SW
Simplicity Wealth’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
30,534
+15,470
| +103% | +$1.41M | 0.12% | 173 |
|
|
2025
Q1 | $1.41M | Buy |
15,064
+12,009
| +393% | +$1.13M | 0.11% | 199 |
|
|
2024
Q4 | $278K | Sell |
3,055
-12,592
| -80% | -$1.14M | 0.06% | 252 |
|
|
2024
Q3 | $1.62M | Sell |
15,647
-23,448
| -60% | -$2.43M | 0.15% | 130 |
|
|
2024
Q2 | $3.79M | Buy |
39,095
+1,404
| +4% | +$136K | 0.09% | 231 |
|
|
2024
Q1 | $3.39M | Buy |
37,691
+29,607
| +366% | +$2.67M | 0.08% | 245 |
|
|
2023
Q4 | $644K | Buy |
+8,084
| New | +$644K | 0.25% | 65 |
|