Journey Strategic 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
Q2 | $702K | Buy |
+7,728
| New | +$702K | 0.02% | 223 |
|
|
2024
Q4 | – | Sell |
-2,280
| Closed | -$237K | – | 512 |
|
|
2024
Q3 | $237K | Buy |
+2,280
| New | +$237K | 0.01% | 413 |
|
|
2022
Q2 | – | Sell |
-2,810
| Closed | -$213K | – | 143 |
|
|
2022
Q1 | $213K | Buy |
2,810
+26
| +0.9% | +$1.97K | 0.02% | 152 |
|
|
2021
Q4 | $238K | Buy |
+2,784
| New | +$238K | 0.02% | 160 |
|