TRUE Private Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,995
| Closed | -$485K | – | 228 |
|
|
2024
Q2 | $485K | Buy |
4,995
+255
| +5% | +$24.7K | 0.05% | 163 |
|
|
2024
Q1 | $427K | Sell |
4,740
-199
| -4% | -$17.9K | 0.05% | 184 |
|
|
2023
Q4 | $394K | Buy |
4,939
+1,839
| +59% | +$147K | 0.05% | 188 |
|
|
2023
Q3 | $220K | Buy |
+3,100
| New | +$220K | 0.03% | 241 |
|
|
2021
Q1 | – | Sell |
-195
| Closed | -$16K | – | 310 |
|
|
2020
Q4 | $16K | Buy |
+195
| New | +$16K | ﹤0.01% | 474 |
|
|
2020
Q1 | – | Sell |
-1,541
| Closed | -$106K | – | 694 |
|
|
2019
Q4 | $106K | Buy |
+1,541
| New | +$106K | 0.02% | 280 |
|
|
2019
Q3 | – | Sell |
-1,203
| Closed | -$86K | – | 304 |
|
|
2019
Q2 | $86K | Buy |
+1,203
| New | +$86K | 0.01% | 281 |
|
|
2018
Q4 | – | Sell |
-1,229
| Closed | -$82.3K | – | 354 |
|
|
2018
Q3 | $82.3K | Buy |
+1,229
| New | +$82.3K | 0.01% | 393 |
|