GGM Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

GGM Wealth Advisors’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
2025 Q1	$516K	Sell	5,678 -248	-4%	-$22.2K	0.29%	71
2024 Q4	$539K	Buy	5,926 +26	+0.4%	+$2.48K	0.28%	71
2024 Q3	$612K	Buy	5,900 +223	+4%	+$22.7K	0.26%	67
2024 Q2	$551K	Buy	5,677 +25	+0.4%	+$2.31K	0.25%	70
2024 Q1	$495K	Sell	5,652 -2,974	-34%	-$252K	0.23%	76
2023 Q4	$714K	Buy	8,626 +30	+0.3%	+$2.26K	0.3%	66
2023 Q3	$611K	Buy	8,596 +29	+0.3%	+$2.17K	0.26%	72
2023 Q2	$646K	Buy	+8,567	New	+$663K	0.26%	69
2023 Q1	–	Sell	-8,511	Closed	-$681K	–	74
2022 Q4	$681K	Buy	8,511 +28	+0.3%	+$2.1K	0.35%	58
2022 Q3	$617K	Buy	8,483 +26	+0.3%	+$2.04K	0.33%	62
2022 Q2	$662K	Buy	8,457 +27	+0.3%	+$2.11K	0.37%	56
2022 Q1	$679K	Buy	8,430 +3,425	+68%	+$271K	0.34%	59
2021 Q4	$416K	Sell	5,005 -300	-6%	-$23.4K	0.33%	61
2021 Q3	$398K	Buy	5,305 +25	+0.5%	+$1.99K	0.32%	59
2021 Q2	$445K	Buy	5,280 +23	+0.4%	+$1.88K	0.38%	50
2021 Q1	$424K	Buy	5,257 +25	+0.5%	+$1.96K	0.34%	51
2020 Q4	$431K	Buy	+5,232	New	+$433K	0.43%	43

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

GGM Wealth Advisors's CL Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 4.2% in Q1 2025, selling an estimated $22.2K and leaving 5,678 shares worth $516K. The position accounts for 0.29% of the portfolio, ranked #71.

GGM Wealth Advisors first reported a position in CL in Q4 2020 and has held it in 17 quarters since. The position peaked at $714K in Q4 2023. 1,943 funds tracked by Wall St. Rank hold CL as of Q1 2025.

GGM Wealth Advisors held 5,678 shares of Colgate-Palmolive worth $516K as of Q1 2025.
GGM Wealth Advisors sold 248 Colgate-Palmolive shares in Q1 2025, an estimated $22.2K.
Colgate-Palmolive made up 0.29% of GGM Wealth Advisors's portfolio in Q1 2025, its #71 holding.
GGM Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's Colgate-Palmolive position peaked at $714K in Q4 2023.
1,943 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.