EFS
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Essex Financial Services’s Colgate-Palmolive CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
14,265
-4,157
-23% -$378K 0.09% 206
2025
Q1
$1.73M Buy
18,422
+288
+2% +$27K 0.12% 160
2024
Q4
$1.65M Buy
18,134
+52
+0.3% +$4.73K 0.12% 163
2024
Q3
$1.8M Sell
18,082
-5,083
-22% -$507K 0.13% 148
2024
Q2
$2.38M Buy
23,165
+10,380
+81% +$1.07M 0.18% 112
2024
Q1
$1.15M Sell
12,785
-678
-5% -$61.1K 0.11% 184
2023
Q4
$1.07M Buy
13,463
+14
+0.1% +$1.12K 0.11% 177
2023
Q3
$956K Sell
13,449
-30
-0.2% -$2.13K 0.11% 180
2023
Q2
$1.04M Buy
13,479
+593
+5% +$45.7K 0.12% 170
2023
Q1
$968K Buy
12,886
+239
+2% +$18K 0.1% 184
2022
Q4
$996K Sell
12,647
-877
-6% -$69.1K 0.11% 183
2022
Q3
$950K Buy
13,524
+3
+0% +$211 0.11% 171
2022
Q2
$1.08M Buy
13,521
+107
+0.8% +$8.58K 0.12% 168
2022
Q1
$1.02M Buy
13,414
+3,741
+39% +$284K 0.1% 199
2021
Q4
$826K Buy
9,673
+27
+0.3% +$2.31K 0.08% 222
2021
Q3
$729K Sell
9,646
-249
-3% -$18.8K 0.08% 226
2021
Q2
$780K Hold
9,895
0.11% 186
2021
Q1
$780K Buy
9,895
+1,775
+22% +$140K 0.14% 156
2020
Q4
$694K Sell
8,120
-2,516
-24% -$215K 0.14% 152
2020
Q3
$821K Buy
10,636
+7,382
+227% +$570K 0.2% 114
2020
Q2
$238K Sell
3,254
-3,212
-50% -$235K 0.07% 221
2020
Q1
$429K Sell
6,466
-973
-13% -$64.6K 0.15% 139
2019
Q4
$512K Buy
7,439
+30
+0.4% +$2.07K 0.14% 146
2019
Q3
$545K Sell
7,409
-1,384
-16% -$102K 0.18% 129
2019
Q2
$630K Buy
8,793
+28
+0.3% +$2.01K 0.19% 115
2019
Q1
$601K Sell
8,765
-12
-0.1% -$823 0.18% 118
2018
Q4
$522K Sell
8,777
-154
-2% -$9.16K 0.16% 127
2018
Q3
$598K Sell
8,931
-1,124
-11% -$75.3K 0.13% 141
2018
Q2
$652K Sell
10,055
-84
-0.8% -$5.45K 0.16% 133
2018
Q1
$727K Sell
10,139
-76
-0.7% -$5.45K 0.14% 153
2017
Q4
$771K Sell
10,215
-150
-1% -$11.3K 0.18% 111
2017
Q3
$755K Buy
10,365
+12
+0.1% +$874 0.19% 116
2017
Q2
$767K Sell
10,353
-11,162
-52% -$827K 0.16% 137
2017
Q1
$1.58M Hold
21,515
0.36% 69
2016
Q4
$1.41M Sell
21,515
-96
-0.4% -$6.28K 0.3% 80
2016
Q3
$1.6M Hold
21,611
0.38% 70
2016
Q2
$1.58M Sell
21,611
-1,025
-5% -$75K 0.38% 70
2016
Q1
$1.6M Sell
22,636
-80
-0.4% -$5.65K 0.4% 66
2015
Q4
$1.51M Sell
22,716
-655
-3% -$43.6K 0.36% 72
2015
Q3
$1.48M Hold
23,371
0.39% 69
2015
Q2
$1.53M Sell
23,371
-4
-0% -$262 0.39% 68
2015
Q1
$1.62M Buy
23,375
+300
+1% +$20.8K 0.42% 61
2014
Q4
$1.6M Hold
23,075
0.42% 63
2014
Q3
$1.51M Hold
23,075
0.45% 56
2014
Q2
$1.57M Sell
23,075
-270
-1% -$18.4K 0.47% 52
2014
Q1
$1.51M Hold
23,345
0.49% 49
2013
Q4
$1.52M Buy
23,345
+4,737
+25% +$309K 0.51% 47
2013
Q3
$1.1K Sell
18,608
-7,838
-30% -$465 0.35% 58
2013
Q2
$1.52M Buy
+26,446
New +$1.52M 0.53% 41