Wescott Financial Advisory Group’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 | $323K | Buy |
3,555
+111
| +3% | +$10.1K | 0.03% | 142 |
|
|
2025
Q1 | $323K | Sell |
3,444
-73
| -2% | -$6.84K | 0.03% | 135 |
|
|
2024
Q4 | $320K | Buy |
3,517
+119
| +4% | +$10.8K | 0.03% | 136 |
|
|
2024
Q3 | $353K | Buy |
3,398
+11
| +0.3% | +$1.14K | 0.04% | 139 |
|
|
2024
Q2 | $329K | Buy |
3,387
+35
| +1% | +$3.4K | 0.04% | 137 |
|
|
2024
Q1 | $302K | Buy |
3,352
+3
| +0.1% | +$270 | 0.04% | 138 |
|
|
2023
Q4 | $267K | Buy |
3,349
+4
| +0.1% | +$319 | 0.04% | 142 |
|
|
2023
Q3 | $238K | Hold |
3,345
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $258K | Sell |
3,345
-29
| -0.9% | -$2.23K | 0.05% | 140 |
|
|
2023
Q1 | $254K | Buy |
+3,374
| New | +$254K | 0.06% | 135 |
|