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

Dorchester 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 		$964K Hold
10,606
– – 0.19% 75
2024
Q3 		$1.1M Sell
10,606
-200
-2% -$20.4K 0.2% 72
2024
Q2 		$1.05M Sell
10,806
-5,200
-32% -$480K 0.2% 70
2024
Q1 		$1.44M Sell
16,006
-725
-4% -$61.4K 0.26% 63
2023
Q4 		$1.33M Hold
16,731
– – 0.25% 63
2023
Q3 		$1.19M Sell
16,731
-2,200
-12% -$164K 0.24% 69
2023
Q2 		$1.46M Sell
18,931
-800
-4% -$61.9K 0.3% 58
2023
Q1 		$1.48M Buy
19,731
+1,515
+8% +$113K 0.31% 58
2022
Q4 		$1.44M Sell
18,216
-1,715
-9% -$129K 0.34% 56
2022
Q3 		$1.4M Hold
19,931
– – 0.31% 62
2022
Q2 		$1.6M Hold
19,931
– – 0.32% 59
2022
Q1 		$1.89M Sell
19,931
-200
-1% -$15.8K 0.3% 53
2021
Q4 		$1.72M Sell
20,131
-200
-1% -$15.6K 0.34% 52
2021
Q3 		$1.54M Sell
20,331
-250
-1% -$19.9K 0.38% 51
2021
Q2 		$1.67M Sell
20,581
-100
-0.5% -$8.18K 0.38% 50
2021
Q1 		$1.63M Sell
20,681
-225
-1% -$17.6K 0.4% 50
2020
Q4 		$1.79M Sell
20,906
-825
-4% -$68.2K 0.47% 48
2020
Q3 		$1.68M Sell
21,731
-490
-2% -$37.4K 0.52% 45
2020
Q2 		$1.63M Sell
22,221
-700
-3% -$49.7K 0.52% 46
2020
Q1 		$1.52M Sell
22,921
-180
-0.8% -$12.7K 0.56% 42
2019
Q4 		$1.59M Sell
23,101
-1,200
-5% -$81.8K 0.44% 44
2019
Q3 		$1.79M Sell
24,301
-250
-1% -$18.1K 0.52% 41
2019
Q2 		$1.76M Sell
24,551
-300
-1% -$21.3K 0.52% 41
2019
Q1 		$1.7M Sell
24,851
-2,500
-9% -$161K 0.52% 40
2018
Q4 		$1.63M Sell
27,351
-500
-2% -$31.3K 0.57% 40
2018
Q3 		$1.86M Sell
27,851
-294
-1% -$19.6K 0.58% 39
2018
Q2 		$1.82M Sell
28,145
-1,050
-4% -$68.7K 0.6% 40
2018
Q1 		$2.09M Sell
29,195
-900
-3% -$64.8K 0.7% 39
2017
Q4 		$2.27M Sell
30,095
-500
-2% -$36.5K 0.72% 39
2017
Q3 		$2.23M Sell
30,595
-524
-2% -$37.8K 0.72% 39
2017
Q2 		$2.31M Buy
31,119
+74
+0.2% +$5.49K 0.8% 39
2017
Q1 		$2.27M Sell
31,045
-1,150
-4% -$80.5K 0.79% 40
2016
Q4 		$2.11M Sell
32,195
-230
-0.7% -$15.8K 0.77% 39
2016
Q3 		$2.4M Sell
32,425
-1,200
-4% -$88.7K 0.89% 35
2016
Q2 		$2.46M Sell
33,625
-50
-0.1% -$3.56K 0.91% 34
2016
Q1 		$2.38M Sell
33,675
-450
-1% -$29.9K 0.9% 36
2015
Q4 		$2.27M Sell
34,125
-775
-2% -$51.6K 0.94% 33
2015
Q3 		$2.96M Sell
34,900
-50
-0.1% -$3.27K 1.09% 31
2015
Q2 		$2.85M Buy
+34,950
New +$2.37M 0.94% 32

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Dorchester Wealth Management held its Colgate-Palmolive (CL) position steady in Q4 2024 at 10,606 shares worth $964K. The position accounts for 0.19% of the portfolio, ranked #75.

Dorchester Wealth Management first reported a position in CL in Q2 2015 and has held it in 39 quarters since. The position peaked at $2.96M in Q3 2015. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Dorchester Wealth Management held 10,606 shares of Colgate-Palmolive worth $964K as of Q4 2024.
  • Dorchester Wealth Management left its Colgate-Palmolive share count unchanged in Q4 2024.
  • Colgate-Palmolive made up 0.19% of Dorchester Wealth Management's portfolio in Q4 2024, its #75 holding.
  • Dorchester Wealth Management first reported a position in Colgate-Palmolive in Q2 2015 and has held it in 39 quarters since.
  • Dorchester Wealth Management's Colgate-Palmolive position peaked at $2.96M in Q3 2015.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.