Stone Summit 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 | $240K | Hold |
2,635
| – | – | 0.07% | 134 |
|
2025
Q1 | $247K | Sell |
2,635
-105
| -4% | -$9.84K | 0.08% | 136 |
|
2024
Q4 | $249K | Hold |
2,740
| – | – | 0.08% | 132 |
|
2024
Q3 | $284K | Hold |
2,740
| – | – | 0.09% | 126 |
|
2024
Q2 | $266K | Hold |
2,740
| – | – | 0.1% | 126 |
|
2024
Q1 | $247K | Hold |
2,740
| – | – | 0.09% | 133 |
|
2023
Q4 | $218K | Buy |
+2,740
| New | +$218K | 0.08% | 136 |
|
2023
Q3 | – | Sell |
-2,700
| Closed | -$208K | – | 139 |
|
2023
Q2 | $208K | Hold |
2,700
| – | – | 0.09% | 135 |
|
2023
Q1 | $203K | Sell |
2,700
-54
| -2% | -$4.06K | 0.09% | 131 |
|
2022
Q4 | $217K | Buy |
+2,754
| New | +$217K | 0.11% | 124 |
|
2022
Q3 | – | Sell |
-2,754
| Closed | -$220K | – | 125 |
|
2022
Q2 | $220K | Buy |
+2,754
| New | +$220K | 0.13% | 124 |
|