AWM
Axxcess Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
47,377
+206
| +0.4% | +$18.7K | 0.1% | 162 |
|
|
2025
Q1 | $4.42M | Buy |
47,171
+8,385
| +22% | +$786K | 0.12% | 148 |
|
|
2024
Q4 | $3.53M | Buy |
38,786
+117
| +0.3% | +$10.6K | 0.08% | 173 |
|
|
2024
Q3 | $4.01M | Sell |
38,669
-10,095
| -21% | -$1.05M | 0.1% | 159 |
|
|
2024
Q2 | $4.73M | Sell |
48,764
-3,106
| -6% | -$301K | 0.13% | 137 |
|
|
2024
Q1 | $4.67M | Sell |
51,870
-2,718
| -5% | -$245K | 0.13% | 133 |
|
|
2023
Q4 | $4.35M | Buy |
54,588
+3,793
| +7% | +$302K | 0.13% | 139 |
|
|
2023
Q3 | $3.61M | Buy |
50,795
+22,149
| +77% | +$1.58M | 0.12% | 136 |
|
|
2023
Q2 | $2.21M | Buy |
28,646
+3,204
| +13% | +$247K | 0.16% | 125 |
|
|
2023
Q1 | $1.91M | Buy |
25,442
+5,314
| +26% | +$399K | 0.14% | 139 |
|
|
2022
Q4 | $1.59M | Buy |
20,128
+11,408
| +131% | +$899K | 0.13% | 153 |
|
|
2022
Q3 | $612K | Buy |
8,720
+1,745
| +25% | +$122K | 0.06% | 270 |
|
|
2022
Q2 | $559K | Buy |
6,975
+707
| +11% | +$56.7K | 0.05% | 281 |
|
|
2022
Q1 | $475K | Sell |
6,268
-755
| -11% | -$57.2K | 0.04% | 362 |
|
|
2021
Q4 | $599K | Buy |
+7,023
| New | +$599K | 0.04% | 314 |
|