Rothschild Investment LLC’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 | $489K | Buy |
5,375
+247
| +5% | +$22.5K | 0.03% | 347 |
|
|
2025
Q1 | $480K | Sell |
5,128
-720
| -12% | -$67.5K | 0.03% | 342 |
|
|
2024
Q4 | $532K | Sell |
5,848
-39
| -0.7% | -$3.55K | 0.03% | 330 |
|
|
2024
Q3 | $611K | Sell |
5,887
-646
| -10% | -$67.1K | 0.04% | 306 |
|
|
2024
Q2 | $634K | Buy |
6,533
+912
| +16% | +$88.5K | 0.04% | 296 |
|
|
2024
Q1 | $506K | Buy |
5,621
+215
| +4% | +$19.4K | 0.04% | 324 |
|
|
2023
Q4 | $431K | Buy |
5,406
+535
| +11% | +$42.6K | 0.04% | 301 |
|
|
2023
Q3 | $346K | Sell |
4,871
-135
| -3% | -$9.59K | 0.03% | 359 |
|
|
2023
Q2 | $386K | Buy |
5,006
+190
| +4% | +$14.7K | 0.03% | 336 |
|
|
2023
Q1 | $362K | Buy |
4,816
+15
| +0.3% | +$1.13K | 0.03% | 342 |
|
|
2022
Q4 | $378K | Sell |
4,801
-595
| -11% | -$46.8K | 0.03% | 328 |
|
|
2022
Q3 | $379K | Hold |
5,396
| – | – | 0.04% | 318 |
|
|
2022
Q2 | $432K | Hold |
5,396
| – | – | 0.04% | 318 |
|
|
2022
Q1 | $409K | Hold |
5,396
| – | – | 0.03% | 352 |
|
|
2021
Q4 | $460K | Sell |
5,396
-86
| -2% | -$7.33K | 0.04% | 343 |
|
|
2021
Q3 | $414K | Sell |
5,482
-858
| -14% | -$64.8K | 0.03% | 341 |
|
|
2021
Q2 | $516K | Buy |
6,340
+86
| +1% | +$7K | 0.04% | 318 |
|
|
2021
Q1 | $493K | Sell |
6,254
-858
| -12% | -$67.6K | 0.04% | 311 |
|
|
2020
Q4 | $608K | Buy |
7,112
+858
| +14% | +$73.4K | 0.06% | 259 |
|
|
2020
Q3 | $482K | Buy |
6,254
+2,668
| +74% | +$206K | 0.05% | 267 |
|
|
2020
Q2 | $263K | Sell |
3,586
-200
| -5% | -$14.7K | 0.03% | 339 |
|
|
2020
Q1 | $251K | Sell |
3,786
-200
| -5% | -$13.3K | 0.03% | 334 |
|
|
2019
Q4 | $274K | Hold |
3,986
| – | – | 0.03% | 376 |
|
|
2019
Q3 | $293K | Hold |
3,986
| – | – | 0.03% | 311 |
|
|
2019
Q2 | $286K | Hold |
3,986
| – | – | 0.03% | 311 |
|
|
2019
Q1 | $273K | Buy |
3,986
+142
| +4% | +$9.73K | 0.03% | 313 |
|
|
2018
Q4 | $229K | Sell |
3,844
-266
| -6% | -$15.8K | 0.03% | 323 |
|
|
2018
Q3 | $275K | Hold |
4,110
| – | – | 0.03% | 318 |
|
|
2018
Q2 | $266K | Hold |
4,110
| – | – | 0.03% | 316 |
|
|
2018
Q1 | $295K | Sell |
4,110
-58
| -1% | -$4.16K | 0.04% | 304 |
|
|
2017
Q4 | $314K | Sell |
4,168
-2,220
| -35% | -$167K | 0.03% | 329 |
|
|
2017
Q3 | $465K | Sell |
6,388
-200
| -3% | -$14.6K | 0.05% | 287 |
|
|
2017
Q2 | $488K | Buy |
6,588
+3,425
| +108% | +$254K | 0.06% | 286 |
|
|
2017
Q1 | $231K | Hold |
3,163
| – | – | 0.03% | 398 |
|
|
2016
Q4 | $207K | Hold |
3,163
| – | – | 0.02% | 405 |
|
|
2016
Q3 | $235K | Hold |
3,163
| – | – | 0.03% | 392 |
|
|
2016
Q2 | $232K | Hold |
3,163
| – | – | 0.03% | 403 |
|
|
2016
Q1 | $223K | Hold |
3,163
| – | – | 0.03% | 397 |
|
|
2015
Q4 | $211K | Buy |
+3,163
| New | +$211K | 0.03% | 420 |
|
|
2014
Q1 | – | Sell |
-3,164
| Closed | -$206K | – | 414 |
|
|
2013
Q4 | $206K | Buy |
+3,164
| New | +$206K | 0.03% | 380 |
|