Epic Trust Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$290K Buy
2,984
+490
+20% +$47.6K 0.32% 79
2024
Q1
$225K Buy
+2,494
New +$225K 0.28% 103
2023
Q3
Sell
-2,753
Closed -$212K 91
2023
Q2
$212K Buy
+2,753
New +$212K 0.3% 97