Bard Financial Services’s Colgate-Palmolive CL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$328K	Hold	4,100	–	–	0.04%	167
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%	-$510K	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%	+$35.5K	0.08%	133
2023 Q2	$664K	Hold	8,625	–	–	0.05%	194
2023 Q1	$648K	Sell	8,625 -2,250	-21%	-$167K	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%	+$29.8K	0.08%	151
2021 Q1	$829K	Hold	10,510	–	–	0.08%	149
2020 Q4	$899K	Buy	+10,510	New	+$869K	0.09%	141