GeoWealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Sell |
1,919
-295
| -13% | -$26.8K | 0.01% | 701 |
|
|
2025
Q1 | $207K | Sell |
2,214
-2,978
| -57% | -$279K | 0.01% | 651 |
|
|
2024
Q4 | $472K | Sell |
5,192
-1,389
| -21% | -$126K | 0.02% | 481 |
|
|
2024
Q3 | $683K | Sell |
6,581
-1,941
| -23% | -$201K | 0.02% | 398 |
|
|
2024
Q2 | $827K | Buy |
8,522
+2,697
| +46% | +$262K | 0.04% | 307 |
|
|
2024
Q1 | $525K | Buy |
5,825
+3,244
| +126% | +$292K | 0.02% | 424 |
|
|
2023
Q4 | $206K | Buy |
+2,581
| New | +$206K | 0.02% | 500 |
|