WR Wealth Planners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $70K | Buy |
770
+17
| +2% | +$1.55K | 0.02% | 281 |
|
|
2024
Q3 | $78.2K | Buy |
753
+2
| +0.3% | +$208 | 0.02% | 286 |
|
|
2024
Q2 | $72.9K | Buy |
751
+4
| +0.5% | +$388 | 0.02% | 285 |
|
|
2024
Q1 | $67.3K | Buy |
+747
| New | +$67.3K | 0.02% | 297 |
|
|
2023
Q4 | – | Sell |
-731
| Closed | -$52K | – | 297 |
|
|
2023
Q3 | $52K | Buy |
731
+31
| +4% | +$2.2K | 0.02% | 312 |
|
|
2023
Q2 | $53.9K | Buy |
700
+200
| +40% | +$15.4K | 0.02% | 308 |
|
|
2023
Q1 | $37.6K | Buy |
+500
| New | +$37.6K | 0.02% | 353 |
|