CWAG
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Compton Wealth Advisory Group’s Colgate-Palmolive CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,352
Closed -$214K 87
2024
Q4
$214K Hold
2,352
0.06% 105
2024
Q3
$244K Hold
2,352
0.06% 101
2024
Q2
$228K Hold
2,352
0.06% 99
2024
Q1
$212K Buy
+2,352
New +$212K 0.06% 102
2023
Q1
Sell
-2,584
Closed -$204K 94
2022
Q4
$204K Buy
+2,584
New +$204K 0.08% 94
2022
Q3
Sell
-3,296
Closed -$264K 91
2022
Q2
$264K Sell
3,296
-928
-22% -$74.3K 0.11% 90
2022
Q1
$320K Buy
+4,224
New +$320K 0.12% 93