AEPWM
Atlantic Edge Private Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$36.4K | – | 501 |
|
|
2024
Q4 | $36.4K | Sell |
400
-141
| -26% | -$12.8K | 0.01% | 218 |
|
|
2024
Q3 | $56.2K | Buy |
541
+141
| +35% | +$14.6K | 0.02% | 194 |
|
|
2024
Q2 | $38.8K | Hold |
400
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $36K | Hold |
400
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $31.9K | Buy |
+400
| New | +$31.9K | 0.01% | 210 |
|