AWM
AE Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
12,048
+3,680
| +44% | +$335K | 0.01% | 701 |
|
|
2025
Q1 | $784K | Sell |
8,368
-3,312
| -28% | -$310K | 0.01% | 780 |
|
|
2024
Q4 | $1.06M | Buy |
11,680
+3,636
| +45% | +$331K | 0.01% | 685 |
|
|
2024
Q3 | $835K | Sell |
8,044
-14,563
| -64% | -$1.51M | 0.01% | 744 |
|
|
2024
Q2 | $2.19M | Buy |
22,607
+9,382
| +71% | +$910K | 0.02% | 497 |
|
|
2024
Q1 | $1.19M | Sell |
13,225
-53,994
| -80% | -$4.86M | 0.01% | 619 |
|
|
2023
Q4 | $5.57M | Sell |
67,219
-26,682
| -28% | -$2.21M | 0.03% | 560 |
|
|
2023
Q3 | $6.68M | Buy |
93,901
+36,819
| +65% | +$2.62M | 0.04% | 465 |
|
|
2023
Q2 | $4.4M | Sell |
57,082
-8,865
| -13% | -$683K | 0.03% | 580 |
|
|
2023
Q1 | $4.96M | Buy |
65,947
+1,881
| +3% | +$141K | 0.03% | 511 |
|
|
2022
Q4 | $5.05M | Buy |
64,066
+13,244
| +26% | +$1.04M | 0.04% | 480 |
|
|
2022
Q3 | $3.57M | Sell |
50,822
-10,903
| -18% | -$766K | 0.03% | 513 |
|
|
2022
Q2 | $4.95M | Buy |
61,725
+6,299
| +11% | +$505K | 0.04% | 413 |
|
|
2022
Q1 | $4.2M | Buy |
55,426
+7,564
| +16% | +$574K | 0.03% | 494 |
|
|
2021
Q4 | $4.09M | Sell |
47,862
-865
| -2% | -$73.8K | 0.03% | 472 |
|
|
2021
Q3 | $3.68M | Buy |
48,727
+2,631
| +6% | +$199K | 0.03% | 452 |
|
|
2021
Q2 | $3.75M | Buy |
46,096
+15,796
| +52% | +$1.29M | 0.03% | 453 |
|
|
2021
Q1 | $2.39M | Sell |
30,300
-1,562
| -5% | -$123K | 0.02% | 524 |
|
|
2020
Q4 | $2.73M | Sell |
31,862
-1,088
| -3% | -$93.1K | 0.03% | 406 |
|
|
2020
Q3 | $2.54M | Buy |
32,950
+3,631
| +12% | +$280K | 0.04% | 369 |
|
|
2020
Q2 | $2.15M | Buy |
29,319
+3,778
| +15% | +$277K | 0.03% | 389 |
|
|
2020
Q1 | $1.7M | Sell |
25,541
-780
| -3% | -$51.8K | 0.04% | 341 |
|
|
2019
Q4 | $1.81M | Buy |
26,321
+6,633
| +34% | +$457K | 0.04% | 365 |
|
|
2019
Q3 | $1.45M | Buy |
19,688
+1,465
| +8% | +$108K | 0.04% | 346 |
|
|
2019
Q2 | $1.31M | Sell |
18,223
-33,176
| -65% | -$2.38M | 0.04% | 332 |
|
|
2019
Q1 | $3.52M | Buy |
51,399
+35,806
| +230% | +$2.45M | 0.24% | 86 |
|
|
2018
Q4 | $928K | Sell |
15,593
-1,323
| -8% | -$78.7K | 0.16% | 154 |
|
|
2018
Q3 | $1.13M | Sell |
16,916
-1,619
| -9% | -$108K | 0.06% | 200 |
|
|
2018
Q2 | $1.2M | Buy |
18,535
+1,466
| +9% | +$95K | 0.08% | 143 |
|
|
2018
Q1 | $1.22M | Sell |
17,069
-1,212
| -7% | -$86.9K | 0.09% | 134 |
|
|
2017
Q4 | $1.38M | Buy |
18,281
+175
| +1% | +$13.2K | 0.12% | 119 |
|
|
2017
Q3 | $1.32M | Buy |
18,106
+1,636
| +10% | +$119K | 0.12% | 112 |
|
|
2017
Q2 | $1.22M | Buy |
16,470
+4,871
| +42% | +$361K | 0.15% | 120 |
|
|
2017
Q1 | $849K | Buy |
11,599
+5,476
| +89% | +$401K | 0.16% | 129 |
|
|
2016
Q4 | $401K | Buy |
+6,123
| New | +$401K | 0.16% | 130 |
|