Stokes Family Office’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,071
| Closed | -$361K | – | 241 |
|
|
2023
Q3 | $361K | Sell |
5,071
-289
| -5% | -$20.6K | 0.04% | 216 |
|
|
2023
Q2 | $413K | Buy |
5,360
+559
| +12% | +$43.1K | 0.05% | 202 |
|
|
2023
Q1 | $361K | Sell |
4,801
-215
| -4% | -$16.2K | 0.05% | 202 |
|
|
2022
Q4 | $395K | Buy |
5,016
+2,111
| +73% | +$166K | 0.05% | 187 |
|
|
2022
Q3 | $204K | Sell |
2,905
-355
| -11% | -$24.9K | 0.03% | 251 |
|
|
2022
Q2 | $261K | Buy |
3,260
+567
| +21% | +$45.4K | 0.04% | 224 |
|
|
2022
Q1 | $204K | Sell |
2,693
-1,464
| -35% | -$111K | 0.03% | 243 |
|
|
2021
Q4 | $355K | Buy |
4,157
+1,111
| +36% | +$94.9K | 0.04% | 175 |
|
|
2021
Q3 | $230K | Sell |
3,046
-2,489
| -45% | -$188K | 0.03% | 205 |
|
|
2021
Q2 | $450K | Buy |
5,535
+1,046
| +23% | +$85K | 0.06% | 149 |
|
|
2021
Q1 | $354K | Sell |
4,489
-875
| -16% | -$69K | 0.06% | 155 |
|
|
2020
Q4 | $459K | Buy |
5,364
+2,091
| +64% | +$179K | 0.09% | 115 |
|
|
2020
Q3 | $252K | Buy |
+3,273
| New | +$252K | 0.06% | 133 |
|