Cardinal Strategic Wealth Guidance’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
$473K Hold
5,203
0.14% 37
2025
Q1
$488K Sell
5,203
-130
-2% -$12.2K 0.16% 36
2024
Q4
$485K Sell
5,333
-475
-8% -$43.2K 0.15% 40
2024
Q3
$603K Hold
5,808
0.2% 31
2024
Q2
$564K Sell
5,808
-110
-2% -$10.7K 0.2% 34
2024
Q1
$533K Hold
5,918
0.2% 35
2023
Q4
$472K Hold
5,918
0.19% 42
2023
Q3
$421K Hold
5,918
0.2% 43
2023
Q2
$456K Hold
5,918
0.2% 40
2023
Q1
$445K Hold
5,918
0.21% 42
2022
Q4
$466K Hold
5,918
0.22% 46
2022
Q3
$416K Hold
5,918
0.22% 43
2022
Q2
$474K Hold
5,918
0.24% 42
2022
Q1
$449K Hold
5,918
0.21% 49
2021
Q4
$505K Sell
5,918
-84
-1% -$7.17K 0.24% 49
2021
Q3
$454K Hold
6,002
0.24% 49
2021
Q2
$488K Hold
6,002
0.26% 46
2021
Q1
$473K Sell
6,002
-15
-0.2% -$1.18K 0.28% 45
2020
Q4
$515K Hold
6,017
0.31% 35
2020
Q3
$464K Hold
6,017
0.33% 35
2020
Q2
$441K Hold
6,017
0.33% 36
2020
Q1
$399K Hold
6,017
0.37% 33
2019
Q4
$414K Buy
+6,017
New +$414K 0.36% 40