YorkBridge Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$377K Hold
4,779
0.1% 151
2022
Q3
$336K Hold
4,779
0.09% 172
2022
Q2
$383K Hold
4,779
0.1% 154
2022
Q1
$362K Sell
4,779
-63
-1% -$4.77K 0.08% 196
2021
Q4
$413K Hold
4,842
0.09% 181
2021
Q3
$366K Hold
4,842
0.09% 186
2021
Q2
$394K Buy
4,842
+170
+4% +$13.8K 0.1% 154
2021
Q1
$368K Hold
4,672
0.11% 156
2020
Q4
$400K Hold
4,672
0.13% 124
2020
Q3
$360K Hold
4,672
0.15% 117
2020
Q2
$342K Hold
4,672
0.16% 117
2020
Q1
$310K Sell
4,672
-47
-1% -$3.12K 0.19% 113
2019
Q4
$325K Buy
4,719
+22
+0.5% +$1.52K 0.15% 135
2019
Q3
$345K Hold
4,697
0.17% 122
2019
Q2
$337K Hold
4,697
0.15% 127
2019
Q1
$322K Hold
4,697
0.15% 127
2018
Q4
$280K Hold
4,697
0.15% 130
2018
Q3
$315K Hold
4,697
0.14% 133
2018
Q2
$304K Hold
4,697
0.13% 142
2018
Q1
$333K Sell
4,697
-82
-2% -$5.81K 0.15% 131
2017
Q4
$334K Sell
4,779
-240
-5% -$16.8K 0.16% 130
2017
Q3
$366K Hold
5,019
0.19% 112
2017
Q2
$371K Hold
5,019
0.2% 110
2017
Q1
$355K Hold
5,019
0.19% 111
2016
Q4
$334K Buy
+5,019
New +$334K 0.2% 109