Windsor Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,024
| Closed | -$483K | – | 169 |
|
|
2022
Q1 | $483K | Sell |
6,024
-140
| -2% | -$11.2K | 0.09% | 151 |
|
|
2021
Q4 | $523K | Buy |
6,164
+840
| +16% | +$71.3K | 0.1% | 150 |
|
|
2021
Q3 | $402K | Buy |
5,324
+1,116
| +27% | +$84.3K | 0.08% | 163 |
|
|
2021
Q2 | $342K | Sell |
4,208
-700
| -14% | -$56.9K | 0.07% | 169 |
|
|
2021
Q1 | $387K | Sell |
4,908
-16
| -0.3% | -$1.26K | 0.09% | 157 |
|
|
2020
Q4 | $421K | Buy |
4,924
+63
| +1% | +$5.39K | 0.11% | 144 |
|
|
2020
Q3 | $383K | Buy |
4,861
+857
| +21% | +$67.5K | 0.11% | 144 |
|
|
2020
Q2 | $293K | Buy |
4,004
+872
| +28% | +$63.8K | 0.09% | 155 |
|
|
2020
Q1 | $208K | Sell |
3,132
-48
| -2% | -$3.19K | 0.08% | 170 |
|
|
2019
Q4 | $219K | Sell |
3,180
-76
| -2% | -$5.23K | 0.08% | 178 |
|
|
2019
Q3 | $230K | Sell |
3,256
-276
| -8% | -$19.5K | 0.1% | 164 |
|
|
2019
Q2 | $255K | Buy |
3,532
+174
| +5% | +$12.6K | 0.11% | 156 |
|
|
2019
Q1 | $230K | Buy |
+3,358
| New | +$230K | 0.13% | 138 |
|
|
2018
Q3 | – | Sell |
-4,859
| Closed | -$315K | – | 135 |
|
|
2018
Q2 | $315K | Sell |
4,859
-587
| -11% | -$38.1K | 0.25% | 99 |
|
|
2018
Q1 | $390K | Sell |
5,446
-30
| -0.5% | -$2.15K | 0.33% | 85 |
|
|
2017
Q4 | $413K | Buy |
+5,476
| New | +$413K | 0.36% | 72 |
|