AWM
Aries Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
13,872
-27
| -0.2% | -$2.45K | 0.33% | 77 |
|
|
2025
Q1 | $1.3M | Hold |
13,899
| – | – | 0.35% | 70 |
|
|
2024
Q4 | $1.26M | Sell |
13,899
-5
| -0% | -$455 | 0.35% | 70 |
|
|
2024
Q3 | $1.44M | Sell |
13,904
-78
| -0.6% | -$8.1K | 0.4% | 61 |
|
|
2024
Q2 | $1.36M | Sell |
13,982
-273
| -2% | -$26.5K | 0.43% | 60 |
|
|
2024
Q1 | $1.28M | Sell |
14,255
-1,230
| -8% | -$111K | 0.41% | 64 |
|
|
2023
Q4 | $1.23M | Sell |
15,485
-124
| -0.8% | -$9.88K | 0.44% | 62 |
|
|
2023
Q3 | $1.13M | Buy |
15,609
+68
| +0.4% | +$4.91K | 0.44% | 64 |
|
|
2023
Q2 | $1.2M | Buy |
15,541
+3
| +0% | +$231 | 0.46% | 62 |
|
|
2023
Q1 | $1.17M | Sell |
15,538
-22
| -0.1% | -$1.65K | 0.48% | 64 |
|
|
2022
Q4 | $1.23M | Hold |
15,560
| – | – | 0.53% | 57 |
|
|
2022
Q3 | $1.15M | Sell |
15,560
-337
| -2% | -$24.9K | 0.51% | 57 |
|
|
2022
Q2 | $1.27M | Buy |
+15,897
| New | +$1.27M | 0.58% | 48 |
|
|
2022
Q1 | – | Sell |
-16,057
| Closed | -$1.37M | – | 99 |
|
|
2021
Q4 | $1.37M | Buy |
16,057
+144
| +0.9% | +$12.3K | 0.52% | 55 |
|
|
2021
Q3 | $1.2M | Buy |
15,913
+535
| +3% | +$40.4K | 0.51% | 54 |
|
|
2021
Q2 | $1.25M | Buy |
15,378
+5
| +0% | +$407 | 0.54% | 51 |
|
|
2021
Q1 | $1.22M | Sell |
15,373
-753
| -5% | -$59.8K | 0.55% | 49 |
|
|
2020
Q4 | $1.33M | Hold |
16,126
| – | – | 0.66% | 42 |
|
|
2020
Q3 | $1.24M | Buy |
16,126
+140
| +0.9% | +$10.8K | 0.71% | 40 |
|
|
2020
Q2 | $1.17M | Buy |
15,986
+806
| +5% | +$59K | 0.71% | 42 |
|
|
2020
Q1 | $1.04M | Buy |
15,180
+410
| +3% | +$28K | 0.79% | 38 |
|
|
2019
Q4 | $1.01M | Hold |
14,770
| – | – | 0.62% | 43 |
|
|
2019
Q3 | $1.04M | Sell |
14,770
-78
| -0.5% | -$5.5K | 0.69% | 42 |
|
|
2019
Q2 | $1.09M | Sell |
14,848
-73
| -0.5% | -$5.34K | 0.76% | 40 |
|
|
2019
Q1 | $1.02M | Buy |
14,921
+95
| +0.6% | +$6.51K | 0.76% | 42 |
|
|
2018
Q4 | $882K | Buy |
14,826
+40
| +0.3% | +$2.38K | 0.94% | 39 |
|
|
2018
Q3 | $990K | Hold |
14,786
| – | – | 0.89% | 35 |
|
|
2018
Q2 | $991K | Sell |
14,786
-380
| -3% | -$25.5K | 0.92% | 32 |
|
|
2018
Q1 | $1.09M | Buy |
15,166
+270
| +2% | +$19.4K | 1.05% | 32 |
|
|
2017
Q4 | $1.15M | Buy |
+14,896
| New | +$1.15M | 1.06% | 28 |
|