TCI Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-55
| Closed | -$4.13K | – | 588 |
|
|
2023
Q1 | $4.13K | Sell |
55
-75
| -58% | -$5.58K | ﹤0.01% | 1655 |
|
|
2022
Q4 | $10.2K | Sell |
130
-235
| -64% | -$17.6K | ﹤0.01% | 1057 |
|
|
2022
Q3 | $26K | Buy |
365
+50
| +16% | +$3.92K | ﹤0.01% | 552 |
|
|
2022
Q2 | $25K | Buy |
315
+136
| +76% | +$10.6K | ﹤0.01% | 568 |
|
|
2022
Q1 | $14K | Sell |
179
-408
| -70% | -$32.3K | ﹤0.01% | 869 |
|
|
2021
Q4 | $50K | Sell |
587
-55
| -9% | -$4.29K | 0.01% | 419 |
|
|
2021
Q3 | $49K | Buy |
642
+100
| +18% | +$7.94K | 0.01% | 428 |
|
|
2021
Q2 | $44K | Hold |
542
| – | – | 0.01% | 419 |
|
|
2021
Q1 | $43K | Buy |
542
+90
| +20% | +$7.05K | 0.02% | 378 |
|
|
2020
Q4 | $39K | Hold |
452
| – | – | 0.02% | 373 |
|
|
2020
Q3 | $35K | Hold |
452
| – | – | 0.01% | 364 |
|
|
2020
Q2 | $33K | Sell |
452
-8
| -2% | -$568 | 0.01% | 370 |
|
|
2020
Q1 | $31K | Sell |
460
-456
| -50% | -$32.2K | 0.02% | 385 |
|
|
2019
Q4 | $63K | Sell |
916
-155
| -14% | -$10.6K | 0.02% | 333 |
|
|
2019
Q3 | $79K | Buy |
1,071
+200
| +23% | +$14.5K | 0.04% | 253 |
|
|
2019
Q2 | $62K | Sell |
871
-20
| -2% | -$1.42K | 0.03% | 274 |
|
|
2019
Q1 | $61K | Sell |
891
-14
| -2% | -$904 | 0.03% | 307 |
|
|
2018
Q4 | $54K | Sell |
905
-52
| -5% | -$3.25K | 0.03% | 304 |
|
|
2018
Q3 | $64K | Sell |
957
-67
| -7% | -$4.46K | 0.03% | 297 |
|
|
2018
Q2 | $66K | Buy |
1,024
+50
| +5% | +$3.27K | 0.03% | 281 |
|
|
2018
Q1 | $70K | Hold |
974
| – | – | 0.03% | 270 |
|
|
2017
Q4 | $73K | Hold |
974
| – | – | 0.03% | 283 |
|
|
2017
Q3 | $71K | Buy |
974
+4
| +0.4% | +$288 | 0.03% | 264 |
|
|
2017
Q2 | $72K | Buy |
970
+24
| +3% | +$1.78K | 0.04% | 256 |
|
|
2017
Q1 | $69K | Hold |
946
| – | – | 0.04% | 258 |
|
|
2016
Q4 | $62K | Hold |
946
| – | – | 0.03% | 296 |
|
|
2016
Q3 | $70K | Hold |
946
| – | – | 0.04% | 259 |
|
|
2016
Q2 | $69K | Hold |
946
| – | – | 0.04% | 257 |
|
|
2016
Q1 | $67K | Buy |
946
+40
| +4% | +$2.66K | 0.04% | 255 |
|
|
2015
Q4 | $60K | Sell |
906
-2
| -0.2% | -$133 | 0.03% | 283 |
|
|
2015
Q3 | $58K | Sell |
908
-21
| -2% | -$1.37K | 0.04% | 262 |
|
|
2015
Q2 | $61K | Buy |
929
+431
| +87% | +$29.2K | 0.03% | 256 |
|
|
2015
Q1 | $35K | Hold |
498
| – | – | 0.02% | 274 |
|
|
2014
Q4 | $34K | Sell |
498
-89
| -15% | -$6.01K | 0.02% | 288 |
|
|
2014
Q3 | $38K | Buy |
587
+89
| +18% | +$5.87K | 0.02% | 253 |
|
|
2014
Q2 | $34K | Hold |
498
| – | – | 0.02% | 280 |
|
|
2014
Q1 | $32K | Hold |
498
| – | – | 0.02% | 271 |
|
|
2013
Q4 | $32K | Hold |
498
| – | – | 0.02% | 293 |
|
|
2013
Q3 | $30K | Hold |
498
| – | – | 0.02% | 246 |
|
|
2013
Q2 | $29K | Buy |
+498
| New | +$29.6K | 0.02% | 263 |
|
Other funds holding CL
