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Provenance Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Provenance Wealth Advisors’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,440
Closed -$135K – 446
2025
Q1 		$135K Sell
1,440
-4,960
-78% -$465K 0.02% 155
2024
Q4 		$582K Buy
+6,400
New +$582K 0.08% 76