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Buckley Wealth Management’s Colgate-Palmolive CL Stock Holding History

Buckley 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
2023
Q2 		– Sell
-2,708
Closed -$204K – 128
2023
Q1 		$204K Hold
2,708
– – 0.07% 100
2022
Q4 		$213K Sell
2,708
-6,415
-70% -$481K 0.08% 104
2022
Q3 		$641K Sell
9,123
-2,286
-20% -$179K 0.24% 73
2022
Q2 		$914K Sell
11,409
-1,783
-14% -$139K 0.29% 59
2022
Q1 		$1M Buy
13,192
+4,891
+59% +$387K 0.27% 66
2021
Q4 		$708K Buy
8,301
+4,394
+112% +$343K 0.21% 87
2021
Q3 		$295K Sell
3,907
-3,322
-46% -$264K 0.1% 110
2021
Q2 		$588K Buy
7,229
+166
+2% +$13.6K 0.2% 82
2021
Q1 		$557K Buy
7,063
+386
+6% +$30.3K 0.21% 78
2020
Q4 		$571K Sell
6,677
-451
-6% -$37.3K 0.23% 70
2020
Q3 		$550K Sell
7,128
-1,217
-15% -$92.8K 0.25% 68
2020
Q2 		$611K Sell
8,345
-5
-0.1% -$355 0.28% 69
2020
Q1 		$554K Buy
8,350
+1,460
+21% +$103K 0.3% 69
2019
Q4 		$474K Buy
6,890
+95
+1% +$6.48K 0.22% 83
2019
Q3 		$500K Sell
6,795
-360
-5% -$26.1K 0.24% 79
2019
Q2 		$513K Sell
7,155
-130
-2% -$9.23K 0.24% 83
2019
Q1 		$499K Sell
7,285
-468
-6% -$30.2K 0.24% 87
2018
Q4 		$461K Sell
7,753
-183
-2% -$11.4K 0.24% 86
2018
Q3 		$531K Sell
7,936
-172
-2% -$11.5K 0.23% 90
2018
Q2 		$525K Buy
8,108
+494
+6% +$32.3K 0.25% 89
2018
Q1 		$546K Buy
7,614
+499
+7% +$35.9K 0.27% 88
2017
Q4 		$537K Buy
+7,115
New +$520K 0.27% 87

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Buckley Wealth Management's CL Position: Q2 2023 in Review

Buckley Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 2,708 shares — an estimated $204K sold.

Buckley Wealth Management first reported a position in CL in Q4 2017 and held it in 22 quarters. The position peaked at $1M in Q1 2022. 1,680 funds tracked by Wall St. Rank hold CL as of Q2 2023.

  • Buckley Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 2,708 Colgate-Palmolive shares in Q2 2023, an estimated $204K.
  • Buckley Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 22 quarters.
  • Buckley Wealth Management's Colgate-Palmolive position peaked at $1M in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Buckley Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.