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Alpha Omega Wealth Management’s Colgate-Palmolive CL Stock Holding History

Alpha Omega Wealth Management’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,971
Closed -$205K – 203
2024
Q3 		$205K Sell
1,971
-115
-6% -$11.7K 0.04% 203
2024
Q2 		$202K Buy
+2,086
New +$192K 0.04% 203
2023
Q1 		– Sell
-2,595
Closed -$204K – 211
2022
Q4 		$204K Buy
+2,595
New +$195K 0.04% 204
2022
Q3 		– Sell
-2,665
Closed -$214K – 206
2022
Q2 		$214K Sell
2,665
-100
-4% -$7.82K 0.04% 200
2022
Q1 		$210K Sell
2,765
-109
-4% -$8.63K 0.03% 211
2021
Q4 		$237K Buy
2,874
+25
+0.9% +$1.95K 0.04% 207
2021
Q3 		$215K Hold
2,849
– – 0.04% 210
2021
Q2 		$232K Hold
2,849
– – 0.04% 207
2021
Q1 		$225K Sell
2,849
-10
-0.3% -$784 0.04% 209
2020
Q4 		$244K Sell
2,859
-100
-3% -$8.27K 0.04% 187
2020
Q3 		$228K Buy
2,959
+109
+4% +$8.31K 0.03% 175
2020
Q2 		$209K Buy
+2,850
New +$202K 0.03% 181
2020
Q1 		– Sell
-2,940
Closed -$202K – 192
2019
Q4 		$202K Buy
+2,940
New +$200K 0.03% 210
2019
Q3 		– Sell
-2,940
Closed -$211K – 270
2019
Q2 		$211K Hold
2,940
– – 0.09% 129
2019
Q1 		$202K Hold
2,940
– – 0.09% 133
2018
Q4 		$175K Hold
2,940
– – 0.09% 131
2018
Q3 		$197K Hold
2,940
– – 0.09% 129
2018
Q2 		$191K Sell
2,940
-400
-12% -$26.2K 0.09% 123
2018
Q1 		$239K Hold
3,340
– – 0.12% 112
2017
Q4 		$252K Sell
3,340
-100
-3% -$7.3K 0.12% 111
2017
Q3 		$251K Hold
3,440
– – 0.13% 112
2017
Q2 		$255K Sell
3,440
-100
-3% -$7.42K 0.13% 108
2017
Q1 		$259K Hold
3,540
– – 0.14% 105
2016
Q4 		$232K Buy
+3,540
New +$243K 0.12% 112

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Alpha Omega Wealth Management's CL Position: Q4 2024 in Review

Alpha Omega Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 1,971 shares — an estimated $205K sold.

Alpha Omega Wealth Management first reported a position in CL in Q4 2016 and held it in 24 quarters. The position peaked at $259K in Q1 2017. 1,936 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Alpha Omega Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 1,971 Colgate-Palmolive shares in Q4 2024, an estimated $205K.
  • Alpha Omega Wealth Management first reported a position in Colgate-Palmolive in Q4 2016 and held it in 24 quarters.
  • Alpha Omega Wealth Management's Colgate-Palmolive position peaked at $259K in Q1 2017.
  • 1,936 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.