VisionPoint Advisory Group’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 |
-205
| Closed | -$19.9K | – | 335 |
|
|
2024
Q2 | $19.9K | Sell |
205
-90
| -31% | -$8.73K | 0.01% | 389 |
|
|
2024
Q1 | $26.6K | Sell |
295
-15
| -5% | -$1.35K | 0.01% | 354 |
|
|
2023
Q4 | $24.7K | Sell |
310
-1
| -0.3% | -$80 | 0.01% | 337 |
|
|
2023
Q3 | $22.1K | Buy |
+311
| New | +$22.1K | 0.01% | 360 |
|
|
2020
Q1 | – | Sell |
-32,875
| Closed | -$2.26M | – | 122 |
|
|
2019
Q4 | $2.26M | Buy |
32,875
+2,541
| +8% | +$175K | 0.94% | 28 |
|
|
2019
Q3 | $2.19M | Buy |
30,334
+2,274
| +8% | +$164K | 0.6% | 29 |
|
|
2019
Q2 | $2.01M | Buy |
28,060
+1,498
| +6% | +$107K | 0.58% | 29 |
|
|
2019
Q1 | $1.82M | Buy |
+26,562
| New | +$1.82M | 0.51% | 33 |
|