EFA
Evernest Financial Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
3,696
+727
| +24% | +$66.1K | 0.11% | 132 |
|
|
2025
Q1 | $278K | Buy |
2,969
+277
| +10% | +$26K | 0.1% | 132 |
|
|
2024
Q4 | $245K | Sell |
2,692
-68
| -2% | -$6.18K | 0.06% | 144 |
|
|
2024
Q3 | $286K | Sell |
2,760
-225
| -8% | -$23.4K | 0.08% | 132 |
|
|
2024
Q2 | $290K | Buy |
2,985
+115
| +4% | +$11.2K | 0.13% | 110 |
|
|
2024
Q1 | $250K | Sell |
2,870
-185
| -6% | -$16.1K | 0.12% | 115 |
|
|
2023
Q4 | $244K | Buy |
+3,055
| New | +$244K | 0.12% | 116 |
|
|
2021
Q4 | $239K | Buy |
+2,861
| New | +$239K | 0.12% | 111 |
|