Winch Advisory Services’s Colgate-Palmolive CL Stock Holding History

Winch Advisory Services’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.4K	Buy	214 +1	+0.5%	+$91	﹤0.01%	238
2025 Q1	$20K	Hold	213	–	–	0.01%	225
2024 Q4	$19.4K	Hold	213	–	–	0.01%	231
2024 Q3	$22.1K	Hold	213	–	–	0.01%	212
2024 Q2	$20.7K	Hold	213	–	–	0.01%	208
2024 Q1	$19.2K	Hold	213	–	–	0.01%	214
2023 Q4	$17K	Buy	213 +1	+0.5%	+$80	0.01%	216
2023 Q3	$15K	Hold	212	–	–	0.01%	218
2023 Q2	$16K	Hold	212	–	–	0.01%	211
2023 Q1	$16K	Hold	212	–	–	0.01%	209
2022 Q4	$17K	Buy	212 +1	+0.5%	+$80	0.01%	197
2022 Q3	$15K	Hold	211	–	–	0.01%	193
2022 Q2	$17K	Sell	211 -2	-0.9%	-$161	0.01%	190
2022 Q1	$16K	Buy	213 +1	+0.5%	+$75	0.01%	218
2021 Q4	$18K	Sell	212 -88	-29%	-$7.47K	0.01%	215
2021 Q3	$23K	Buy	300 +51	+20%	+$3.91K	0.01%	194
2021 Q2	$20K	Hold	249	–	–	0.01%	195
2021 Q1	$20K	Buy	249 +1	+0.4%	+$80	0.01%	182
2020 Q4	$21K	Hold	248	–	–	0.01%	155
2020 Q3	$19K	Hold	248	–	–	0.01%	147
2020 Q2	$18K	Hold	248	–	–	0.01%	146
2020 Q1	$16K	Hold	248	–	–	0.01%	140
2019 Q4	$17K	Sell	248 -61	-20%	-$4.18K	0.01%	172
2019 Q3	$23K	Hold	309	–	–	0.01%	137
2019 Q2	$22K	Hold	309	–	–	0.01%	142
2019 Q1	$21K	Hold	309	–	–	0.01%	144
2018 Q4	$18K	Hold	309	–	–	0.01%	137
2018 Q3	$21K	Sell	309 -125	-29%	-$8.5K	0.01%	134
2018 Q2	$28K	Sell	434 -79	-15%	-$5.1K	0.02%	138
2018 Q1	$37K	Hold	513	–	–	0.02%	133
2017 Q4	$39K	Hold	513	–	–	0.02%	119
2017 Q3	$37K	Hold	513	–	–	0.02%	107
2017 Q2	$38K	Sell	513 -150	-23%	-$11.1K	0.02%	127
2017 Q1	$48K	Hold	663	–	–	0.03%	111
2016 Q4	$43K	Buy	663 +4	+0.6%	+$259	0.03%	100
2016 Q3	$49K	Buy	659 +4	+0.6%	+$297	0.04%	93
2016 Q2	$48K	Buy	655 +3	+0.5%	+$220	0.06%	81
2016 Q1	$46K	Buy	652 +4	+0.6%	+$282	0.07%	44
2015 Q4	$43K	Sell	648 -204	-24%	-$13.5K	0.05%	56
2015 Q3	$54K	Buy	852 +5	+0.6%	+$317	0.08%	47
2015 Q2	$55K	Buy	847 +4	+0.5%	+$260	0.03%	108
2015 Q1	$58K	Buy	+843	New	+$58K	0.03%	77
2014 Q4	–	Sell	-944	Closed	-$62K	–	59
2014 Q3	$62K	Buy	944 +4	+0.4%	+$263	0.04%	70
2014 Q2	$64K	Buy	940 +5	+0.5%	+$340	0.04%	87
2014 Q1	$61K	Buy	+935	New	+$61K	0.04%	100