LVW 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
$936K Buy
10,292
+5,224
+103% +$475K 0.1% 116
2025
Q1
$475K Sell
5,068
-320
-6% -$30K 0.06% 176
2024
Q4
$490K Buy
5,388
+597
+12% +$54.3K 0.06% 190
2024
Q3
$497K Buy
4,791
+1,891
+65% +$196K 0.06% 185
2024
Q2
$281K Buy
+2,900
New +$281K 0.04% 237