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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