EWP
Elevation Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
2,580
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $242K | Hold |
2,580
| – | – | 0.1% | 100 |
|
|
2024
Q4 | $235K | Hold |
2,580
| – | – | 0.1% | 104 |
|
|
2024
Q3 | $268K | Hold |
2,580
| – | – | 0.12% | 96 |
|
|
2024
Q2 | $250K | Sell |
2,580
-500
| -16% | -$48.5K | 0.12% | 96 |
|
|
2024
Q1 | $277K | Hold |
3,080
| – | – | 0.14% | 93 |
|
|
2023
Q4 | $219K | Buy |
+3,080
| New | +$219K | 0.13% | 93 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 342 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 351 |
|