GWM
GDS Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,443
| Closed | -$768K | – | 172 |
|
|
2024
Q4 | $768K | Hold |
8,443
| – | – | 0.07% | 96 |
|
|
2024
Q3 | $876K | Hold |
8,443
| – | – | 0.09% | 75 |
|
|
2024
Q2 | $819K | Sell |
8,443
-9
| -0.1% | -$873 | 0.09% | 65 |
|
|
2024
Q1 | $761K | Hold |
8,452
| – | – | 0.09% | 70 |
|
|
2023
Q4 | $674K | Buy |
8,452
+9
| +0.1% | +$717 | 0.09% | 68 |
|
|
2023
Q3 | $600K | Hold |
8,443
| – | – | 0.09% | 65 |
|
|
2023
Q2 | $650K | Hold |
8,443
| – | – | 0.11% | 69 |
|
|
2023
Q1 | $634K | Hold |
8,443
| – | – | 0.11% | 66 |
|
|
2022
Q4 | $665K | Sell |
8,443
-12
| -0.1% | -$945 | 0.13% | 68 |
|
|
2022
Q3 | $594K | Buy |
+8,455
| New | +$594K | 0.13% | 64 |
|