Baldwin Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Baldwin Wealth Partners’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
2025 Q2	–	Sell	-2,237	Closed	-$210K	–	222
2025 Q1	$210K	Sell	2,237 -80	-3%	-$7.16K	0.01%	213
2024 Q4	$211K	Sell	2,317 -240	-9%	-$22.9K	0.01%	228
2024 Q3	$265K	Hold	2,557	–	–	0.02%	292
2024 Q2	$248K	Hold	2,557	–	–	0.02%	181
2024 Q1	$230K	Sell	2,557 -501	-16%	-$42.4K	0.02%	201
2023 Q4	$244K	Sell	3,058 -600	-16%	-$45.1K	0.02%	197
2023 Q3	$260K	Hold	3,658	–	–	0.02%	200
2023 Q2	$282K	Sell	3,658 -200	-5%	-$15.5K	0.02%	208
2023 Q1	$290K	Sell	3,858 -26	-0.7%	-$1.93K	0.03%	205
2022 Q4	$306K	Buy	3,884 +3,683	+1,832%	+$276K	0.03%	199
2022 Q3	$14K	Hold	201	–	–	﹤0.01%	482
2022 Q2	$16K	Sell	201 -72	-26%	-$5.63K	﹤0.01%	490
2022 Q1	$21K	Sell	273 -103	-27%	-$8.16K	﹤0.01%	473
2021 Q4	$32K	Hold	376	–	–	﹤0.01%	400
2021 Q3	$28K	Hold	376	–	–	﹤0.01%	414
2021 Q2	$31K	Hold	376	–	–	﹤0.01%	410
2021 Q1	$30K	Buy	376 +51	+16%	+$4K	﹤0.01%	409
2020 Q4	$28K	Hold	325	–	–	﹤0.01%	373
2020 Q3	$25K	Sell	325 -5,090	-94%	-$388K	﹤0.01%	363
2020 Q2	$397K	Hold	5,415	–	–	0.06%	109
2020 Q1	$359K	Sell	5,415 -1,250	-19%	-$88.2K	0.06%	109
2019 Q4	$459K	Hold	6,665	–	–	0.06%	116
2019 Q3	$490K	Hold	6,665	–	–	0.07%	109
2019 Q2	$478K	Hold	6,665	–	–	0.07%	125
2019 Q1	$457K	Sell	6,665 -1,760	-21%	-$114K	0.07%	130
2018 Q4	$501K	Sell	8,425 -150	-2%	-$9.38K	0.08%	116
2018 Q3	$574K	Sell	8,575 -201	-2%	-$13.4K	0.08%	119
2018 Q2	$569K	Buy	8,776 +150	+2%	+$9.81K	0.09%	114
2018 Q1	$618K	Sell	8,626 -595	-6%	-$42.8K	0.1%	108
2017 Q4	$696K	Hold	9,221	–	–	0.11%	109
2017 Q3	$672K	Sell	9,221 -680	-7%	-$49K	0.11%	107
2017 Q2	$734K	Sell	9,901 -159	-2%	-$11.8K	0.12%	102
2017 Q1	$736K	Sell	10,060 -312	-3%	-$21.8K	0.12%	105
2016 Q4	$679K	Buy	10,372 +200	+2%	+$13.7K	0.12%	104
2016 Q3	$754K	Hold	10,172	–	–	0.14%	91
2016 Q2	$745K	Buy	10,172 +530	+5%	+$37.7K	0.15%	88
2016 Q1	$681K	Sell	9,642 -307	-3%	-$20.4K	0.12%	124
2015 Q4	$663K	Hold	9,949	–	–	0.11%	139
2015 Q3	$631K	Sell	9,949 -3,800	-28%	-$248K	0.11%	150
2015 Q2	$899K	Hold	13,749	–	–	0.13%	134
2015 Q1	$953K	Hold	13,749	–	–	0.14%	130
2014 Q4	$951K	Sell	13,749 -7,465	-35%	-$504K	0.14%	139
2014 Q3	$1.38M	Sell	21,214 -26,982	-56%	-$1.78M	0.2%	105
2014 Q2	$3.29M	Buy	48,196 +529	+1%	+$35.5K	0.49%	53
2014 Q1	$3.09M	Sell	47,667 -437	-0.9%	-$27.5K	0.5%	51
2013 Q4	$3.14M	Buy	48,104 +26,666	+124%	+$1.71M	0.5%	54
2013 Q3	$1.27M	Buy	21,438 +288	+1%	+$17.1K	0.23%	100
2013 Q2	$1.21M	Buy	+21,150	New	+$1.26M	0.24%	99

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Baldwin Wealth Partners's CL Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,237 shares — an estimated $210K sold.

Baldwin Wealth Partners first reported a position in CL in Q2 2013 and held it in 48 quarters. The position peaked at $3.29M in Q2 2014. 1,914 funds tracked by Wall St. Rank hold CL as of Q2 2025.

Baldwin Wealth Partners reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 2,237 Colgate-Palmolive shares in Q2 2025, an estimated $210K.
Baldwin Wealth Partners first reported a position in Colgate-Palmolive in Q2 2013 and held it in 48 quarters.
Baldwin Wealth Partners's Colgate-Palmolive position peaked at $3.29M in Q2 2014.
1,914 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.