Safe Harbor Fiduciary’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
$85.1K Sell
936
-4,078
-81% -$371K 0.08% 98
2025
Q1
$470K Sell
5,014
-26
-0.5% -$2.44K 0.49% 46
2024
Q4
$458K Buy
5,040
+38
+0.8% +$3.46K 0.47% 43
2024
Q3
$519K Buy
+5,002
New +$519K 0.49% 37