LWAM
Legacy Wealth Asset Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
6,950
-28
| -0.4% | -$2.55K | 0.16% | 201 |
|
|
2025
Q1 | $654K | Sell |
6,978
-34
| -0.5% | -$3.19K | 0.18% | 182 |
|
|
2024
Q4 | $637K | Sell |
7,012
-82
| -1% | -$7.46K | 0.17% | 184 |
|
|
2024
Q3 | $736K | Sell |
7,094
-1
| -0% | -$104 | 0.2% | 149 |
|
|
2024
Q2 | $688K | Sell |
7,095
-2,197
| -24% | -$213K | 0.19% | 146 |
|
|
2024
Q1 | $837K | Buy |
9,292
+53
| +0.6% | +$4.77K | 0.23% | 120 |
|
|
2023
Q4 | $736K | Buy |
9,239
+30
| +0.3% | +$2.39K | 0.24% | 127 |
|
|
2023
Q3 | $655K | Buy |
9,209
+31
| +0.3% | +$2.2K | 0.24% | 132 |
|
|
2023
Q2 | $707K | Sell |
9,178
-1,684
| -16% | -$130K | 0.25% | 125 |
|
|
2023
Q1 | $816K | Buy |
10,862
+29
| +0.3% | +$2.18K | 0.29% | 99 |
|
|
2022
Q4 | $854K | Buy |
10,833
+218
| +2% | +$17.2K | 0.33% | 96 |
|
|
2022
Q3 | $746K | Sell |
10,615
-701
| -6% | -$49.3K | 0.33% | 101 |
|
|
2022
Q2 | $907K | Buy |
11,316
+139
| +1% | +$11.1K | 0.37% | 94 |
|
|
2022
Q1 | $848K | Buy |
11,177
+395
| +4% | +$30K | 0.3% | 132 |
|
|
2021
Q4 | $920K | Buy |
10,782
+1,320
| +14% | +$113K | 0.31% | 123 |
|
|
2021
Q3 | $715K | Buy |
9,462
+188
| +2% | +$14.2K | 0.33% | 124 |
|
|
2021
Q2 | $754K | Buy |
9,274
+254
| +3% | +$20.7K | 0.33% | 124 |
|
|
2021
Q1 | $711K | Buy |
9,020
+243
| +3% | +$19.2K | 0.33% | 125 |
|
|
2020
Q4 | $751K | Buy |
+8,777
| New | +$751K | 0.38% | 95 |
|