Rockbridge Investment Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,161
| Closed | -$202K | – | 135 |
|
|
2025
Q1 | $202K | Buy |
+2,161
| New | +$202K | 0.02% | 130 |
|
|
2024
Q4 | – | Sell |
-2,161
| Closed | -$224K | – | 133 |
|
|
2024
Q3 | $224K | Sell |
2,161
-25
| -1% | -$2.6K | 0.03% | 117 |
|
|
2024
Q2 | $212K | Buy |
+2,186
| New | +$212K | 0.03% | 111 |
|
|
2024
Q1 | – | Sell |
-2,191
| Closed | -$175K | – | 208 |
|
|
2023
Q4 | $175K | Buy |
+2,191
| New | +$175K | 0.03% | 126 |
|
|
2022
Q3 | – | Sell |
-191
| Closed | -$15.3K | – | 187 |
|
|
2022
Q2 | $15.3K | Hold |
191
| – | – | ﹤0.01% | 321 |
|
|
2022
Q1 | $14.6K | Hold |
191
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $16K | Hold |
191
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $14K | Buy |
191
+21
| +12% | +$1.54K | ﹤0.01% | 476 |
|
|
2021
Q2 | $14K | Buy |
170
+5
| +3% | +$412 | ﹤0.01% | 469 |
|
|
2021
Q1 | $13K | Sell |
165
-114
| -41% | -$8.98K | ﹤0.01% | 469 |
|
|
2020
Q4 | $24K | Buy |
279
+139
| +99% | +$12K | ﹤0.01% | 390 |
|
|
2020
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 455 |
|
|
2020
Q2 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 423 |
|