Cyndeo Wealth Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
12,178
-63
| -0.5% | -$5.73K | 0.07% | 214 |
|
|
2025
Q1 | $1.15M | Sell |
12,241
-19,710
| -62% | -$1.85M | 0.08% | 197 |
|
|
2024
Q4 | $2.9M | Sell |
31,951
-3,644
| -10% | -$331K | 0.2% | 130 |
|
|
2024
Q3 | $3.7M | Buy |
35,595
+24,037
| +208% | +$2.5M | 0.26% | 109 |
|
|
2024
Q2 | $1.12M | Sell |
11,558
-17
| -0.1% | -$1.65K | 0.09% | 197 |
|
|
2024
Q1 | $1.04M | Buy |
11,575
+6
| +0.1% | +$540 | 0.09% | 195 |
|
|
2023
Q4 | $922K | Buy |
11,569
+44
| +0.4% | +$3.51K | 0.09% | 190 |
|
|
2023
Q3 | $820K | Hold |
11,525
| – | – | 0.09% | 188 |
|
|
2023
Q2 | $888K | Hold |
11,525
| – | – | 0.09% | 175 |
|
|
2023
Q1 | $866K | Buy |
11,525
+200
| +2% | +$15K | 0.09% | 179 |
|
|
2022
Q4 | $892K | Buy |
+11,325
| New | +$892K | 0.1% | 178 |
|