TFA
Trinity Financial Advisors’s Colgate-Palmolive CL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,100
| Closed | -$202K | – | 92 |
|
2025
Q1 | $202K | Buy |
+2,100
| New | +$202K | 0.07% | 87 |
|
2024
Q4 | – | Sell |
-2,100
| Closed | -$206K | – | 87 |
|
2024
Q3 | $206K | Hold |
2,100
| – | – | 0.09% | 81 |
|
2024
Q2 | $204K | Buy |
+2,100
| New | +$204K | 0.09% | 82 |
|