Lake Street Advisors Group’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $474K | Buy |
5,216
+221
| +4% | +$20.1K | 0.02% | 338 |
|
|
2024
Q3 | $519K | Sell |
4,995
-5
| -0.1% | -$519 | 0.02% | 329 |
|
|
2024
Q2 | $485K | Buy |
5,000
+70
| +1% | +$6.79K | 0.02% | 326 |
|
|
2024
Q1 | $444K | Buy |
4,930
+60
| +1% | +$5.4K | 0.02% | 361 |
|
|
2023
Q4 | $388K | Buy |
+4,870
| New | +$388K | 0.02% | 376 |
|
|
2021
Q3 | – | Sell |
-3,793
| Closed | -$299K | – | 264 |
|
|
2021
Q2 | $299K | Sell |
3,793
-63
| -2% | -$4.97K | 0.02% | 244 |
|
|
2021
Q1 | $304K | Buy |
3,856
+386
| +11% | +$30.4K | 0.02% | 236 |
|
|
2020
Q4 | $297K | Sell |
3,470
-30
| -0.9% | -$2.57K | 0.02% | 225 |
|
|
2020
Q3 | $270K | Sell |
3,500
-11
| -0.3% | -$849 | 0.03% | 222 |
|
|
2020
Q2 | $257K | Buy |
3,511
+117
| +3% | +$8.56K | 0.03% | 222 |
|
|
2020
Q1 | $225K | Buy |
+3,394
| New | +$225K | 0.03% | 209 |
|
|
2018
Q3 | – | Sell |
-3,889
| Closed | -$252K | – | 237 |
|
|
2018
Q2 | $252K | Sell |
3,889
-534
| -12% | -$34.6K | 0.03% | 262 |
|
|
2018
Q1 | $317K | Sell |
4,423
-650
| -13% | -$46.6K | 0.04% | 188 |
|
|
2017
Q4 | $383K | Buy |
+5,073
| New | +$383K | 0.04% | 172 |
|