Marcum 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
Q1
$354K Buy
3,774
+46
+1% +$4.31K 0.03% 258
2024
Q4
$339K Buy
3,728
+282
+8% +$25.6K 0.03% 261
2024
Q3
$358K Buy
3,446
+57
+2% +$5.92K 0.03% 244
2024
Q2
$329K Buy
3,389
+201
+6% +$19.5K 0.03% 253
2024
Q1
$287K Buy
3,188
+64
+2% +$5.76K 0.03% 278
2023
Q4
$249K Sell
3,124
-35
-1% -$2.79K 0.03% 294
2023
Q3
$225K Buy
3,159
+157
+5% +$11.2K 0.03% 298
2023
Q2
$231K Buy
+3,002
New +$231K 0.03% 299