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Peak Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Peak Financial Advisors’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,462
Closed -$1.31M – 76
2024
Q4 		$1.31M Buy
+14,462
New +$1.31M 0.68% 37