Live Oak Private Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $243K | Buy |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $310K | Hold |
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|
2022
Q2 | $353K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $275K | Buy |
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