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

CFM 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
2020
Q3 		– Sell
-832
Closed -$60K – 214
2020
Q2 		$60K Hold
832
– – 0.02% 259
2020
Q1 		$55K Hold
832
– – 0.03% 262
2019
Q4 		$59K Buy
+832
New +$56.7K 0.02% 266

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CFM Wealth Partners's CL Position: Q3 2020 in Review

CFM Wealth Partners sold out of Colgate-Palmolive (CL) in Q3 2020, closing a stake of 832 shares — an estimated $60K sold.

CFM Wealth Partners first reported a position in CL in Q4 2019 and held it in 3 quarters. The position peaked at $60K in Q2 2020. 1,530 funds tracked by Wall St. Rank hold CL as of Q3 2020.

  • CFM Wealth Partners reported no remaining Colgate-Palmolive position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 832 Colgate-Palmolive shares in Q3 2020, an estimated $60K.
  • CFM Wealth Partners first reported a position in Colgate-Palmolive in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Colgate-Palmolive position peaked at $60K in Q2 2020.
  • 1,530 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.