Cascade Financial Partners’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 | $420K | Hold |
4,615
| – | – | 0.05% | 173 |
|
|
2025
Q1 | $432K | Hold |
4,615
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $420K | Sell |
4,615
-250
| -5% | -$22.7K | 0.05% | 152 |
|
|
2024
Q3 | $485K | Sell |
4,865
-200
| -4% | -$19.9K | 0.06% | 143 |
|
|
2024
Q2 | $492K | Buy |
5,065
+100
| +2% | +$9.7K | 0.06% | 141 |
|
|
2024
Q1 | $426K | Buy |
+4,965
| New | +$426K | 0.06% | 145 |
|