BFS
Bard Financial Services’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
4,100
| – | – | 0.04% | 160 |
|
|
2025
Q1 | $384K | Hold |
4,100
| – | – | 0.05% | 162 |
|
|
2024
Q4 | $373K | Hold |
4,100
| – | – | 0.04% | 163 |
|
|
2024
Q3 | $426K | Sell |
4,100
-5,000
| -55% | -$519K | 0.05% | 161 |
|
|
2024
Q2 | $883K | Hold |
9,100
| – | – | 0.09% | 127 |
|
|
2024
Q1 | $819K | Hold |
9,100
| – | – | 0.09% | 128 |
|
|
2023
Q4 | $725K | Hold |
9,100
| – | – | 0.08% | 131 |
|
|
2023
Q3 | $647K | Buy |
9,100
+475
| +6% | +$33.8K | 0.08% | 133 |
|
|
2023
Q2 | $664K | Hold |
8,625
| – | – | 0.05% | 194 |
|
|
2023
Q1 | $648K | Sell |
8,625
-2,250
| -21% | -$169K | 0.05% | 195 |
|
|
2022
Q4 | $857K | Hold |
10,875
| – | – | 0.07% | 176 |
|
|
2022
Q3 | $764K | Hold |
10,875
| – | – | 0.07% | 174 |
|
|
2022
Q2 | $872K | Hold |
10,875
| – | – | 0.08% | 162 |
|
|
2022
Q1 | $825K | Hold |
10,875
| – | – | 0.07% | 162 |
|
|
2021
Q4 | $928K | Hold |
10,875
| – | – | 0.07% | 156 |
|
|
2021
Q3 | $822K | Hold |
10,875
| – | – | 0.07% | 154 |
|
|
2021
Q2 | $885K | Buy |
10,875
+365
| +3% | +$29.7K | 0.08% | 151 |
|
|
2021
Q1 | $829K | Hold |
10,510
| – | – | 0.08% | 149 |
|
|
2020
Q4 | $899K | Buy |
+10,510
| New | +$899K | 0.09% | 141 |
|