GYL Financial Synergies’s Colgate-Palmolive CL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$714K	Sell	6,879 -364	-5%	-$37.1K	0.05%	210
2024 Q2	$703K	Buy	7,243 +21	+0.3%	+$1.94K	0.05%	210
2024 Q1	$650K	Buy	7,222 +133	+2%	+$11.3K	0.05%	214
2023 Q4	$565K	Buy	7,089 +141	+2%	+$10.6K	0.05%	228
2023 Q3	$494K	Sell	6,948 -106	-2%	-$7.93K	0.05%	235
2023 Q2	$543K	Buy	7,054 +2,067	+41%	+$160K	0.05%	232
2023 Q1	$375K	Buy	+4,987	New	+$371K	0.04%	217
2021 Q1	–	Sell	-4,277	Closed	-$366K	–	178
2020 Q4	$366K	Buy	4,277 +191	+5%	+$15.8K	0.21%	117
2020 Q3	$315K	Buy	4,086 +150	+4%	+$11.4K	0.21%	120
2020 Q2	$288K	Buy	3,936 +905	+30%	+$64.3K	0.21%	120
2020 Q1	$201K	Sell	3,031 -1,510	-33%	-$106K	0.13%	137
2019 Q4	$313K	Buy	+4,541	New	+$310K	0.14%	122