First Personal Financial Services’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.42M | Sell |
90,714
-2,472
| -3% | -$252K | 1.99% | 20 |
|
|
2024
Q2 | $9.04M | Sell |
93,186
-115
| -0.1% | -$10.6K | 2.04% | 20 |
|
|
2024
Q1 | $8.4M | Sell |
93,301
-4,883
| -5% | -$414K | 1.95% | 19 |
|
|
2023
Q4 | $7.83M | Sell |
98,184
-658
| -0.7% | -$49.5K | 1.9% | 18 |
|
|
2023
Q3 | $7.03M | Buy |
98,842
+8,485
| +9% | +$634K | 1.83% | 22 |
|
|
2023
Q2 | $6.96M | Sell |
90,357
-136
| -0.2% | -$10.5K | 1.73% | 24 |
|
|
2023
Q1 | $6.8M | Buy |
90,493
+2,242
| +3% | +$167K | 1.76% | 23 |
|
|
2022
Q4 | $6.95M | Buy |
88,251
+305
| +0.3% | +$22.9K | 1.88% | 22 |
|
|
2022
Q3 | $6.18M | Buy |
87,946
+652
| +0.7% | +$51.1K | 1.8% | 22 |
|
|
2022
Q2 | $7M | Buy |
87,294
+681
| +0.8% | +$53.3K | 1.96% | 20 |
|
|
2022
Q1 | $6.57M | Buy |
86,613
+3,434
| +4% | +$272K | 1.53% | 26 |
|
|
2021
Q4 | $7.1M | Sell |
83,179
-23
| -0% | -$1.8K | 1.59% | 24 |
|
|
2021
Q3 | $6.29M | Buy |
83,202
+2,753
| +3% | +$219K | 1.56% | 25 |
|
|
2021
Q2 | $6.54M | Buy |
80,449
+4,576
| +6% | +$374K | 1.67% | 23 |
|
|
2021
Q1 | $5.98M | Buy |
75,873
+6,207
| +9% | +$487K | 1.64% | 22 |
|
|
2020
Q4 | $5.96M | Buy |
69,666
+1,554
| +2% | +$129K | 1.7% | 21 |
|
|
2020
Q3 | $5.25M | Sell |
68,112
-1,466
| -2% | -$112K | 1.67% | 22 |
|
|
2020
Q2 | $5.1M | Sell |
69,578
-548
| -0.8% | -$38.9K | 1.74% | 20 |
|
|
2020
Q1 | $4.65M | Buy |
70,126
+535
| +0.8% | +$37.7K | 1.8% | 21 |
|
|
2019
Q4 | $4.79M | Sell |
69,591
-685
| -1% | -$46.7K | 1.55% | 28 |
|
|
2019
Q3 | $5.17M | Buy |
70,276
+4,422
| +7% | +$321K | 1.6% | 26 |
|
|
2019
Q2 | $4.72M | Buy |
65,854
+5,149
| +8% | +$366K | 1.35% | 29 |
|
|
2019
Q1 | $4.16M | Buy |
60,705
+2,996
| +5% | +$194K | 1.27% | 31 |
|
|
2018
Q4 | $3.44M | Buy |
57,709
+3,509
| +6% | +$220K | 1.18% | 34 |
|
|
2018
Q3 | $3.63M | Sell |
54,200
-735
| -1% | -$49K | 1.15% | 32 |
|
|
2018
Q2 | $3.56M | Buy |
54,935
+5,110
| +10% | +$334K | 1.19% | 30 |
|
|
2018
Q1 | $3.57M | Sell |
49,825
-20,202
| -29% | -$1.45M | 0.78% | 42 |
|
|
2017
Q4 | $5.28M | Buy |
70,027
+1,070
| +2% | +$78.1K | 1.03% | 29 |
|
|
2017
Q3 | $5.02M | Buy |
68,957
+12,913
| +23% | +$931K | 1.06% | 29 |
|
|
2017
Q2 | $4.16M | Buy |
56,044
+20,822
| +59% | +$1.55M | 0.91% | 38 |
|
|
2017
Q1 | $2.58M | Buy |
35,222
+3,671
| +12% | +$257K | 0.62% | 59 |
|
|
2016
Q4 | $2.06M | Sell |
31,551
-36
| -0.1% | -$2.47K | 0.54% | 63 |
|
|
2016
Q3 | $2.34M | Buy |
31,587
+2,745
| +10% | +$203K | 0.68% | 55 |
|
|
2016
Q2 | $2.11M | Buy |
28,842
+1,495
| +5% | +$106K | 0.72% | 51 |
|
|
2016
Q1 | $1.93M | Buy |
27,347
+2,187
| +9% | +$146K | 0.96% | 40 |
|
|
2015
Q4 | $1.68M | Buy |
25,160
+2,414
| +11% | +$161K | 0.94% | 41 |
|
|
2015
Q3 | $1.44M | Buy |
22,746
+1,422
| +7% | +$92.9K | 0.87% | 42 |
|
|
2015
Q2 | $1.4M | Buy |
21,324
+3,534
| +20% | +$240K | 0.84% | 45 |
|
|
2015
Q1 | $1.23M | Sell |
17,790
-155
| -0.9% | -$10.7K | 0.75% | 50 |
|
|
2014
Q4 | $1.24M | Buy |
+17,945
| New | +$1.21M | 0.73% | 52 |
|
Other funds holding CL
First Personal Financial Services's CL Position: Q3 2024 in Review
First Personal Financial Services reduced its Colgate-Palmolive (CL) stake by 2.7% in Q3 2024, selling an estimated $252K and leaving 90,714 shares worth $9.42M. The position accounts for 1.99% of the portfolio, ranked #20.
First Personal Financial Services first reported a position in CL in Q4 2014 and has held it in 40 quarters since. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.
- First Personal Financial Services held 90,714 shares of Colgate-Palmolive worth $9.42M as of Q3 2024.
- First Personal Financial Services sold 2,472 Colgate-Palmolive shares in Q3 2024, an estimated $252K.
- Colgate-Palmolive made up 1.99% of First Personal Financial Services's portfolio in Q3 2024, its #20 holding.
- First Personal Financial Services first reported a position in Colgate-Palmolive in Q4 2014 and has held it in 40 quarters since.
- 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.