FMWA
Forvis Mazars Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
18,458
-78
| -0.4% | -$7.09K | 0.04% | 170 |
|
|
2025
Q1 | $1.74M | Sell |
18,536
-258
| -1% | -$24.2K | 0.04% | 165 |
|
|
2024
Q4 | $1.71M | Buy |
18,794
+108
| +0.6% | +$9.82K | 0.04% | 171 |
|
|
2024
Q3 | $1.94M | Buy |
18,686
+255
| +1% | +$26.5K | 0.04% | 168 |
|
|
2024
Q2 | $1.79M | Sell |
18,431
-135
| -0.7% | -$13.1K | 0.04% | 170 |
|
|
2024
Q1 | $1.67M | Sell |
18,566
-1,163
| -6% | -$105K | 0.04% | 175 |
|
|
2023
Q4 | $1.57M | Sell |
19,729
-1,517
| -7% | -$121K | 0.04% | 173 |
|
|
2023
Q3 | $1.51M | Sell |
21,246
-197
| -0.9% | -$14K | 0.05% | 175 |
|
|
2023
Q2 | $1.65M | Buy |
21,443
+3,319
| +18% | +$256K | 0.05% | 177 |
|
|
2023
Q1 | $1.36M | Buy |
18,124
+1
| +0% | +$75 | 0.04% | 179 |
|
|
2022
Q4 | $1.43M | Sell |
18,123
-835
| -4% | -$65.8K | 0.05% | 174 |
|
|
2022
Q3 | $1.33M | Sell |
18,958
-438
| -2% | -$30.8K | 0.05% | 173 |
|
|
2022
Q2 | $1.55M | Sell |
19,396
-537
| -3% | -$43K | 0.06% | 149 |
|
|
2022
Q1 | $1.51M | Sell |
19,933
-195
| -1% | -$14.8K | 0.06% | 128 |
|
|
2021
Q4 | $1.72M | Sell |
20,128
-1,531
| -7% | -$131K | 0.07% | 114 |
|
|
2021
Q3 | $1.64M | Sell |
21,659
-466
| -2% | -$35.2K | 0.08% | 109 |
|
|
2021
Q2 | $1.8M | Sell |
22,125
-1,987
| -8% | -$162K | 0.08% | 100 |
|
|
2021
Q1 | $1.9M | Sell |
24,112
-4,916
| -17% | -$388K | 0.09% | 97 |
|
|
2020
Q4 | $2.48M | Buy |
29,028
+485
| +2% | +$41.5K | 0.12% | 87 |
|
|
2020
Q3 | $2.2M | Sell |
28,543
-440
| -2% | -$33.9K | 0.13% | 84 |
|
|
2020
Q2 | $2.12M | Sell |
28,983
-7,304
| -20% | -$535K | 0.14% | 80 |
|
|
2020
Q1 | $2.41M | Sell |
36,287
-1,708
| -4% | -$113K | 0.2% | 54 |
|
|
2019
Q4 | $2.62M | Sell |
37,995
-1,234
| -3% | -$85K | 0.19% | 68 |
|
|
2019
Q3 | $2.88M | Sell |
39,229
-502
| -1% | -$36.9K | 0.23% | 59 |
|
|
2019
Q2 | $2.85M | Sell |
39,731
-937
| -2% | -$67.2K | 0.23% | 60 |
|
|
2019
Q1 | $2.79M | Buy |
40,668
+6,699
| +20% | +$459K | 0.23% | 63 |
|
|
2018
Q4 | $2.02M | Sell |
33,969
-5,723
| -14% | -$341K | 0.21% | 59 |
|
|
2018
Q3 | $2.66M | Sell |
39,692
-350
| -0.9% | -$23.4K | 0.23% | 55 |
|
|
2018
Q2 | $2.6M | Sell |
40,042
-9,358
| -19% | -$606K | 0.25% | 58 |
|
|
2018
Q1 | $3.54M | Buy |
49,400
+3,275
| +7% | +$235K | 0.35% | 40 |
|
|
2017
Q4 | $3.48M | Buy |
46,125
+2,551
| +6% | +$192K | 0.35% | 39 |
|
|
2017
Q3 | $3.17M | Buy |
43,574
+1,700
| +4% | +$124K | 0.35% | 36 |
|
|
2017
Q2 | $3.1M | Buy |
41,874
+633
| +2% | +$46.9K | 0.35% | 40 |
|
|
2017
Q1 | $3.02M | Buy |
41,241
+919
| +2% | +$67.3K | 0.37% | 36 |
|
|
2016
Q4 | $2.64M | Buy |
40,322
+2,097
| +5% | +$137K | 0.35% | 43 |
|
|
2016
Q3 | $2.83M | Buy |
38,225
+791
| +2% | +$58.6K | 0.39% | 38 |
|
|
2016
Q2 | $2.74M | Sell |
37,434
-557
| -1% | -$40.8K | 0.41% | 37 |
|
|
2016
Q1 | $2.68M | Buy |
37,991
+6
| +0% | +$424 | 0.43% | 34 |
|
|
2015
Q4 | $2.53M | Buy |
37,985
+425
| +1% | +$28.3K | 0.38% | 33 |
|
|
2015
Q3 | $2.38M | Sell |
37,560
-3,377
| -8% | -$214K | 0.42% | 31 |
|
|
2015
Q2 | $2.68M | Sell |
40,937
-1,304
| -3% | -$85.3K | 0.4% | 37 |
|
|
2015
Q1 | $2.93M | Buy |
42,241
+81
| +0.2% | +$5.62K | 0.42% | 34 |
|
|
2014
Q4 | $2.92M | Buy |
42,160
+775
| +2% | +$53.6K | 0.48% | 32 |
|
|
2014
Q3 | $2.7M | Buy |
41,385
+286
| +0.7% | +$18.7K | 0.47% | 33 |
|
|
2014
Q2 | $2.8M | Sell |
41,099
-775
| -2% | -$52.8K | 0.48% | 33 |
|
|
2014
Q1 | $2.71M | Buy |
41,874
+2,728
| +7% | +$177K | 0.48% | 36 |
|
|
2013
Q4 | $2.55M | Sell |
39,146
-7,964
| -17% | -$519K | 0.47% | 39 |
|
|
2013
Q3 | $2.79M | Sell |
47,110
-23
| -0% | -$1.36K | 0.57% | 28 |
|
|
2013
Q2 | $2.7M | Buy |
+47,133
| New | +$2.7M | 2.14% | 9 |
|