SteelPeak Wealth’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 | – | Sell |
-1,710
| Closed | -$160K | – | 518 |
|
2025
Q1 | $160K | Buy |
+1,710
| New | +$160K | 0.01% | 467 |
|
2023
Q3 | – | Sell |
-3,169
| Closed | -$244K | – | 402 |
|
2023
Q2 | $244K | Buy |
+3,169
| New | +$244K | 0.01% | 349 |
|
2021
Q2 | – | Sell |
-2,705
| Closed | -$213K | – | 409 |
|
2021
Q1 | $213K | Buy |
2,705
+26
| +1% | +$2.05K | 0.02% | 332 |
|
2020
Q4 | $229K | Buy |
+2,679
| New | +$229K | 0.02% | 289 |
|
2020
Q3 | – | Sell |
-3,209
| Closed | -$235K | – | 265 |
|
2020
Q2 | $235K | Buy |
+3,209
| New | +$235K | 0.03% | 213 |
|