Cascade Financial Partners’s Colgate-Palmolive CL Stock Holding History

Cascade Financial Partners’s Portfolio CL Stock Details CL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260K	Sell
2025 Q4	$299K	Sell
2025 Q3	$371K	Buy
2025 Q2	$420K	Hold
2025 Q1	$432K	Hold
2024 Q4	$420K	Sell
2024 Q3	$485K	Sell
2024 Q2	$492K	Buy
2024 Q1	$426K	Buy