LA
Legacy Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,371
| Closed | -$316K | – | 93 |
|
|
2025
Q1 | $316K | Buy |
3,371
+659
| +24% | +$61.7K | 0.03% | 316 |
|
|
2024
Q4 | $247K | Buy |
2,712
+103
| +4% | +$9.36K | 0.02% | 344 |
|
|
2024
Q3 | $271K | Buy |
2,609
+141
| +6% | +$14.6K | 0.03% | 309 |
|
|
2024
Q2 | $239K | Buy |
2,468
+179
| +8% | +$17.4K | 0.03% | 288 |
|
|
2024
Q1 | $206K | Sell |
2,289
-411
| -15% | -$37K | 0.03% | 299 |
|
|
2023
Q4 | $215K | Sell |
2,700
-1,272
| -32% | -$101K | 0.03% | 287 |
|
|
2023
Q3 | $282K | Sell |
3,972
-16
| -0.4% | -$1.14K | 0.05% | 237 |
|
|
2023
Q2 | $307K | Sell |
3,988
-823
| -17% | -$63.4K | 0.05% | 217 |
|
|
2023
Q1 | $362K | Buy |
4,811
+154
| +3% | +$11.6K | 0.07% | 182 |
|
|
2022
Q4 | $367K | Buy |
4,657
+275
| +6% | +$21.7K | 0.07% | 174 |
|
|
2022
Q3 | $308K | Buy |
4,382
+106
| +2% | +$7.45K | 0.07% | 171 |
|
|
2022
Q2 | $343K | Buy |
4,276
+698
| +20% | +$56K | 0.07% | 157 |
|
|
2022
Q1 | $271K | Buy |
+3,578
| New | +$271K | 0.05% | 174 |
|
|
2019
Q3 | – | Sell |
-1,987
| Closed | -$142K | – | 157 |
|
|
2019
Q2 | $142K | Buy |
1,987
+900
| +83% | +$64.3K | 0.1% | 130 |
|
|
2019
Q1 | $75K | Buy |
+1,087
| New | +$75K | 0.02% | 183 |
|
|
2018
Q4 | – | Sell |
-1,087
| Closed | -$73K | – | 174 |
|
|
2018
Q3 | $73K | Hold |
1,087
| – | – | 0.04% | 199 |
|
|
2018
Q2 | $70K | Hold |
1,087
| – | – | 0.05% | 163 |
|
|
2018
Q1 | $78K | Buy |
+1,087
| New | +$78K | 0.06% | 130 |
|