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 |
|