Heritage Financial Services’s Colgate-Palmolive CL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,043	Closed	-$212K	–	119
2024 Q3	$212K	Buy	+2,043	New	+$212K	0.03%	104
2022 Q3	–	Sell	-2,096	Closed	-$167K	–	137
2022 Q2	$167K	Buy	+2,096	New	+$167K	0.09%	75