Berger Financial Group’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
4,193
-65
-2% -$5.91K 0.02% 299
2025
Q1
$399K Sell
4,258
-838
-16% -$78.5K 0.03% 291
2024
Q4
$463K Sell
5,096
-18
-0.4% -$1.64K 0.03% 265
2024
Q3
$531K Sell
5,114
-41
-0.8% -$4.26K 0.04% 228
2024
Q2
$500K Sell
5,155
-115
-2% -$11.2K 0.04% 215
2024
Q1
$475K Sell
5,270
-57,204
-92% -$5.15M 0.04% 213
2023
Q4
$4.98M Sell
62,474
-1,302
-2% -$104K 0.52% 53
2023
Q3
$4.54M Buy
63,776
+3,551
+6% +$253K 0.52% 57
2023
Q2
$4.64M Sell
60,225
-1,965
-3% -$151K 0.53% 52
2023
Q1
$4.67M Buy
+62,190
New +$4.67M 0.56% 53