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 |
|