SFSG
Sound Financial Strategies Group’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
8,304
+180
| +2% | +$16.4K | 0.64% | 52 |
|
|
2025
Q1 | $761K | Sell |
8,124
-833
| -9% | -$78.1K | 0.68% | 41 |
|
|
2024
Q4 | $814K | Buy |
+8,957
| New | +$814K | 0.68% | 51 |
|
|
2024
Q2 | – | Sell |
-7,154
| Closed | -$644K | – | 93 |
|
|
2024
Q1 | $644K | Sell |
7,154
-112
| -2% | -$10.1K | 0.54% | 31 |
|
|
2023
Q4 | $579K | Sell |
7,266
-3,629
| -33% | -$289K | 0.49% | 40 |
|
|
2023
Q3 | $775K | Sell |
10,895
-601
| -5% | -$42.7K | 0.64% | 47 |
|
|
2023
Q2 | $886K | Buy |
+11,496
| New | +$886K | 0.65% | 44 |
|
|
2022
Q3 | – | Sell |
-13,977
| Closed | -$1.12M | – | 33 |
|
|
2022
Q2 | $1.12M | Buy |
+13,977
| New | +$1.12M | 0.88% | 19 |
|
|
2021
Q2 | – | Sell |
-6,990
| Closed | -$551K | – | 91 |
|
|
2021
Q1 | $551K | Sell |
6,990
-7,740
| -53% | -$610K | 0.28% | 64 |
|
|
2020
Q4 | $1.26M | Buy |
+14,730
| New | +$1.26M | 0.69% | 12 |
|