CWS
Confluence Wealth Services’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
5,735
+35
| +0.6% | +$3.18K | 0.03% | 239 |
|
|
2025
Q1 | $535K | Buy |
+5,700
| New | +$535K | 0.03% | 226 |
|
|
2024
Q4 | – | Sell |
-4,783
| Closed | -$497K | – | 335 |
|
|
2024
Q3 | $497K | Sell |
4,783
-3,045
| -39% | -$316K | 0.04% | 222 |
|
|
2024
Q2 | $760K | Buy |
7,828
+2,841
| +57% | +$276K | 0.06% | 186 |
|
|
2024
Q1 | $449K | Buy |
+4,987
| New | +$449K | 0.04% | 217 |
|
|
2022
Q1 | – | Sell |
-910
| Closed | -$77K | – | 400 |
|
|
2021
Q4 | $77K | Buy |
+910
| New | +$77K | 0.02% | 375 |
|