Surevest’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 | $3.52M | Buy |
50,101
+497
| +1% | +$34.9K | 0.96% | 38 |
|
|
2022
Q2 | $3.98M | Buy |
49,604
+1,539
| +3% | +$123K | 1.04% | 32 |
|
|
2022
Q1 | $3.65M | Sell |
48,065
-12,084
| -20% | -$916K | 0.88% | 46 |
|
|
2021
Q4 | $5.13M | Buy |
60,149
+50
| +0.1% | +$4.27K | 1.22% | 31 |
|
|
2021
Q3 | $4.54M | Buy |
60,099
+3,436
| +6% | +$260K | 1.15% | 42 |
|
|
2021
Q2 | $4.61M | Buy |
56,663
+430
| +0.8% | +$35K | 1.2% | 35 |
|
|
2021
Q1 | $4.43M | Buy |
56,233
+4,052
| +8% | +$319K | 1.34% | 31 |
|
|
2020
Q4 | $4.46M | Buy |
52,181
+1,612
| +3% | +$138K | 1.49% | 20 |
|
|
2020
Q3 | $3.9M | Buy |
50,569
+2,802
| +6% | +$216K | 1.53% | 20 |
|
|
2020
Q2 | $3.5M | Buy |
47,767
+9,198
| +24% | +$674K | 1.55% | 15 |
|
|
2020
Q1 | $2.56M | Buy |
38,569
+18,132
| +89% | +$1.2M | 1.39% | 23 |
|
|
2019
Q4 | $1.41M | Buy |
20,437
+7,591
| +59% | +$523K | 0.6% | 78 |
|
|
2019
Q3 | $944K | Buy |
12,846
+3,023
| +31% | +$222K | 0.46% | 83 |
|
|
2019
Q2 | $704K | Buy |
+9,823
| New | +$704K | 0.37% | 93 |
|