LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Sell |
65,126
-882
| -1% | -$80.2K | 0.05% | 84 |
|
|
2025
Q1 | $6.2M | Sell |
66,008
-56,864
| -46% | -$5.34M | 0.06% | 79 |
|
|
2024
Q4 | $11.2M | Sell |
122,872
-1,602
| -1% | -$146K | 0.1% | 70 |
|
|
2024
Q3 | $12.4M | Buy |
124,474
+52,860
| +74% | +$5.27M | 0.11% | 67 |
|
|
2024
Q2 | $6.98M | Sell |
71,614
-645
| -0.9% | -$62.8K | 0.06% | 78 |
|
|
2024
Q1 | $6.38M | Sell |
72,259
-2,435
| -3% | -$215K | 0.06% | 77 |
|
|
2023
Q4 | $6.29M | Sell |
74,694
-9,799
| -12% | -$825K | 0.06% | 75 |
|
|
2023
Q3 | $6.32M | Sell |
84,493
-11,718
| -12% | -$877K | 0.07% | 75 |
|
|
2023
Q2 | $7.41M | Sell |
96,211
-3,979
| -4% | -$307K | 0.08% | 72 |
|
|
2023
Q1 | $7.53M | Sell |
100,190
-1,934
| -2% | -$145K | 0.09% | 71 |
|
|
2022
Q4 | $8.05M | Buy |
102,124
+437
| +0.4% | +$34.4K | 0.1% | 71 |
|
|
2022
Q3 | $7.14M | Sell |
101,687
-2,119
| -2% | -$149K | 0.09% | 71 |
|
|
2022
Q2 | $8.32M | Sell |
103,806
-8,617
| -8% | -$691K | 0.1% | 69 |
|
|
2022
Q1 | $8.53M | Sell |
112,423
-14,288
| -11% | -$1.08M | 0.09% | 72 |
|
|
2021
Q4 | $10.8M | Sell |
126,711
-33,711
| -21% | -$2.88M | 0.1% | 68 |
|
|
2021
Q3 | $12.1M | Sell |
160,422
-53,479
| -25% | -$4.04M | 0.12% | 64 |
|
|
2021
Q2 | $17.4M | Sell |
213,901
-47,301
| -18% | -$3.85M | 0.18% | 62 |
|
|
2021
Q1 | $20.6M | Sell |
261,202
-110,476
| -30% | -$8.71M | 0.23% | 58 |
|
|
2020
Q4 | $31.8M | Sell |
371,678
-24,525
| -6% | -$2.1M | 0.36% | 52 |
|
|
2020
Q3 | $30.6M | Sell |
396,203
-11,155
| -3% | -$861K | 0.38% | 50 |
|
|
2020
Q2 | $29.8M | Sell |
407,358
-4,974
| -1% | -$364K | 0.41% | 47 |
|
|
2020
Q1 | $27.4M | Sell |
412,332
-97,323
| -19% | -$6.46M | 0.46% | 41 |
|
|
2019
Q4 | $35.1M | Sell |
509,655
-42,823
| -8% | -$2.95M | 0.47% | 45 |
|
|
2019
Q3 | $40.6M | Sell |
552,478
-33,579
| -6% | -$2.47M | 0.59% | 42 |
|
|
2019
Q2 | $42M | Sell |
586,057
-173,310
| -23% | -$12.4M | 0.61% | 42 |
|
|
2019
Q1 | $52M | Sell |
759,367
-196,651
| -21% | -$13.5M | 0.79% | 36 |
|
|
2018
Q4 | $56.9M | Sell |
956,018
-222,878
| -19% | -$13.3M | 1.03% | 31 |
|
|
2018
Q3 | $78.9M | Sell |
1,178,896
-132,533
| -10% | -$8.87M | 1.25% | 26 |
|
|
2018
Q2 | $85M | Sell |
1,311,429
-86,005
| -6% | -$5.57M | 1.48% | 23 |
|
|
2018
Q1 | $100M | Sell |
1,397,434
-101,392
| -7% | -$7.27M | 1.82% | 20 |
|
|
2017
Q4 | $113M | Sell |
1,498,826
-26,207
| -2% | -$1.98M | 2.08% | 18 |
|
|
2017
Q3 | $111M | Sell |
1,525,033
-7,259
| -0.5% | -$529K | 2.15% | 17 |
|
|
2017
Q2 | $111M | Sell |
1,532,292
-34,701
| -2% | -$2.51M | 2.2% | 14 |
|
|
2017
Q1 | $115M | Buy |
1,566,993
+2,097
| +0.1% | +$153K | 2.4% | 12 |
|
|
2016
Q4 | $102M | Sell |
1,564,896
-6,636
| -0.4% | -$434K | 2.28% | 13 |
|
|
2016
Q3 | $117M | Sell |
1,571,532
-10,242
| -0.6% | -$759K | 2.66% | 11 |
|
|
2016
Q2 | $116M | Sell |
1,581,774
-20,788
| -1% | -$1.52M | 2.66% | 11 |
|
|
2016
Q1 | $113M | Buy |
1,602,562
+10,596
| +0.7% | +$749K | 2.67% | 11 |
|
|
2015
Q4 | $106M | Buy |
1,591,966
+56,810
| +4% | +$3.78M | 2.63% | 10 |
|
|
2015
Q3 | $100M | Hold |
1,535,156
| – | – | 2.56% | 10 |
|
|
2015
Q2 | $100M | Sell |
1,535,156
-17,487
| -1% | -$1.14M | 2.56% | 10 |
|
|
2015
Q1 | $108M | Buy |
1,552,643
+19,971
| +1% | +$1.38M | 2.72% | 9 |
|
|
2014
Q4 | $106M | Sell |
1,532,672
-11,992
| -0.8% | -$830K | 2.72% | 10 |
|
|
2014
Q3 | $101M | Sell |
1,544,664
-7,345
| -0.5% | -$479K | 2.73% | 9 |
|
|
2014
Q2 | $106M | Sell |
1,552,009
-18,925
| -1% | -$1.29M | 2.86% | 9 |
|
|
2014
Q1 | $102M | Sell |
1,570,934
-30,883
| -2% | -$2M | 2.79% | 8 |
|
|
2013
Q4 | $104M | Sell |
1,601,817
-12,684
| -0.8% | -$827K | 2.88% | 8 |
|
|
2013
Q3 | $95.7M | Sell |
1,614,501
-7,929
| -0.5% | -$470K | 2.92% | 8 |
|
|
2013
Q2 | $92.9M | Buy |
+1,622,430
| New | +$92.9M | 2.91% | 7 |
|