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	171,109 -49	-0%	-$4.47K	0.15%	166
2025 Q1	$16M	Buy	171,158 +12,089	+8%	+$1.08M	0.19%	137
2024 Q4	$14.5M	Buy	159,069 +8,792	+6%	+$839K	0.2%	150
2024 Q3	$15.6M	Buy	150,277 +8,618	+6%	+$878K	0.21%	146
2024 Q2	$13.7M	Sell	141,659 -475	-0.3%	-$43.8K	0.22%	136
2024 Q1	$12.8M	Buy	142,134 +42	+0%	+$3.56K	0.22%	137
2023 Q4	$11.3M	Sell	142,092 -668	-0.5%	-$50.2K	0.21%	139
2023 Q3	$10.2M	Sell	142,760 -926	-0.6%	-$69.2K	0.21%	142
2023 Q2	$11.1M	Buy	143,686 +762	+0.5%	+$59K	0.26%	122
2023 Q1	$10.7M	Buy	142,924 +7,419	+5%	+$552K	0.26%	121
2022 Q4	$10.7M	Buy	135,505 +2,255	+2%	+$169K	0.27%	115
2022 Q3	$9.36M	Buy	133,250 +5,442	+4%	+$427K	0.25%	120
2022 Q2	$10.2M	Buy	127,808 +370	+0.3%	+$28.9K	0.26%	108
2022 Q1	$9.66M	Buy	127,438 +6,689	+6%	+$530K	0.21%	143
2021 Q4	$10.3M	Buy	+120,749	New	+$9.43M	0.21%	144