Annex Advisory Services’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Sell |
103,631
-5,359
| -5% | -$487K | 0.23% | 71 |
|
|
2025
Q1 | $10.2M | Buy |
108,990
+32,085
| +42% | +$3.01M | 0.29% | 66 |
|
|
2024
Q4 | $6.99M | Buy |
76,905
+72,950
| +1,845% | +$6.63M | 0.21% | 78 |
|
|
2024
Q3 | $411K | Buy |
3,955
+476
| +14% | +$49.4K | 0.01% | 202 |
|
|
2024
Q2 | $338K | Buy |
3,479
+58
| +2% | +$5.63K | 0.01% | 217 |
|
|
2024
Q1 | $308K | Hold |
3,421
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $273K | Hold |
3,421
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $243K | Sell |
3,421
-454
| -12% | -$32.3K | 0.01% | 222 |
|
|
2023
Q2 | $299K | Buy |
3,875
+334
| +9% | +$25.7K | 0.02% | 190 |
|
|
2023
Q1 | $266K | Hold |
3,541
| – | – | 0.01% | 194 |
|
|
2022
Q4 | $279K | Sell |
3,541
-42
| -1% | -$3.31K | 0.02% | 197 |
|
|
2022
Q3 | $252K | Buy |
3,583
+42
| +1% | +$2.95K | 0.02% | 194 |
|
|
2022
Q2 | $284K | Hold |
3,541
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $269K | Sell |
3,541
-17
| -0.5% | -$1.29K | 0.02% | 203 |
|
|
2021
Q4 | $304K | Buy |
3,558
+17
| +0.5% | +$1.45K | 0.02% | 185 |
|
|
2021
Q3 | $268K | Hold |
3,541
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $288K | Buy |
3,541
+171
| +5% | +$13.9K | 0.02% | 180 |
|
|
2021
Q1 | $265K | Sell |
3,370
-129
| -4% | -$10.1K | 0.03% | 170 |
|
|
2020
Q4 | $299K | Buy |
3,499
+129
| +4% | +$11K | 0.03% | 154 |
|
|
2020
Q3 | $260K | Buy |
+3,370
| New | +$260K | 0.03% | 117 |
|