Wealthspire Advisors (Maryland)’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $483K | Sell |
6,258
-299
| -5% | -$23.1K | 0.02% | 277 |
|
|
2020
Q2 | $480K | Sell |
6,557
-67
| -1% | -$4.91K | 0.03% | 265 |
|
|
2020
Q1 | $440K | Buy |
6,624
+342
| +5% | +$22.7K | 0.04% | 251 |
|
|
2019
Q4 | $432K | Buy |
6,282
+245
| +4% | +$16.8K | 0.03% | 303 |
|
|
2019
Q3 | $444K | Sell |
6,037
-921
| -13% | -$67.7K | 0.03% | 274 |
|
|
2019
Q2 | $499K | Buy |
6,958
+110
| +2% | +$7.89K | 0.04% | 254 |
|
|
2019
Q1 | $469K | Buy |
6,848
+199
| +3% | +$13.6K | 0.04% | 264 |
|
|
2018
Q4 | $396K | Sell |
6,649
-205
| -3% | -$12.2K | 0.04% | 262 |
|
|
2018
Q3 | $459K | Sell |
6,854
-243
| -3% | -$16.3K | 0.04% | 264 |
|
|
2018
Q2 | $460K | Sell |
7,097
-31
| -0.4% | -$2.01K | 0.04% | 253 |
|
|
2018
Q1 | $511K | Sell |
7,128
-4,078
| -36% | -$292K | 0.05% | 240 |
|
|
2017
Q4 | $845K | Buy |
11,206
+1,469
| +15% | +$111K | 0.08% | 154 |
|
|
2017
Q3 | $709K | Buy |
9,737
+280
| +3% | +$20.4K | 0.08% | 173 |
|
|
2017
Q2 | $701K | Buy |
9,457
+840
| +10% | +$62.3K | 0.08% | 162 |
|
|
2017
Q1 | $631K | Buy |
8,617
+2,644
| +44% | +$194K | 0.09% | 147 |
|
|
2016
Q4 | $391K | Sell |
5,973
-1,018
| -15% | -$66.6K | 0.06% | 219 |
|
|
2016
Q3 | $518K | Buy |
6,991
+18
| +0.3% | +$1.33K | 0.08% | 166 |
|
|
2016
Q2 | $510K | Buy |
6,973
+1,594
| +30% | +$117K | 0.09% | 159 |
|
|
2016
Q1 | $380K | Buy |
5,379
+1,073
| +25% | +$75.8K | 0.07% | 199 |
|
|
2015
Q4 | $287K | Buy |
+4,306
| New | +$287K | 0.05% | 263 |
|