Congress 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
Q2
$15.6M Sell
2025
Q1
$16M Buy
2024
Q4
$14.5M Buy
2024
Q3
$15.6M Buy
2024
Q2
$13.7M Sell
2024
Q1
$12.8M Buy
2023
Q4
$11.3M Sell
2023
Q3
$10.2M Sell
2023
Q2
$11.1M Buy
2023
Q1
$10.7M Buy
2022
Q4
$10.7M Buy
2022
Q3
$9.36M Buy
2022
Q2
$10.2M Buy
2022
Q1
$9.66M Buy
2021
Q4
$10.3M Buy