Frisch 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 | $205K | Sell |
2,253
-170
| -7% | -$15.5K | 0.05% | 139 |
|
|
2025
Q1 | $227K | Buy |
+2,423
| New | +$227K | 0.06% | 117 |
|
|
2021
Q3 | – | Sell |
-2,661
| Closed | -$216K | – | 150 |
|
|
2021
Q2 | $216K | Buy |
+2,661
| New | +$216K | 0.07% | 137 |
|
|
2020
Q1 | – | Sell |
-3,263
| Closed | -$225K | – | 110 |
|
|
2019
Q4 | $225K | Sell |
3,263
-980
| -23% | -$67.6K | 0.11% | 107 |
|
|
2019
Q3 | $312K | Buy |
+4,243
| New | +$312K | 0.19% | 71 |
|