Colgate-Palmolive Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Colgate-Palmolive Company (CL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Colgate-Palmolive Company
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All positions including Colgate-Palmolive Company held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Colgate-Palmolive Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 106k | 79.94 |
| 2025-06-30 | $9.4M | 104k | 90.90 |
| 2025-03-31 | $10M | 109k | 93.70 |
| 2024-12-31 | $7.0M | 77k | 90.91 |
| 2024-09-30 | $411k | 4.0k | 103.81 |
| 2024-06-30 | $338k | 3.5k | 97.04 |
| 2024-03-31 | $308k | 3.4k | 90.05 |
| 2023-09-30 | $243k | 3.4k | 71.11 |
| 2023-06-30 | $299k | 3.9k | 77.04 |
| 2023-03-31 | $266k | 3.5k | 75.15 |
| 2022-12-31 | $279k | 3.5k | 78.79 |
| 2022-09-30 | $252k | 3.6k | 70.33 |
| 2022-06-30 | $284k | 3.5k | 80.20 |
| 2022-03-31 | $269k | 3.5k | 75.97 |
| 2021-12-31 | $304k | 3.6k | 85.44 |
| 2021-09-30 | $268k | 3.5k | 75.68 |
| 2021-06-30 | $288k | 3.5k | 81.33 |
| 2021-03-31 | $265k | 3.4k | 78.64 |
| 2020-12-31 | $299k | 3.5k | 85.45 |
| 2020-09-30 | $260k | 3.4k | 77.15 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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