Reilly Financial Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $62K | Sell |
731
-50
| -6% | -$3.9K | ﹤0.01% | 368 |
|
|
2021
Q3 | $59K | Buy |
781
+101
| +15% | +$8.02K | 0.01% | 351 |
|
|
2021
Q2 | $55K | Sell |
680
-39
| -5% | -$3.19K | ﹤0.01% | 359 |
|
|
2021
Q1 | $57K | Sell |
719
-168
| -19% | -$13.2K | 0.01% | 341 |
|
|
2020
Q4 | $76K | Hold |
887
| – | – | 0.01% | 281 |
|
|
2020
Q3 | $68K | Sell |
887
-39
| -4% | -$2.97K | 0.01% | 268 |
|
|
2020
Q2 | $68K | Buy |
926
+27
| +3% | +$1.92K | 0.01% | 270 |
|
|
2020
Q1 | $60K | Hold |
899
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $62K | Buy |
899
+22
| +3% | +$1.5K | 0.01% | 305 |
|
|
2019
Q3 | $64K | Sell |
877
-39
| -4% | -$2.83K | 0.01% | 312 |
|
|
2019
Q2 | $66K | Sell |
916
-24
| -3% | -$1.7K | 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% | -$26.2K | 0.01% | 282 |
|
|
2018
Q1 | $96K | Sell |
1,340
-32
| -2% | -$2.3K | 0.01% | 222 |
|
|
2017
Q4 | $104K | Hold |
1,372
| – | – | 0.01% | 224 |
|
|
2017
Q3 | $100K | Buy |
1,372
+63
| +5% | +$4.54K | 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% | +$6.1K | 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% | 294 |
|
|
2015
Q4 | $81K | Hold |
1,220
| – | – | 0.01% | 308 |
|
|
2015
Q3 | $77K | Sell |
1,220
-600
| -33% | -$39.2K | 0.01% | 299 |
|
|
2015
Q2 | $119K | Sell |
1,820
-100
| -5% | -$6.78K | 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% | +$32K | 0.03% | 142 |
|
|
2013
Q3 | $84K | Sell |
1,420
-250
| -15% | -$14.8K | 0.02% | 156 |
|
|
2013
Q2 | $96K | Buy |
+1,670
| New | +$99.1K | 0.03% | 145 |
|
Other funds holding CL
Reilly Financial Advisors's CL Position: Q4 2021 in Review
Reilly Financial Advisors reduced its Colgate-Palmolive (CL) stake by 6.4% in Q4 2021, selling an estimated $3.9K and leaving 731 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #368.
Reilly Financial Advisors first reported a position in CL in Q2 2013 and has held it in 35 quarters since. The position peaked at $133K in Q1 2015. 1,705 funds tracked by Wall St. Rank hold CL as of Q4 2021.
- Reilly Financial Advisors held 731 shares of Colgate-Palmolive worth $62K as of Q4 2021.
- Reilly Financial Advisors sold 50 Colgate-Palmolive shares in Q4 2021, an estimated $3.9K.
- Colgate-Palmolive made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #368 holding.
- Reilly Financial Advisors first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 35 quarters since.
- Reilly Financial Advisors's Colgate-Palmolive position peaked at $133K in Q1 2015.
- 1,705 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.