MWM
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Modern Wealth Management’s Colgate-Palmolive CL Stock Holding History

Modern Wealth Management’s Portfolio CL Stock Details CL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$545K Sell
5,996
-2,210
-27% -$201K 0.01% 450
2025
Q1 		$769K Buy
8,206
+5,973
+267% +$560K 0.02% 344
2024
Q4 		$203K Buy
+2,233
New +$203K 0.01% 551