Compass Wealth Management’s Colgate-Palmolive CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
3,221
+8
+0.2% +$727 0.07% 134
2025
Q1
$301K Hold
3,213
0.08% 130
2024
Q4
$292K Hold
3,213
0.07% 136
2024
Q3
$334K Hold
3,213
0.08% 135
2024
Q2
$312K Hold
3,213
0.08% 134
2024
Q1
$289K Hold
3,213
0.07% 137
2023
Q4
$256K Hold
3,213
0.07% 139
2023
Q3
$228K Hold
3,213
0.07% 148
2023
Q2
$248K Hold
3,213
0.07% 146
2023
Q1
$241K Hold
3,213
0.08% 146
2022
Q4
$253K Buy
+3,213
New +$253K 0.08% 141