Valley Wealth Managers’s Colgate-Palmolive CL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-84	Closed	-$7.64K	–	386
2024 Q4	$7.64K	Sell	84 -16	-16%	-$1.53K	﹤0.01%	300
2024 Q3	$10.4K	Hold	100	–	–	﹤0.01%	290
2024 Q2	$9.7K	Hold	100	–	–	﹤0.01%	289
2024 Q1	$9.01K	Hold	100	–	–	﹤0.01%	259
2023 Q4	$7.97K	Hold	100	–	–	﹤0.01%	277
2023 Q3	$7.11K	Sell	100 -58	-37%	-$4.34K	﹤0.01%	298
2023 Q2	$12.2K	Hold	158	–	–	﹤0.01%	264
2023 Q1	$11.9K	Hold	158	–	–	﹤0.01%	278
2022 Q4	$12.4K	Sell	158 -250	-61%	-$18.7K	﹤0.01%	288
2022 Q3	$29K	Buy	408 +250	+158%	+$19.6K	﹤0.01%	268
2022 Q2	$13K	Buy	+158	New	+$12.4K	﹤0.01%	317
2017 Q2	–	Sell	-600	Closed	-$44K	–	134
2017 Q1	$44K	Sell	600 -100	-14%	-$7K	0.01%	143
2016 Q4	$46K	Sell	700 -100	-13%	-$6.86K	0.01%	139
2016 Q3	$59K	Hold	800	–	–	0.01%	140
2016 Q2	$59K	Buy	+800	New	+$57K	0.01%	137