WIA
Wetzel Investment Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,190
| Closed | -$205K | – | 127 |
|
|
2025
Q1 | $205K | Sell |
2,190
-24
| -1% | -$2.25K | 0.1% | 117 |
|
|
2024
Q4 | $201K | Hold |
2,214
| – | – | 0.1% | 119 |
|
|
2024
Q3 | $230K | Buy |
2,214
+814
| +58% | +$84.5K | 0.12% | 111 |
|
|
2024
Q2 | $126K | Sell |
1,400
-814
| -37% | -$73.3K | 0.07% | 154 |
|
|
2024
Q1 | $192K | Buy |
2,214
+41
| +2% | +$3.56K | 0.11% | 116 |
|
|
2023
Q4 | $173K | Buy |
+2,173
| New | +$173K | 0.11% | 123 |
|