Winthrop Advisory Group’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,182
| Closed | -$226K | – | 159 |
|
|
2024
Q3 | $226K | Sell |
2,182
-78
| -3% | -$8.1K | 0.03% | 132 |
|
|
2024
Q2 | $219K | Sell |
2,260
-14
| -0.6% | -$1.36K | 0.03% | 129 |
|
|
2024
Q1 | $205K | Buy |
+2,274
| New | +$205K | 0.03% | 135 |
|
|
2022
Q3 | – | Sell |
-2,535
| Closed | -$203K | – | 120 |
|
|
2022
Q2 | $203K | Buy |
+2,535
| New | +$203K | 0.05% | 114 |
|
|
2022
Q1 | – | Sell |
-2,435
| Closed | -$208K | – | 140 |
|
|
2021
Q4 | $208K | Buy |
+2,435
| New | +$208K | 0.04% | 134 |
|
|
2019
Q4 | – | Sell |
-3,226
| Closed | -$237K | – | 102 |
|
|
2019
Q3 | $237K | Buy |
3,226
+14
| +0.4% | +$1.03K | 0.09% | 82 |
|
|
2019
Q2 | $230K | Sell |
3,212
-186
| -5% | -$13.3K | 0.1% | 80 |
|
|
2019
Q1 | $233K | Buy |
+3,398
| New | +$233K | 0.1% | 83 |
|
|
2018
Q4 | – | Sell |
-3,127
| Closed | -$209K | – | 90 |
|
|
2018
Q3 | $209K | Buy |
3,127
+10
| +0.3% | +$668 | 0.12% | 83 |
|
|
2018
Q2 | $202K | Sell |
3,117
-389
| -11% | -$25.2K | 0.13% | 77 |
|
|
2018
Q1 | $233K | Sell |
3,506
-111
| -3% | -$7.38K | 0.16% | 70 |
|
|
2017
Q4 | $270K | Buy |
+3,617
| New | +$270K | 0.19% | 65 |
|