Cyndeo Wealth Partners’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
Q3
$973K Sell
2025
Q2
$1.11M Sell
2025
Q1
$1.15M Sell
2024
Q4
$2.9M Sell
2024
Q3
$3.7M Buy
2024
Q2
$1.12M Sell
2024
Q1
$1.04M Buy
2023
Q4
$922K Buy
2023
Q3
$820K Hold
2023
Q2
$888K Hold
2023
Q1
$866K Buy
2022
Q4
$892K Buy