FRG Family Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Hold |
18,753
| – | – | 0.3% | 52 |
|
|
2025
Q1 | $1.76M | Sell |
18,753
-1,030
| -5% | -$96.5K | 0.34% | 49 |
|
|
2024
Q4 | $1.8M | Hold |
19,783
| – | – | 0.33% | 51 |
|
|
2024
Q3 | $2.05M | Hold |
19,783
| – | – | 0.37% | 48 |
|
|
2024
Q2 | $2.03M | Hold |
19,783
| – | – | 0.39% | 47 |
|
|
2024
Q1 | $1.82M | Hold |
19,783
| – | – | 0.36% | 47 |
|
|
2023
Q4 | $1.58M | Hold |
19,783
| – | – | 0.32% | 54 |
|
|
2023
Q3 | $1.41M | Sell |
19,783
-460
| -2% | -$32.7K | 0.32% | 57 |
|
|
2023
Q2 | $1.56M | Sell |
20,243
-400
| -2% | -$30.8K | 0.34% | 53 |
|
|
2023
Q1 | $1.55M | Sell |
20,643
-740
| -3% | -$55.6K | 0.35% | 55 |
|
|
2022
Q4 | $1.68M | Sell |
21,383
-1,330
| -6% | -$105K | 0.4% | 50 |
|
|
2022
Q3 | $1.6M | Hold |
22,713
| – | – | 0.39% | 50 |
|
|
2022
Q2 | $1.82M | Hold |
22,713
| – | – | 0.42% | 45 |
|
|
2022
Q1 | $1.72M | Hold |
22,713
| – | – | 0.34% | 54 |
|
|
2021
Q4 | $1.94M | Sell |
22,713
-882
| -4% | -$75.3K | 0.36% | 50 |
|
|
2021
Q3 | $1.78M | Sell |
23,595
-1,028
| -4% | -$77.7K | 0.35% | 52 |
|
|
2021
Q2 | $2M | Hold |
24,623
| – | – | 0.38% | 50 |
|
|
2021
Q1 | $1.94M | Hold |
24,623
| – | – | 0.4% | 50 |
|
|
2020
Q4 | $2.11M | Sell |
24,623
-480
| -2% | -$41.1K | 0.46% | 47 |
|
|
2020
Q3 | $1.94M | Buy |
25,103
+258
| +1% | +$19.9K | 0.47% | 48 |
|
|
2020
Q2 | $1.82M | Hold |
24,845
| – | – | 0.48% | 45 |
|
|
2020
Q1 | $1.65M | Hold |
24,845
| – | – | 0.5% | 45 |
|
|
2019
Q4 | $1.71M | Sell |
24,845
-160
| -0.6% | -$11K | 0.41% | 54 |
|
|
2019
Q3 | $1.84M | Sell |
25,005
-1,610
| -6% | -$118K | 0.47% | 51 |
|
|
2019
Q2 | $1.91M | Sell |
26,615
-1,240
| -4% | -$88.8K | 0.5% | 51 |
|
|
2019
Q1 | $1.91M | Sell |
27,855
-560
| -2% | -$38.4K | 0.54% | 52 |
|
|
2018
Q4 | $1.69M | Sell |
28,415
-965
| -3% | -$57.4K | 0.55% | 52 |
|
|
2018
Q3 | $1.97M | Hold |
29,380
| – | – | 0.54% | 54 |
|
|
2018
Q2 | $1.9M | Sell |
29,380
-1,300
| -4% | -$84.2K | 0.57% | 51 |
|
|
2018
Q1 | $2.2M | Buy |
30,680
+200
| +0.7% | +$14.3K | 0.73% | 48 |
|
|
2017
Q4 | $2.3M | Sell |
30,480
-775
| -2% | -$58.5K | 0.74% | 48 |
|
|
2017
Q3 | $2.28M | Buy |
31,255
+215
| +0.7% | +$15.7K | 0.79% | 45 |
|
|
2017
Q2 | $2.3M | Buy |
31,040
+430
| +1% | +$31.9K | 0.85% | 43 |
|
|
2017
Q1 | $2.24M | Buy |
30,610
+1,235
| +4% | +$90.5K | 0.87% | 42 |
|
|
2016
Q4 | $1.92M | Sell |
29,375
-250
| -0.8% | -$16.4K | 0.8% | 46 |
|
|
2016
Q3 | $2.2M | Hold |
29,625
| – | – | 0.99% | 35 |
|
|
2016
Q2 | $2.17M | Hold |
29,625
| – | – | 0.98% | 35 |
|
|
2016
Q1 | $2.1M | Hold |
29,625
| – | – | 1.02% | 32 |
|
|
2015
Q4 | $1.97M | Buy |
+29,625
| New | +$1.97M | 0.96% | 36 |
|