FGAM
Financial Gravity Asset Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.17M | Buy |
+23,118
| New | +$2.17M | 0.47% | 55 |
|
|
2024
Q2 | $2.24M | Sell |
23,085
-20,873
| -47% | -$2.03M | 0.56% | 46 |
|
|
2024
Q1 | $3.73M | Sell |
43,958
-258,934
| -85% | -$22M | 0.5% | 50 |
|
|
2023
Q4 | $70.7M | Buy |
302,892
+21,825
| +8% | +$5.09M | 0.75% | 56 |
|
|
2023
Q3 | $68.9M | Buy |
281,067
+269,096
| +2,248% | +$66M | 0.76% | 55 |
|
|
2023
Q2 | $922 | Buy |
11,971
+147
| +1% | +$11 | ﹤0.01% | 829 |
|
|
2023
Q1 | $893 | Buy |
11,824
+9,014
| +321% | +$681 | 0.03% | 376 |
|
|
2022
Q4 | $221 | Sell |
2,810
-44
| -2% | -$3 | ﹤0.01% | 920 |
|
|
2022
Q3 | $200 | Sell |
2,854
-6,815
| -70% | -$478 | 0.01% | 551 |
|
|
2022
Q2 | $772 | Buy |
9,669
+6,841
| +242% | +$546 | 0.02% | 342 |
|
|
2022
Q1 | $215 | Sell |
2,828
-5,892
| -68% | -$448 | 0.01% | 559 |
|
|
2021
Q4 | $8.85K | Buy |
8,720
+2,459
| +39% | +$2.5K | 0.2% | 143 |
|
|
2021
Q3 | $538K | Sell |
6,261
-7,188
| -53% | -$618K | 0.25% | 74 |
|
|
2021
Q2 | $1.17M | Buy |
13,449
+1,581
| +13% | +$137K | 0.42% | 61 |
|
|
2021
Q1 | $9.37K | Buy |
11,868
+5,262
| +80% | +$4.16K | 0.19% | 96 |
|
|
2020
Q4 | $563K | Buy |
+6,606
| New | +$563K | 0.52% | 50 |
|
|
2020
Q2 | – | Sell |
-1,544
| Closed | -$561 | – | 161 |
|
|
2020
Q1 | $561 | Buy |
1,544
+1,535
| +17,056% | +$558 | ﹤0.01% | 543 |
|
|
2019
Q4 | $69K | Buy |
+9
| New | +$69K | 0.05% | 480 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 1235 |
|
|
2019
Q2 | $0 | Sell |
1
-12
| -92% | – | ﹤0.01% | 1285 |
|
|
2019
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1053 |
|
|
2018
Q3 | $7K | Buy |
122
+6
| +5% | +$344 | 0.01% | 648 |
|
|
2018
Q2 | $8K | Sell |
116
-5
| -4% | -$345 | 0.01% | 608 |
|
|
2018
Q1 | $8K | Buy |
+121
| New | +$8K | 0.01% | 614 |
|