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Frisch Financial Group’s Colgate-Palmolive CL Stock Holding History

Frisch Financial Group’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,253
Closed -$205K – 158
2025
Q2 		$205K Sell
2,253
-170
-7% -$15.5K 0.05% 139
2025
Q1 		$227K Buy
+2,423
New +$217K 0.06% 117
2021
Q3 		– Sell
-2,661
Closed -$216K – 150
2021
Q2 		$216K Buy
+2,661
New +$218K 0.07% 137
2020
Q1 		– Sell
-3,263
Closed -$225K – 110
2019
Q4 		$225K Sell
3,263
-980
-23% -$66.8K 0.11% 107
2019
Q3 		$312K Buy
+4,243
New +$308K 0.19% 71

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