GW & Wade’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.5M Sell
31,333
-1,464
-4% -$110K 0.08% 154
2023
Q3
$2.33M Buy
32,797
+1,700
+5% +$127K 0.09% 147
2023
Q2
$2.4M Buy
31,097
+126
+0.4% +$9.75K 0.09% 144
2023
Q1
$2.33M Sell
30,971
-854
-3% -$63.5K 0.09% 139
2022
Q4
$2.51M Buy
31,825
+171
+0.5% +$12.8K 0.1% 130
2022
Q3
$2.22M Sell
31,654
-176,861
-85% -$13.9M 0.11% 127
2022
Q2
$16.7M Buy
208,515
+2,142
+1% +$167K 0.76% 40
2022
Q1
$15.6M Buy
206,373
+5,655
+3% +$448K 0.67% 48
2021
Q4
$17.1M Buy
200,718
+3,165
+2% +$247K 0.74% 43
2021
Q3
$14.9M Buy
197,553
+2,086
+1% +$166K 0.71% 47
2021
Q2
$15.9M Buy
195,467
+1,806
+0.9% +$148K 0.76% 43
2021
Q1
$15.3M Buy
193,661
+10,983
+6% +$861K 0.81% 39
2020
Q4
$15.6M Buy
182,678
+5,427
+3% +$449K 0.95% 36
2020
Q3
$13.7M Sell
177,251
-1,686
-0.9% -$129K 1.04% 31
2020
Q2
$13.1M Sell
178,937
-2,063
-1% -$147K 1.07% 27
2020
Q1
$12M Buy
181,000
+9,635
+6% +$680K 1.13% 26
2019
Q4
$11.8M Buy
171,365
+5,838
+4% +$398K 0.91% 36
2019
Q3
$12.2M Buy
165,527
+2,999
+2% +$218K 1.04% 30
2019
Q2
$11.6M Sell
162,528
-141
-0.1% -$10K 1.06% 30
2019
Q1
$11.1M Buy
162,669
+7,884
+5% +$509K 1.05% 30
2018
Q4
$9.21M Sell
154,785
-3,641
-2% -$228K 1% 32
2018
Q3
$10.6M Buy
158,426
+3,752
+2% +$250K 1.13% 33
2018
Q2
$10M Buy
154,674
+2,608
+2% +$171K 1.13% 31
2018
Q1
$10.9M Buy
152,066
+841
+0.6% +$60.5K 1.26% 26
2017
Q4
$11.4M Buy
151,225
+1,058
+0.7% +$77.3K 1.31% 27
2017
Q3
$10.9M Sell
150,167
-4,415
-3% -$318K 1.33% 28
2017
Q2
$11.5M Buy
154,582
+508
+0.3% +$37.7K 1.45% 21
2017
Q1
$11.3M Buy
154,074
+63,541
+70% +$4.45M 1.48% 23
2016
Q4
$5.92M Sell
90,533
-13,117
-13% -$899K 0.98% 28
2016
Q3
$7.68M Sell
103,650
-1,086
-1% -$80.3K 1.38% 18
2016
Q2
$7.67M Buy
104,736
+2,299
+2% +$164K 1.32% 18
2016
Q1
$7.24M Buy
102,437
+5,149
+5% +$343K 1.41% 17
2015
Q4
$6.48M Buy
97,288
+5,686
+6% +$378K 1.36% 19
2015
Q3
$5.81M Sell
91,602
-1,796
-2% -$117K 1.29% 19
2015
Q2
$6.11M Sell
93,398
-4,668
-5% -$317K 1.21% 19
2015
Q1
$6.8M Buy
98,066
+23,825
+32% +$1.65M 1.28% 16
2014
Q4
$5.14M Sell
74,241
-1,087
-1% -$73.4K 1.35% 22
2014
Q3
$4.91M Sell
75,328
-725
-1% -$47.8K 1.43% 24
2014
Q2
$5.18M Sell
76,053
-142
-0.2% -$9.52K 1.53% 21
2014
Q1
$4.94M Sell
76,195
-75
-0.1% -$4.73K 1.6% 19
2013
Q4
$4.97M Sell
76,270
-2,615
-3% -$167K 1.61% 17
2013
Q3
$4.68M Sell
78,885
-412
-0.5% -$24.4K 1.62% 15
2013
Q2
$4.54M Buy
+79,297
New +$4.71M 1.64% 14

Other funds holding CL

GW & Wade's CL Position: Q4 2023 in Review

GW & Wade reduced its Colgate-Palmolive (CL) stake by 4.5% in Q4 2023, selling an estimated $110K and leaving 31,333 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #154.

GW & Wade first reported a position in CL in Q2 2013 and has held it in 43 quarters since. The position peaked at $17.1M in Q4 2021. 1,741 funds tracked by Wall St. Rank hold CL as of Q4 2023.

  • GW & Wade held 31,333 shares of Colgate-Palmolive worth $2.5M as of Q4 2023.
  • GW & Wade sold 1,464 Colgate-Palmolive shares in Q4 2023, an estimated $110K.
  • Colgate-Palmolive made up 0.08% of GW & Wade's portfolio in Q4 2023, its #154 holding.
  • GW & Wade first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 43 quarters since.
  • GW & Wade's Colgate-Palmolive position peaked at $17.1M in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.