Heritage Wealth Management (California)’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	-1,298	Closed	-$135K	–	92
2024 Q3	$135K	Hold	1,298	–	–	0.1%	84
2024 Q2	$126K	Buy	+1,298	New	+$126K	0.09%	77