AO
Advisor OS’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+2,388
| New | +$217K | 0.02% | 411 |
|
|
2025
Q1 | – | Sell |
-2,304
| Closed | -$209K | – | 431 |
|
|
2024
Q4 | $209K | Buy |
2,304
+65
| +3% | +$5.91K | 0.02% | 393 |
|
|
2024
Q3 | $232K | Sell |
2,239
-109
| -5% | -$11.3K | 0.02% | 366 |
|
|
2024
Q2 | $228K | Buy |
2,348
+101
| +4% | +$9.8K | 0.02% | 349 |
|
|
2024
Q1 | $202K | Buy |
+2,247
| New | +$202K | 0.02% | 377 |
|
|
2020
Q3 | – | Sell |
-7,662
| Closed | -$561K | – | 110 |
|
|
2020
Q2 | $561K | Buy |
+7,662
| New | +$561K | 0.33% | 62 |
|