Live Oak 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 | $276K | Sell |
3,034
-20
| -0.7% | -$1.82K | 0.04% | 162 |
|
|
2025
Q1 | $286K | Hold |
3,054
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $278K | Hold |
3,054
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $317K | Buy |
3,054
+66
| +2% | +$6.85K | 0.05% | 138 |
|
|
2024
Q2 | $290K | Sell |
2,988
-60
| -2% | -$5.82K | 0.05% | 137 |
|
|
2024
Q1 | $274K | Sell |
3,048
-86
| -3% | -$7.74K | 0.05% | 145 |
|
|
2023
Q4 | $250K | Sell |
3,134
-135
| -4% | -$10.8K | 0.05% | 142 |
|
|
2023
Q3 | $232K | Sell |
3,269
-28
| -0.8% | -$1.99K | 0.05% | 136 |
|
|
2023
Q2 | $254K | Buy |
3,297
+78
| +2% | +$6.01K | 0.05% | 136 |
|
|
2023
Q1 | $242K | Sell |
3,219
-1,191
| -27% | -$89.5K | 0.05% | 138 |
|
|
2022
Q4 | $347K | Hold |
4,410
| – | – | 0.07% | 125 |
|
|
2022
Q3 | $310K | Hold |
4,410
| – | – | 0.07% | 130 |
|
|
2022
Q2 | $353K | Buy |
+4,410
| New | +$353K | 0.07% | 130 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$275K | – | 76 |
|
|
2019
Q4 | $275K | Buy |
+4,000
| New | +$275K | 0.27% | 63 |
|