Symphony Financial’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 |
-4,970
| Closed | -$352K | – | 198 |
|
|
2023
Q3 | $352K | Sell |
4,970
-223
| -4% | -$15.8K | 0.09% | 119 |
|
|
2023
Q2 | $398K | Sell |
5,193
-1,089
| -17% | -$83.4K | 0.1% | 134 |
|
|
2023
Q1 | $473K | Buy |
6,282
+1,114
| +22% | +$83.8K | 0.12% | 145 |
|
|
2022
Q4 | $412K | Sell |
5,168
-14,575
| -74% | -$1.16M | 0.11% | 153 |
|
|
2022
Q3 | $1.42M | Buy |
19,743
+797
| +4% | +$57.2K | 0.46% | 53 |
|
|
2022
Q2 | $1.51M | Sell |
18,946
-374
| -2% | -$29.8K | 0.45% | 47 |
|
|
2022
Q1 | $1.55M | Buy |
19,320
+6,816
| +55% | +$548K | 0.37% | 57 |
|
|
2021
Q4 | $1.06M | Sell |
12,504
-10,288
| -45% | -$870K | 0.29% | 67 |
|
|
2021
Q3 | $1.76M | Sell |
22,792
-267
| -1% | -$20.6K | 0.61% | 37 |
|
|
2021
Q2 | $1.87M | Sell |
23,059
-347
| -1% | -$28.2K | 0.64% | 37 |
|
|
2021
Q1 | $1.87M | Buy |
+23,406
| New | +$1.87M | 0.49% | 40 |
|