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