FWM
Focused Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
4,774
+5
| +0.1% | +$454 | 0.05% | 104 |
|
|
2025
Q1 | $447K | Buy |
4,769
+5
| +0.1% | +$468 | 0.06% | 93 |
|
|
2024
Q4 | $433K | Buy |
4,764
+4
| +0.1% | +$364 | 0.06% | 95 |
|
|
2024
Q3 | $494K | Buy |
4,760
+4
| +0.1% | +$415 | 0.06% | 99 |
|
|
2024
Q2 | $462K | Buy |
4,756
+4
| +0.1% | +$388 | 0.07% | 84 |
|
|
2024
Q1 | $428K | Buy |
4,752
+5
| +0.1% | +$450 | 0.07% | 89 |
|
|
2023
Q4 | $378K | Hold |
4,747
| – | – | 0.06% | 90 |
|
|
2023
Q3 | $338K | Hold |
4,747
| – | – | 0.06% | 93 |
|
|
2023
Q2 | $366K | Hold |
4,747
| – | – | 0.07% | 95 |
|
|
2023
Q1 | $357K | Hold |
4,747
| – | – | 0.07% | 96 |
|
|
2022
Q4 | $374K | Hold |
4,747
| – | – | 0.08% | 91 |
|
|
2022
Q3 | $333K | Hold |
4,747
| – | – | 0.07% | 94 |
|
|
2022
Q2 | $380K | Hold |
4,747
| – | – | 0.07% | 100 |
|
|
2022
Q1 | $360K | Sell |
4,747
-1,650
| -26% | -$125K | 0.06% | 107 |
|
|
2021
Q4 | $546K | Hold |
6,397
| – | – | 0.08% | 90 |
|
|
2021
Q3 | $483K | Hold |
6,397
| – | – | 0.08% | 99 |
|
|
2021
Q2 | $520K | Hold |
6,397
| – | – | 0.09% | 94 |
|
|
2021
Q1 | $504K | Buy |
6,397
+398
| +7% | +$31.4K | 0.09% | 94 |
|
|
2020
Q4 | $513K | Buy |
5,999
+1,250
| +26% | +$107K | 0.1% | 88 |
|
|
2020
Q3 | $366K | Hold |
4,749
| – | – | 0.08% | 102 |
|
|
2020
Q2 | $348K | Hold |
4,749
| – | – | 0.08% | 100 |
|
|
2020
Q1 | $315K | Hold |
4,749
| – | – | 0.09% | 93 |
|
|
2019
Q4 | $327K | Hold |
4,749
| – | – | 0.08% | 107 |
|
|
2019
Q3 | $349K | Hold |
4,749
| – | – | 0.1% | 95 |
|
|
2019
Q2 | $340K | Hold |
4,749
| – | – | 0.09% | 100 |
|
|
2019
Q1 | $325K | Sell |
4,749
-1,410
| -23% | -$96.5K | 0.1% | 102 |
|
|
2018
Q4 | $367K | Sell |
6,159
-150
| -2% | -$8.94K | 0.13% | 97 |
|
|
2018
Q3 | $422K | Buy |
6,309
+367
| +6% | +$24.5K | 0.14% | 91 |
|
|
2018
Q2 | $385K | Sell |
5,942
-601
| -9% | -$38.9K | 0.13% | 97 |
|
|
2018
Q1 | $469K | Sell |
6,543
-199
| -3% | -$14.3K | 0.15% | 91 |
|
|
2017
Q4 | $509K | Sell |
6,742
-400
| -6% | -$30.2K | 0.16% | 80 |
|
|
2017
Q3 | $520K | Sell |
7,142
-1,598
| -18% | -$116K | 0.17% | 79 |
|
|
2017
Q2 | $648K | Buy |
8,740
+6,140
| +236% | +$455K | 0.24% | 64 |
|
|
2017
Q1 | $190K | Hold |
2,600
| – | – | 0.07% | 145 |
|
|
2016
Q4 | $170K | Hold |
2,600
| – | – | 0.07% | 163 |
|
|
2016
Q3 | $193K | Buy |
2,600
+1,800
| +225% | +$134K | 0.08% | 144 |
|
|
2016
Q2 | $59K | Sell |
800
-800
| -50% | -$59K | 0.03% | 246 |
|
|
2016
Q1 | $113K | Hold |
1,600
| – | – | 0.06% | 132 |
|
|
2015
Q4 | $107K | Hold |
1,600
| – | – | 0.06% | 144 |
|
|
2015
Q3 | $102K | Hold |
1,600
| – | – | 0.06% | 137 |
|
|
2015
Q2 | $105K | Buy |
1,600
+800
| +100% | +$52.5K | 0.07% | 129 |
|
|
2015
Q1 | $55K | Sell |
800
-800
| -50% | -$55K | 0.03% | 189 |
|
|
2014
Q4 | $111K | Hold |
1,600
| – | – | 0.08% | 122 |
|
|
2014
Q3 | $104K | Hold |
1,600
| – | – | 0.08% | 124 |
|
|
2014
Q2 | $109K | Sell |
1,600
-800
| -33% | -$54.5K | 0.09% | 122 |
|
|
2014
Q1 | $156K | Buy |
2,400
+800
| +50% | +$52K | 0.13% | 95 |
|
|
2013
Q4 | $104K | Sell |
1,600
-200
| -11% | -$13K | 0.09% | 126 |
|
|
2013
Q3 | $107K | Buy |
+1,800
| New | +$107K | 0.1% | 113 |
|