Foundations Investment Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
4,982
+2,107
| +73% | +$192K | 0.01% | 614 |
|
|
2025
Q1 | $269K | Buy |
2,875
+384
| +15% | +$36K | 0.01% | 743 |
|
|
2024
Q4 | $226K | Buy |
2,491
+81
| +3% | +$7.36K | ﹤0.01% | 759 |
|
|
2024
Q3 | $250K | Buy |
2,410
+94
| +4% | +$9.76K | 0.01% | 688 |
|
|
2024
Q2 | $225K | Buy |
+2,316
| New | +$225K | 0.01% | 692 |
|
|
2024
Q1 | – | Sell |
-3,124
| Closed | -$269K | – | 709 |
|
|
2023
Q4 | $269K | Buy |
3,124
+275
| +10% | +$23.7K | 0.01% | 577 |
|
|
2023
Q3 | $203K | Buy |
+2,849
| New | +$203K | 0.01% | 614 |
|