Heritage Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-716
| Closed | -$65.6K | – | 290 |
|
|
2026
Q2 | $65.6K | Hold |
716
| – | – | ﹤0.01% | 308 |
|
|
2026
Q1 | $61K | Buy |
716
+16
| +2% | +$1.43K | ﹤0.01% | 302 |
|
|
2025
Q4 | $55.3K | Hold |
700
| – | – | ﹤0.01% | 313 |
|
|
2025
Q3 | $56K | Hold |
700
| – | – | ﹤0.01% | 292 |
|
|
2025
Q2 | $63.6K | Hold |
700
| – | – | ﹤0.01% | 282 |
|
|
2025
Q1 | $65.6K | Hold |
700
| – | – | ﹤0.01% | 280 |
|
|
2024
Q4 | $63.6K | Sell |
700
-316
| -31% | -$30.2K | ﹤0.01% | 292 |
|
|
2024
Q3 | $105K | Buy |
1,016
+316
| +45% | +$32.2K | ﹤0.01% | 260 |
|
|
2024
Q2 | $67.9K | Hold |
700
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $63K | Sell |
700
-508
| -42% | -$43K | ﹤0.01% | 304 |
|
|
2023
Q4 | $96.3K | Buy |
1,208
+400
| +50% | +$30.1K | ﹤0.01% | 271 |
|
|
2023
Q3 | $57.5K | Hold |
808
| – | – | ﹤0.01% | 287 |
|
|
2023
Q2 | $62.2K | Hold |
808
| – | – | ﹤0.01% | 293 |
|
|
2023
Q1 | $60.7K | Buy |
808
+200
| +33% | +$14.9K | ﹤0.01% | 295 |
|
|
2022
Q4 | $47.9K | Sell |
608
-98
| -14% | -$7.35K | ﹤0.01% | 327 |
|
|
2022
Q3 | $49.6K | Hold |
706
| – | – | ﹤0.01% | 297 |
|
|
2022
Q2 | $57K | Sell |
706
-118
| -14% | -$9.23K | ﹤0.01% | 314 |
|
|
2022
Q1 | $62K | Sell |
824
-650
| -44% | -$51.5K | ﹤0.01% | 294 |
|
|
2021
Q4 | $126K | Hold |
1,474
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $111K | Hold |
1,474
| – | – | 0.01% | 240 |
|
|
2021
Q2 | $120K | Hold |
1,474
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $116K | Hold |
1,474
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $126K | Buy |
1,474
+886
| +151% | +$73.3K | 0.01% | 234 |
|
|
2020
Q3 | $45.4K | Hold |
588
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $43.1K | Hold |
588
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $39K | Hold |
588
| – | – | 0.01% | 268 |
|
|
2019
Q4 | $40.5K | Hold |
588
| – | – | 0.01% | 318 |
|
|
2019
Q3 | $43K | Hold |
588
| – | – | 0.01% | 292 |
|
|
2019
Q2 | $42.1K | Hold |
588
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $40.3K | Hold |
588
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $34K | Sell |
588
-307
| -34% | -$19.2K | 0.01% | 222 |
|
|
2018
Q3 | $59K | Buy |
+895
| New | +$59.6K | 0.01% | 185 |
|
Other funds holding CL
Heritage Wealth Advisors's CL Position: Q3 2026 in Review
Heritage Wealth Advisors sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 716 shares — an estimated $65.6K sold.
Heritage Wealth Advisors first reported a position in CL in Q3 2018 and held it in 32 quarters. The position peaked at $126K in Q4 2021. 1,322 funds tracked by Wall St. Rank hold CL as of Q3 2026.
- Heritage Wealth Advisors reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
- Heritage Wealth Advisors sold 716 Colgate-Palmolive shares in Q3 2026, an estimated $65.6K.
- Heritage Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2018 and held it in 32 quarters.
- Heritage Wealth Advisors's Colgate-Palmolive position peaked at $126K in Q4 2021.
- 1,322 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.
Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.