Investment Advisory Services’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	–	Sell	-2,453	Closed	-$223K	–	129
2025 Q2	$223K	Sell	2,453 -109	-4%	-$9.95K	0.07%	124
2025 Q1	$240K	Hold	2,562	–	–	0.09%	106
2024 Q4	$233K	Sell	2,562 -1,400	-35%	-$134K	0.08%	106
2024 Q3	$411K	Sell	3,962 -1,500	-27%	-$153K	0.15%	85
2024 Q2	$530K	Buy	5,462 +10	+0.2%	+$922	0.19%	78
2024 Q1	$491K	Buy	5,452 +8	+0.1%	+$678	0.18%	82
2023 Q4	$434K	Hold	5,444	–	–	0.17%	83
2023 Q3	$387K	Hold	5,444	–	–	0.17%	85
2023 Q2	$419K	Sell	5,444 -200	-4%	-$15.5K	0.18%	83
2023 Q1	$424K	Hold	5,644	–	–	0.21%	78
2022 Q4	$445K	Hold	5,644	–	–	0.23%	73
2022 Q3	$396K	Hold	5,644	–	–	0.24%	71
2022 Q2	$452K	Hold	5,644	–	–	0.26%	68
2022 Q1	$428K	Hold	5,644	–	–	0.24%	76
2021 Q4	$482K	Hold	5,644	–	–	0.26%	71
2021 Q3	$427K	Hold	5,644	–	–	0.26%	75
2021 Q2	$459K	Buy	+5,644	New	+$461K	0.28%	72
2020 Q4	$483K	Buy	5,644 +100	+2%	+$8.27K	0.34%	64
2020 Q3	$428K	Hold	5,544	–	–	0.34%	61
2020 Q2	$406K	Hold	5,544	–	–	0.35%	62
2020 Q1	$368K	Hold	5,544	–	–	0.39%	54
2019 Q4	$382K	Buy	+5,544	New	+$378K	0.34%	51