Montis Financial’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
$215K Hold
2,364
0.06% 131
2025
Q1
$222K Hold
2,364
0.07% 135
2024
Q4
$215K Buy
+2,364
New +$215K 0.07% 129