Wunderlich Capital Managemnt’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-19,321
| Closed | -$1.46M | – | 93 |
|
|
2017
Q4 | $1.46M | Buy |
19,321
+155
| +0.8% | +$11.7K | 1.01% | 54 |
|
|
2017
Q3 | $1.4M | Buy |
19,166
+322
| +2% | +$23.5K | 1.04% | 51 |
|
|
2017
Q2 | $1.4M | Sell |
18,844
-169
| -0.9% | -$12.5K | 1.04% | 50 |
|
|
2017
Q1 | $1.39M | Sell |
19,013
-547
| -3% | -$40K | 1.09% | 49 |
|
|
2016
Q4 | $1.28M | Sell |
19,560
-517
| -3% | -$33.8K | 1.04% | 59 |
|
|
2016
Q3 | $1.49M | Buy |
20,077
+496
| +3% | +$36.8K | 1.19% | 37 |
|
|
2016
Q2 | $1.43M | Buy |
19,581
+274
| +1% | +$20.1K | 1.21% | 35 |
|
|
2016
Q1 | $1.36M | Buy |
19,307
+161
| +0.8% | +$11.4K | 1.17% | 41 |
|
|
2015
Q4 | $1.28M | Buy |
19,146
+531
| +3% | +$35.4K | 1.1% | 44 |
|
|
2015
Q3 | $1.18M | Sell |
18,615
-159
| -0.8% | -$10.1K | 1.09% | 47 |
|
|
2015
Q2 | $1.23M | Sell |
18,774
-316
| -2% | -$20.7K | 1.19% | 39 |
|
|
2015
Q1 | $1.32M | Sell |
19,090
-130
| -0.7% | -$8.99K | 1.19% | 32 |
|
|
2014
Q4 | $1.33M | Buy |
19,220
+529
| +3% | +$36.6K | 1.13% | 44 |
|
|
2014
Q3 | $1.21M | Sell |
18,691
-219
| -1% | -$14.2K | 1.09% | 42 |
|
|
2014
Q2 | $1.29M | Sell |
18,910
-192
| -1% | -$13.1K | 1.18% | 37 |
|
|
2014
Q1 | $1.24M | Buy |
19,102
+516
| +3% | +$33.5K | 1.17% | 39 |
|
|
2013
Q4 | $1.21M | Buy |
+18,586
| New | +$1.21M | 1.16% | 41 |
|