SEA
Stegent Equity Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,958
| Closed | -$465K | – | 106 |
|
|
2025
Q1 | $465K | Sell |
4,958
-8,588
| -63% | -$805K | 0.47% | 62 |
|
|
2024
Q4 | $1.23M | Buy |
13,546
+2,579
| +24% | +$234K | 1.25% | 30 |
|
|
2024
Q3 | $1.14M | Buy |
10,967
+8,309
| +313% | +$863K | 1.26% | 27 |
|
|
2024
Q2 | $258K | Buy |
+2,658
| New | +$258K | 0.27% | 73 |
|