West Coast Financial’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,096
| Closed | -$571K | – | 23 |
|
|
2025
Q1 | $571K | Buy |
6,096
+544
| +10% | +$51K | 0.07% | 98 |
|
|
2024
Q4 | $505K | Hold |
5,552
| – | – | 0.06% | 105 |
|
|
2024
Q3 | $576K | Buy |
5,552
+97
| +2% | +$10.1K | 0.06% | 99 |
|
|
2024
Q2 | $529K | Sell |
5,455
-19
| -0.3% | -$1.84K | 0.06% | 99 |
|
|
2024
Q1 | $493K | Sell |
5,474
-107
| -2% | -$9.64K | 0.06% | 97 |
|
|
2023
Q4 | $445K | Sell |
5,581
-26
| -0.5% | -$2.07K | 0.06% | 100 |
|
|
2023
Q3 | $399K | Buy |
5,607
+26
| +0.5% | +$1.85K | 0.06% | 99 |
|
|
2023
Q2 | $430K | Hold |
5,581
| – | – | 0.06% | 103 |
|
|
2023
Q1 | $419K | Sell |
5,581
-270
| -5% | -$20.3K | 0.06% | 97 |
|
|
2022
Q4 | $461K | Sell |
5,851
-562
| -9% | -$44.3K | 0.08% | 88 |
|
|
2022
Q3 | $451K | Sell |
6,413
-1,232
| -16% | -$86.6K | 0.08% | 85 |
|
|
2022
Q2 | $613K | Buy |
7,645
+370
| +5% | +$29.7K | 0.11% | 75 |
|
|
2022
Q1 | $552K | Buy |
7,275
+866
| +14% | +$65.7K | 0.08% | 82 |
|
|
2021
Q4 | $547K | Buy |
6,409
+551
| +9% | +$47K | 0.08% | 87 |
|
|
2021
Q3 | $443K | Sell |
5,858
-49
| -0.8% | -$3.71K | 0.07% | 94 |
|
|
2021
Q2 | $481K | Sell |
5,907
-241
| -4% | -$19.6K | 0.08% | 91 |
|
|
2021
Q1 | $485K | Sell |
6,148
-627
| -9% | -$49.5K | 0.08% | 86 |
|
|
2020
Q4 | $579K | Sell |
6,775
-662
| -9% | -$56.6K | 0.11% | 76 |
|
|
2020
Q3 | $574K | Buy |
7,437
+784
| +12% | +$60.5K | 0.13% | 73 |
|
|
2020
Q2 | $487K | Buy |
6,653
+300
| +5% | +$22K | 0.12% | 72 |
|
|
2020
Q1 | $422K | Sell |
6,353
-72
| -1% | -$4.78K | 0.11% | 72 |
|
|
2019
Q4 | $442K | Sell |
6,425
-350
| -5% | -$24.1K | 0.09% | 82 |
|
|
2019
Q3 | $498K | Sell |
6,775
-630
| -9% | -$46.3K | 0.11% | 81 |
|
|
2019
Q2 | $531K | Sell |
7,405
-99
| -1% | -$7.1K | 0.12% | 77 |
|
|
2019
Q1 | $514K | Sell |
7,504
-31,546
| -81% | -$2.16M | 0.12% | 80 |
|
|
2018
Q4 | $2.32M | Sell |
39,050
-581
| -1% | -$34.6K | 0.66% | 42 |
|
|
2018
Q3 | $2.65M | Buy |
39,631
+1,375
| +4% | +$92K | 0.61% | 47 |
|
|
2018
Q2 | $2.48M | Buy |
38,256
+247
| +0.6% | +$16K | 0.69% | 43 |
|
|
2018
Q1 | $2.72M | Buy |
38,009
+107
| +0.3% | +$7.67K | 0.78% | 42 |
|
|
2017
Q4 | $2.86M | Sell |
37,902
-838
| -2% | -$63.2K | 0.8% | 44 |
|
|
2017
Q3 | $2.82M | Buy |
38,740
+1,063
| +3% | +$77.4K | 0.77% | 44 |
|
|
2017
Q2 | $2.79M | Buy |
37,677
+1,230
| +3% | +$91.2K | 0.89% | 41 |
|
|
2017
Q1 | $2.67M | Sell |
36,447
-381
| -1% | -$27.9K | 0.85% | 45 |
|
|
2016
Q4 | $2.41M | Buy |
36,828
+176
| +0.5% | +$11.5K | 0.77% | 45 |
|
|
2016
Q3 | $2.72M | Sell |
36,652
-504
| -1% | -$37.4K | 0.87% | 43 |
|
|
2016
Q2 | $2.72M | Buy |
37,156
+268
| +0.7% | +$19.6K | 0.98% | 40 |
|
|
2016
Q1 | $2.61M | Buy |
36,888
+627
| +2% | +$44.3K | 1.07% | 39 |
|
|
2015
Q4 | $2.42M | Sell |
36,261
-248
| -0.7% | -$16.5K | 1.01% | 45 |
|
|
2015
Q3 | $2.32M | Buy |
36,509
+315
| +0.9% | +$20K | 1.03% | 42 |
|
|
2015
Q2 | $2.36M | Buy |
36,194
+1,740
| +5% | +$113K | 1.03% | 44 |
|
|
2015
Q1 | $2.39M | Sell |
34,454
-20,091
| -37% | -$1.39M | 1.11% | 43 |
|
|
2014
Q4 | $3.77M | Sell |
54,545
-31
| -0.1% | -$2.15K | 1.95% | 21 |
|
|
2014
Q3 | $3.56M | Buy |
54,576
+2,618
| +5% | +$171K | 2% | 23 |
|
|
2014
Q2 | $3.52M | Buy |
51,958
+1,364
| +3% | +$92.3K | 1.85% | 22 |
|
|
2014
Q1 | $3.28M | Sell |
50,594
-434
| -0.9% | -$28.2K | 1.67% | 24 |
|
|
2013
Q4 | $3.33M | Sell |
51,028
-279
| -0.5% | -$18.2K | 1.72% | 22 |
|
|
2013
Q3 | $3.04M | Sell |
51,307
-30
| -0.1% | -$1.78K | 1.69% | 23 |
|
|
2013
Q2 | $2.94M | Buy |
+51,337
| New | +$2.94M | 1.6% | 20 |
|