Apexium Financial’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
2,696
-250
-8% -$22.7K 0.01% 248
2025
Q1
$276K Buy
+2,946
New +$276K 0.02% 232
2024
Q4
Sell
-2,459
Closed -$255K 260
2024
Q3
$255K Buy
2,459
+122
+5% +$12.7K 0.02% 205
2024
Q2
$227K Buy
2,337
+1
+0% +$97 0.02% 204
2024
Q1
$210K Sell
2,336
-304
-12% -$27.4K 0.02% 216
2023
Q4
$210K Buy
+2,640
New +$210K 0.02% 255