Westover Capital Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,205
| Closed | -$200K | – | 238 |
|
|
2024
Q4 | $200K | Sell |
2,205
-100
| -4% | -$9.09K | 0.04% | 236 |
|
|
2024
Q3 | $239K | Sell |
2,305
-20
| -0.9% | -$2.08K | 0.05% | 220 |
|
|
2024
Q2 | $226K | Buy |
2,325
+35
| +2% | +$3.4K | 0.06% | 193 |
|
|
2024
Q1 | $206K | Buy |
+2,290
| New | +$206K | 0.06% | 178 |
|
|
2022
Q3 | – | Sell |
-2,770
| Closed | -$222K | – | 155 |
|
|
2022
Q2 | $222K | Sell |
2,770
-42
| -1% | -$3.37K | 0.08% | 155 |
|
|
2022
Q1 | $213K | Buy |
2,812
+84
| +3% | +$6.36K | 0.07% | 172 |
|
|
2021
Q4 | $233K | Sell |
2,728
-500
| -15% | -$42.7K | 0.07% | 163 |
|
|
2021
Q3 | $244K | Sell |
3,228
-25
| -0.8% | -$1.89K | 0.08% | 156 |
|
|
2021
Q2 | $265K | Sell |
3,253
-134
| -4% | -$10.9K | 0.09% | 155 |
|
|
2021
Q1 | $267K | Sell |
3,387
-181
| -5% | -$14.3K | 0.09% | 140 |
|
|
2020
Q4 | $305K | Sell |
3,568
-140
| -4% | -$12K | 0.11% | 116 |
|
|
2020
Q3 | $286K | Hold |
3,708
| – | – | 0.12% | 107 |
|
|
2020
Q2 | $272K | Sell |
3,708
-8
| -0.2% | -$587 | 0.13% | 95 |
|
|
2020
Q1 | $247K | Buy |
3,716
+125
| +3% | +$8.31K | 0.13% | 101 |
|
|
2019
Q4 | $247K | Sell |
3,591
-274
| -7% | -$18.8K | 0.11% | 120 |
|
|
2019
Q3 | $284K | Sell |
3,865
-88
| -2% | -$6.47K | 0.13% | 110 |
|
|
2019
Q2 | $283K | Sell |
3,953
-264
| -6% | -$18.9K | 0.14% | 105 |
|
|
2019
Q1 | $289K | Hold |
4,217
| – | – | 0.15% | 101 |
|
|
2018
Q4 | $251K | Hold |
4,217
| – | – | 0.16% | 93 |
|
|
2018
Q3 | $282K | Sell |
4,217
-223
| -5% | -$14.9K | 0.14% | 97 |
|
|
2018
Q2 | $288K | Sell |
4,440
-387
| -8% | -$25.1K | 0.16% | 93 |
|
|
2018
Q1 | $346K | Sell |
4,827
-133
| -3% | -$9.53K | 0.19% | 88 |
|
|
2017
Q4 | $374K | Sell |
4,960
-159
| -3% | -$12K | 0.21% | 92 |
|
|
2017
Q3 | $373K | Sell |
5,119
-206
| -4% | -$15K | 0.22% | 87 |
|
|
2017
Q2 | $395K | Buy |
5,325
+100
| +2% | +$7.42K | 0.26% | 75 |
|
|
2017
Q1 | $382K | Sell |
5,225
-810
| -13% | -$59.2K | 0.25% | 80 |
|
|
2016
Q4 | $395K | Hold |
6,035
| – | – | 0.28% | 74 |
|
|
2016
Q3 | $447K | Sell |
6,035
-200
| -3% | -$14.8K | 0.33% | 70 |
|
|
2016
Q2 | $456K | Sell |
6,235
-57
| -0.9% | -$4.17K | 0.37% | 64 |
|
|
2016
Q1 | $445K | Sell |
6,292
-403
| -6% | -$28.5K | 0.38% | 66 |
|
|
2015
Q4 | $446K | Sell |
6,695
-162
| -2% | -$10.8K | 0.37% | 67 |
|
|
2015
Q3 | $435K | Sell |
6,857
-50
| -0.7% | -$3.17K | 0.37% | 67 |
|
|
2015
Q2 | $452K | Sell |
6,907
-2,470
| -26% | -$162K | 0.36% | 65 |
|
|
2015
Q1 | $650K | Sell |
9,377
-35
| -0.4% | -$2.43K | 0.53% | 57 |
|
|
2014
Q4 | $651K | Sell |
9,412
-700
| -7% | -$48.4K | 0.56% | 54 |
|
|
2014
Q3 | $660K | Sell |
10,112
-12,539
| -55% | -$818K | 0.54% | 56 |
|
|
2014
Q2 | $1.54M | Sell |
22,651
-10,098
| -31% | -$688K | 1.3% | 31 |
|
|
2014
Q1 | $2.12M | Sell |
32,749
-148
| -0.4% | -$9.6K | 1.98% | 20 |
|
|
2013
Q4 | $2.15M | Sell |
32,897
-1,364
| -4% | -$88.9K | 2.05% | 17 |
|
|
2013
Q3 | $2.03M | Sell |
34,261
-7,288
| -18% | -$432K | 2.1% | 19 |
|
|
2013
Q2 | $2.38M | Buy |
+41,549
| New | +$2.38M | 2.34% | 16 |
|