IWP
Invenio Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
3,297
+749
| +29% | +$68.1K | 0.12% | 78 |
|
|
2025
Q1 | $239K | Sell |
2,548
-95
| -4% | -$8.9K | 0.1% | 80 |
|
|
2024
Q4 | $240K | Sell |
2,643
-35
| -1% | -$3.18K | 0.1% | 86 |
|
|
2024
Q3 | $278K | Sell |
2,678
-49
| -2% | -$5.09K | 0.12% | 83 |
|
|
2024
Q2 | $265K | Sell |
2,727
-31
| -1% | -$3.01K | 0.13% | 80 |
|
|
2024
Q1 | $248K | Sell |
2,758
-50
| -2% | -$4.5K | 0.13% | 82 |
|
|
2023
Q4 | $224K | Buy |
+2,808
| New | +$224K | 0.16% | 86 |
|