Sterling Investment Advisors (Pennsylvania)’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,077
| Closed | -$86K | – | 192 |
|
|
2022
Q2 | $86K | Hold |
1,077
| – | – | 0.03% | 191 |
|
|
2022
Q1 | $82K | Hold |
1,077
| – | – | 0.02% | 213 |
|
|
2021
Q4 | $92K | Hold |
1,077
| – | – | 0.03% | 201 |
|
|
2021
Q3 | $81K | Hold |
1,077
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $88K | Sell |
1,077
-55
| -5% | -$4.49K | 0.03% | 208 |
|
|
2021
Q1 | $89K | Buy |
1,132
+55
| +5% | +$4.32K | 0.03% | 197 |
|
|
2020
Q4 | $92K | Hold |
1,077
| – | – | 0.03% | 183 |
|
|
2020
Q3 | $83K | Hold |
1,077
| – | – | 0.03% | 176 |
|
|
2020
Q2 | $78K | Hold |
1,077
| – | – | 0.03% | 178 |
|
|
2020
Q1 | $71K | Buy |
1,077
+269
| +33% | +$17.7K | 0.04% | 165 |
|
|
2019
Q4 | $55K | Hold |
808
| – | – | 0.03% | 194 |
|
|
2019
Q3 | $59K | Buy |
808
+357
| +79% | +$26.1K | 0.03% | 191 |
|
|
2019
Q2 | $32K | Hold |
451
| – | – | 0.02% | 254 |
|
|
2019
Q1 | $31K | Hold |
451
| – | – | 0.02% | 256 |
|
|
2018
Q4 | $26K | Hold |
451
| – | – | 0.02% | 260 |
|
|
2018
Q3 | $30K | Hold |
451
| – | – | 0.02% | 278 |
|
|
2018
Q2 | $29K | Hold |
451
| – | – | 0.02% | 258 |
|
|
2018
Q1 | $32K | Hold |
451
| – | – | 0.02% | 245 |
|
|
2017
Q4 | $34K | Hold |
451
| – | – | 0.02% | 219 |
|
|
2017
Q3 | $33K | Hold |
451
| – | – | 0.02% | 214 |
|
|
2017
Q2 | $33K | Hold |
451
| – | – | 0.02% | 211 |
|
|
2017
Q1 | $33K | Hold |
451
| – | – | 0.02% | 201 |
|
|
2016
Q4 | $30K | Buy |
+451
| New | +$30K | 0.02% | 182 |
|