Zimmermann Investment Management & Planning’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	–	Sell	-4,725	Closed	-$491K	–	27
2024 Q3	$491K	Buy	4,725 +583	+14%	+$60.5K	0.15%	86
2024 Q2	$402K	Buy	+4,142	New	+$402K	0.13%	93