Lake Street Private Wealth’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 | – | Sell |
-2,441
| Closed | -$229K | – | 262 |
|
|
2025
Q1 | $229K | Buy |
2,441
+205
| +9% | +$19.2K | 0.04% | 224 |
|
|
2024
Q4 | $203K | Sell |
2,236
-1,822
| -45% | -$166K | 0.03% | 238 |
|
|
2024
Q3 | $421K | Sell |
4,058
-490
| -11% | -$50.9K | 0.07% | 178 |
|
|
2024
Q2 | $441K | Buy |
4,548
+146
| +3% | +$14.2K | 0.06% | 233 |
|
|
2024
Q1 | $396K | Buy |
4,402
+1,168
| +36% | +$105K | 0.05% | 237 |
|
|
2023
Q4 | $258K | Buy |
+3,234
| New | +$258K | 0.04% | 266 |
|
|
2023
Q3 | – | Sell |
-2,708
| Closed | -$209K | – | 287 |
|
|
2023
Q2 | $209K | Sell |
2,708
-128
| -5% | -$9.86K | 0.04% | 266 |
|
|
2023
Q1 | $213K | Sell |
2,836
-57
| -2% | -$4.28K | 0.04% | 261 |
|
|
2022
Q4 | $228K | Buy |
+2,893
| New | +$228K | 0.05% | 248 |
|
|
2022
Q3 | – | Sell |
-2,686
| Closed | -$215K | – | 284 |
|
|
2022
Q2 | $215K | Hold |
2,686
| – | – | 0.05% | 266 |
|
|
2022
Q1 | $204K | Sell |
2,686
-50
| -2% | -$3.8K | 0.04% | 297 |
|
|
2021
Q4 | $233K | Buy |
+2,736
| New | +$233K | 0.04% | 292 |
|