Optivise Advisory Services’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	$388K	Buy	4,264 +103	+2%	+$9.36K	0.2%	113
2025 Q1	$390K	Sell	4,161 -20	-0.5%	-$1.87K	0.22%	103
2024 Q4	$380K	Buy	4,181 +224	+6%	+$20.4K	0.2%	107
2024 Q3	$411K	Sell	3,957 -351	-8%	-$36.4K	0.22%	95
2024 Q2	$418K	Buy	+4,308	New	+$418K	0.23%	95