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

Dechtman 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 		$211K Sell
2,324
-454
-16% -$43.3K 0.04% 64
2024
Q3 		$288K Buy
+2,778
New +$283K 0.06% 53

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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

Dechtman Wealth Management's CL Position: Q4 2024 in Review

Dechtman Wealth Management reduced its Colgate-Palmolive (CL) stake by 16% in Q4 2024, selling an estimated $43.3K and leaving 2,324 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #64.

Dechtman Wealth Management first reported a position in CL in Q3 2024 and has held it in 2 quarters since. The position peaked at $288K in Q3 2024. 1,935 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Dechtman Wealth Management held 2,324 shares of Colgate-Palmolive worth $211K as of Q4 2024.
  • Dechtman Wealth Management sold 454 Colgate-Palmolive shares in Q4 2024, an estimated $43.3K.
  • Colgate-Palmolive made up 0.04% of Dechtman Wealth Management's portfolio in Q4 2024, its #64 holding.
  • Dechtman Wealth Management first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 2 quarters since.
  • Dechtman Wealth Management's Colgate-Palmolive position peaked at $288K in Q3 2024.
  • 1,935 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.