Aviso 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
2024 Q3	–	Sell	-3,003	Closed	-$291K	–	146
2024 Q2	$291K	Sell	3,003 -164	-5%	-$15.9K	0.17%	113
2024 Q1	$285K	Sell	3,167 -319	-9%	-$28.7K	0.18%	120
2023 Q4	$278K	Buy	+3,486	New	+$278K	0.2%	113