Financial Synergies Wealth 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 | – | Sell |
-15
| Closed | -$1.35K | – | 138 |
|
|
2024
Q1 | $1.35K | Sell |
15
-2
| -12% | -$180 | ﹤0.01% | 365 |
|
|
2023
Q4 | $1.34K | Buy |
17
+2
| +13% | +$158 | ﹤0.01% | 295 |
|
|
2023
Q3 | $1.07K | Hold |
15
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $1.16K | Sell |
15
-2
| -12% | -$154 | ﹤0.01% | 355 |
|
|
2023
Q1 | $1.28K | Hold |
17
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $1.34K | Hold |
17
| – | – | ﹤0.01% | 295 |
|
|
2022
Q3 | $1.2K | Hold |
17
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $1.36K | Buy |
+17
| New | +$1.36K | ﹤0.01% | 279 |
|