Cassaday & Co Wealth Management’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
Q3 | $324K | Buy |
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|
2025
Q2 | $360K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $312K | Buy |
|