Kingswood Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,267
| Closed | -$1.48M | – | 810 |
|
|
2024
Q3 | $1.48M | Buy |
14,267
+186
| +1% | +$19.3K | 0.11% | 222 |
|
|
2024
Q2 | $1.37M | Buy |
14,081
+496
| +4% | +$48.1K | 0.12% | 181 |
|
|
2024
Q1 | $1.22M | Sell |
13,585
-375
| -3% | -$33.8K | 0.14% | 169 |
|
|
2023
Q4 | $1.11M | Buy |
13,960
+1,584
| +13% | +$126K | 0.13% | 177 |
|
|
2023
Q3 | $880K | Buy |
+12,376
| New | +$880K | 0.15% | 161 |
|