Redwood Wealth Management Group’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 | $260K | Hold |
2,855
| – | – | 0.12% | 151 |
|
2025
Q1 | $268K | Hold |
2,855
| – | – | 0.14% | 134 |
|
2024
Q4 | $259K | Hold |
2,855
| – | – | 0.13% | 137 |
|
2024
Q3 | $296K | Hold |
2,855
| – | – | 0.15% | 130 |
|
2024
Q2 | $277K | Buy |
2,855
+5
| +0.2% | +$485 | 0.21% | 96 |
|
2024
Q1 | $257K | Sell |
2,850
-2,200
| -44% | -$198K | 0.27% | 97 |
|
2023
Q4 | $403K | Hold |
5,050
| – | – | 0.45% | 68 |
|
2023
Q3 | $359K | Hold |
5,050
| – | – | 0.42% | 74 |
|
2023
Q2 | $389K | Hold |
5,050
| – | – | 0.43% | 73 |
|
2023
Q1 | $380K | Hold |
5,050
| – | – | 0.43% | 69 |
|
2022
Q4 | $398K | Buy |
+5,050
| New | +$398K | 0.5% | 59 |
|