FA
Fiduciary Alliance’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
44,959
-3,951
| -8% | -$359K | 0.3% | 78 |
|
|
2025
Q1 | $4.58M | Buy |
48,910
+4,181
| +9% | +$392K | 0.45% | 59 |
|
|
2024
Q4 | $4.07M | Buy |
+44,729
| New | +$4.07M | 0.41% | 62 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$969 | – | 296 |
|
|
2023
Q2 | $969 | Buy |
+13
| New | +$969 | ﹤0.01% | 865 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$979 | – | 271 |
|
|
2022
Q4 | $979 | Buy |
+12
| New | +$979 | ﹤0.01% | 782 |
|