HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
2,611
| – | – | 0.03% | 210 |
|
|
2025
Q1 | $245K | Sell |
2,611
-125
| -5% | -$11.7K | 0.03% | 201 |
|
|
2024
Q4 | $249K | Buy |
2,736
+6
| +0.2% | +$545 | 0.03% | 197 |
|
|
2024
Q3 | $283K | Hold |
2,730
| – | – | 0.04% | 184 |
|
|
2024
Q2 | $265K | Hold |
2,730
| – | – | 0.04% | 183 |
|
|
2024
Q1 | $246K | Hold |
2,730
| – | – | 0.04% | 190 |
|
|
2023
Q4 | $218K | Buy |
+2,730
| New | +$218K | 0.03% | 188 |
|