Lifeworks Advisors’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 | $678K | Sell |
7,459
-891
| -11% | -$81K | 0.1% | 162 |
|
|
2025
Q1 | $782K | Buy |
8,350
+784
| +10% | +$73.5K | 0.13% | 142 |
|
|
2024
Q4 | $688K | Sell |
7,566
-817
| -10% | -$74.3K | 0.12% | 142 |
|
|
2024
Q3 | $870K | Sell |
8,383
-624
| -7% | -$64.8K | 0.17% | 125 |
|
|
2024
Q2 | $874K | Sell |
9,007
-657
| -7% | -$63.8K | 0.24% | 91 |
|
|
2024
Q1 | $870K | Sell |
9,664
-1,475
| -13% | -$133K | 0.24% | 96 |
|
|
2023
Q4 | $888K | Sell |
11,139
-1,104
| -9% | -$88K | 0.31% | 85 |
|
|
2023
Q3 | $871K | Buy |
12,243
+3,703
| +43% | +$263K | 0.34% | 84 |
|
|
2023
Q2 | $658K | Buy |
8,540
+3,476
| +69% | +$268K | 0.28% | 90 |
|
|
2023
Q1 | $381K | Buy |
+5,064
| New | +$381K | 0.18% | 115 |
|
|
2022
Q4 | – | Sell |
-3,371
| Closed | -$249K | – | 115 |
|
|
2022
Q3 | $249K | Buy |
3,371
+395
| +13% | +$29.2K | 0.14% | 112 |
|
|
2022
Q2 | $238K | Buy |
+2,976
| New | +$238K | 0.15% | 117 |
|