Annex Advisory Services’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.48M Buy
2025
Q2
$9.42M Sell
2025
Q1
$10.2M Buy
2024
Q4
$6.99M Buy
2024
Q3
$411K Buy
2024
Q2
$338K Buy
2024
Q1
$308K Hold
2023
Q4
$273K Hold
2023
Q3
$243K Sell
2023
Q2
$299K Buy
2023
Q1
$266K Hold
2022
Q4
$279K Sell
2022
Q3
$252K Buy
2022
Q2
$284K Hold
2022
Q1
$269K Sell
2021
Q4
$304K Buy
2021
Q3
$268K Hold
2021
Q2
$288K Buy
2021
Q1
$265K Sell
2020
Q4
$299K Buy
2020
Q3
$260K Buy