Atria Wealth Solutions’s Colgate-Palmolive CL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Sell	11,370 -44,693	-80%	-$4.08M	0.02%	624
2025 Q1	$5.25M	Buy	56,063 +12,884	+30%	+$1.15M	0.06%	325
2024 Q4	$3.93M	Sell	43,179 -7,146	-14%	-$682K	0.04%	423
2024 Q3	$5.22M	Sell	50,325 -127	-0.3%	-$12.9K	0.06%	333
2024 Q2	$4.9M	Buy	50,452 +6,494	+15%	+$599K	0.05%	349
2024 Q1	$3.96M	Buy	43,958 +4,564	+12%	+$387K	0.04%	405
2023 Q4	$3.14M	Buy	39,394 +500	+1%	+$37.6K	0.04%	454
2023 Q3	$2.77M	Sell	38,894 -4,959	-11%	-$371K	0.04%	465
2023 Q2	$3.38M	Sell	43,853 -786	-2%	-$60.8K	0.05%	397
2023 Q1	$3.35M	Buy	44,639 +7,118	+19%	+$529K	0.05%	374
2022 Q4	$2.96M	Buy	37,521 +8,926	+31%	+$669K	0.05%	387
2022 Q3	$2.01M	Buy	28,595 +12,805	+81%	+$1M	0.03%	478
2022 Q2	$1.26M	Sell	15,790 -8,927	-36%	-$698K	0.03%	599
2022 Q1	$1.87M	Buy	+24,717	New	+$1.96M	0.03%	503