OWA
Opal Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
2,445
+5
| +0.2% | +$455 | 0.06% | 177 |
|
|
2025
Q1 | $229K | Buy |
2,440
+32
| +1% | +$3K | 0.07% | 161 |
|
|
2024
Q4 | $219K | Hold |
2,408
| – | – | 0.07% | 178 |
|
|
2024
Q3 | $250K | Hold |
2,408
| – | – | 0.08% | 152 |
|
|
2024
Q2 | $234K | Sell |
2,408
-64
| -3% | -$6.21K | 0.08% | 154 |
|
|
2024
Q1 | $223K | Buy |
+2,472
| New | +$223K | 0.08% | 162 |
|
|
2023
Q3 | – | Sell |
-2,601
| Closed | -$200K | – | 144 |
|
|
2023
Q2 | $200K | Buy |
+2,601
| New | +$200K | 0.1% | 142 |
|
|
2023
Q1 | – | Sell |
-2,567
| Closed | -$202K | – | 118 |
|
|
2022
Q4 | $202K | Buy |
+2,567
| New | +$202K | 0.11% | 119 |
|
|
2022
Q3 | – | Sell |
-2,504
| Closed | -$201K | – | 103 |
|
|
2022
Q2 | $201K | Buy |
+2,504
| New | +$201K | 0.13% | 106 |
|
|
2022
Q1 | – | Sell |
-2,497
| Closed | -$213K | – | 109 |
|
|
2021
Q4 | $213K | Buy |
+2,497
| New | +$213K | 0.13% | 115 |
|