FWA
FSM Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
3,205
+986
| +44% | +$92K | 0.05% | 219 |
|
|
2025
Q1 | $208K | Buy |
+2,219
| New | +$208K | 0.05% | 203 |
|
|
2024
Q4 | – | Sell |
-1,963
| Closed | -$204K | – | 194 |
|
|
2024
Q3 | $204K | Buy |
+1,963
| New | +$204K | 0.05% | 185 |
|
|
2023
Q2 | – | Sell |
-2,707
| Closed | -$203K | – | 168 |
|
|
2023
Q1 | $203K | Buy |
2,707
+49
| +2% | +$3.68K | 0.12% | 154 |
|
|
2022
Q4 | $209K | Buy |
+2,658
| New | +$209K | 0.15% | 132 |
|