.01% | 367 |
|
|
2021
Q3 | $59K | Buy |
781
+101
| +15% | +$7.63K | 0.01% | 351 |
|
|
2021
Q2 | $55K | Sell |
680
-39
| -5% | -$3.15K | ﹤0.01% | 358 |
|
|
2021
Q1 | $57K | Sell |
719
-168
| -19% | -$13.3K | 0.01% | 341 |
|
|
2020
Q4 | $76K | Hold |
887
| – | – | 0.01% | 281 |
|
|
2020
Q3 | $68K | Sell |
887
-39
| -4% | -$2.99K | 0.01% | 268 |
|
|
2020
Q2 | $68K | Buy |
926
+27
| +3% | +$1.98K | 0.01% | 270 |
|
|
2020
Q1 | $60K | Hold |
899
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $62K | Buy |
899
+22
| +3% | +$1.52K | 0.01% | 305 |
|
|
2019
Q3 | $64K | Sell |
877
-39
| -4% | -$2.85K | 0.01% | 312 |
|
|
2019
Q2 | $66K | Sell |
916
-24
| -3% | -$1.73K | 0.01% | 312 |
|
|
2019
Q1 | $64K | Hold |
940
| – | – | 0.01% | 301 |
|
|
2018
Q4 | $56K | Hold |
940
| – | – | 0.01% | 309 |
|
|
2018
Q3 | $63K | Hold |
940
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $61K | Sell |
940
-400
| -30% | -$26K | 0.01% | 282 |
|
|
2018
Q1 | $96K | Sell |
1,340
-32
| -2% | -$2.29K | 0.01% | 222 |
|
|
2017
Q4 | $104K | Hold |
1,372
| – | – | 0.01% | 224 |
|
|
2017
Q3 | $100K | Buy |
1,372
+63
| +5% | +$4.59K | 0.02% | 214 |
|
|
2017
Q2 | $97K | Hold |
1,309
| – | – | 0.01% | 215 |
|
|
2017
Q1 | $96K | Hold |
1,309
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $86K | Buy |
1,309
+89
| +7% | +$5.85K | 0.01% | 211 |
|
|
2016
Q3 | $90K | Hold |
1,220
| – | – | 0.02% | 203 |
|
|
2016
Q2 | $89K | Hold |
1,220
| – | – | 0.02% | 205 |
|
|
2016
Q1 | $86K | Hold |
1,220
| – | – | 0.01% | 225 |
|
|
2015
Q4 | $81K | Hold |
1,220
| – | – | 0.01% | 238 |
|
|
2015
Q3 | $77K | Sell |
1,220
-600
| -33% | -$37.9K | 0.01% | 299 |
|
|
2015
Q2 | $119K | Sell |
1,820
-100
| -5% | -$6.54K | 0.02% | 253 |
|
|
2015
Q1 | $133K | Hold |
1,920
| – | – | 0.02% | 219 |
|
|
2014
Q4 | $133K | Hold |
1,920
| – | – | 0.03% | 165 |
|
|
2014
Q3 | $125K | Hold |
1,920
| – | – | 0.03% | 160 |
|
|
2014
Q2 | $131K | Hold |
1,920
| – | – | 0.03% | 153 |
|
|
2014
Q1 | $125K | Hold |
1,920
| – | – | 0.03% | 157 |
|
|
2013
Q4 | $125K | Buy |
1,920
+500
| +35% | +$32.6K | 0.03% | 142 |
|
|
2013
Q3 | $84K | Sell |
1,420
-250
| -15% | -$14.8K | 0.02% | 156 |
|
|
2013
Q2 | $96K | Buy |
+1,670
| New | +$96K | 0.03% | 145 |
|