SHFA
SS&H Financial Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
35,213
+2,370
| +7% | +$215K | 1.07% | 25 |
|
|
2025
Q1 | $3.08M | Sell |
32,843
-700
| -2% | -$65.6K | 1.15% | 23 |
|
|
2024
Q4 | $3.05M | Hold |
33,543
| – | – | 1.11% | 20 |
|
|
2024
Q3 | $3.48M | Hold |
33,543
| – | – | 1.27% | 18 |
|
|
2024
Q2 | $3.26M | Hold |
33,543
| – | – | 1.27% | 18 |
|
|
2024
Q1 | $3.02M | Sell |
33,543
-7,470
| -18% | -$673K | 1.26% | 19 |
|
|
2023
Q4 | $3.27M | Hold |
41,013
| – | – | 1.39% | 18 |
|
|
2023
Q3 | $2.92M | Buy |
+41,013
| New | +$2.92M | 1.37% | 20 |
|
|
2023
Q1 | $3.08M | Sell |
41,013
-300
| -0.7% | -$22.5K | 1.41% | 21 |
|
|
2022
Q4 | $3.26M | Hold |
41,313
| – | – | 1.55% | 19 |
|
|
2022
Q3 | $2.9M | Hold |
41,313
| – | – | 1.5% | 19 |
|
|
2022
Q2 | $3.31M | Hold |
41,313
| – | – | 1.53% | 19 |
|
|
2022
Q1 | $3.13M | Buy |
+41,313
| New | +$3.13M | 1.22% | 24 |
|