Heartwood Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $370K | Hold |
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|
2025
Q2 | $421K | Hold |
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|
2025
Q1 | $433K | Hold |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $480K | Hold |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $417K | Hold |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $503K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $202K | Buy |
|