Aprio Wealth Management’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 | $389K | Sell |
4,280
-1,504
| -26% | -$137K | 0.04% | 235 |
|
|
2025
Q1 | $542K | Buy |
5,784
+2,713
| +88% | +$254K | 0.07% | 170 |
|
|
2024
Q4 | $279K | Buy |
3,071
+37
| +1% | +$3.36K | 0.04% | 230 |
|
|
2024
Q3 | $315K | Buy |
3,034
+481
| +19% | +$49.9K | 0.05% | 191 |
|
|
2024
Q2 | $248K | Buy |
+2,553
| New | +$248K | 0.05% | 202 |
|