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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.5M Sell
2025
Q2
$1.76M Sell
2025
Q1
$2.21M Buy
2024
Q4
$2.07M Buy
2024
Q3
$444K Buy
2024
Q2
$239K Buy
2024
Q1
$219K Buy
2022
Q3
Sell
2022
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$218K Buy
2021
Q3
Sell
2021
Q2
$207K Buy
2021
Q1
$201K Buy
2020
Q4
$218K Buy