Jeppson Wealth Management’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
$266K Hold
2025
Q2
$303K Hold
2025
Q1
$312K Sell
2024
Q4
$313K Sell
2024
Q3
$366K Hold
2024
Q2
$342K Buy
2024
Q1
$317K Hold
2023
Q4
$281K Buy
2023
Q3
$249K Buy
2023
Q2
$268K Sell
2023
Q1
$276K Sell
2022
Q4
$325K Sell
2022
Q3
$306K Buy
2022
Q2
$347K Buy
2020
Q4
Sell
2020
Q3
$51K Buy