Impact Partnership Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,833
| Closed | -$803K | – | 274 |
|
|
2024
Q4 | $803K | Buy |
+8,833
| New | +$803K | 0.16% | 75 |
|
|
2024
Q2 | – | Sell |
-147
| Closed | -$13.2K | – | 296 |
|
|
2024
Q1 | $13.2K | Hold |
147
| – | – | 0.01% | 423 |
|
|
2023
Q4 | $11.7K | Hold |
147
| – | – | ﹤0.01% | 482 |
|
|
2023
Q3 | $10.5K | Sell |
147
-25
| -15% | -$1.78K | ﹤0.01% | 585 |
|
|
2023
Q2 | $13.3K | Buy |
+172
| New | +$13.3K | ﹤0.01% | 396 |
|