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

Meridian 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
2023 Q2	–	Sell	-4,675	Closed	-$351K	–	184
2023 Q1	$351K	Hold	4,675	–	–	0.09%	135
2022 Q4	$368K	Sell	4,675 -924	-17%	-$69.3K	0.09%	132
2022 Q3	$393K	Sell	5,599 -267	-5%	-$20.9K	0.11%	129
2022 Q2	$470K	Buy	5,866 +1,857	+46%	+$145K	0.12%	126
2022 Q1	$304K	Buy	+4,009	New	+$318K	0.07%	165
2019 Q1	–	Sell	-1,000	Closed	-$60K	–	174
2018 Q4	$60K	Buy	+1,000	New	+$62.6K	0.05%	226

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meridian Wealth Advisors's CL Position: Q2 2023 in Review

Meridian Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2023, closing a stake of 4,675 shares — an estimated $351K sold.

Meridian Wealth Advisors first reported a position in CL in Q4 2018 and held it in 6 quarters. The position peaked at $470K in Q2 2022. 1,679 funds tracked by Wall St. Rank hold CL as of Q2 2023.

Meridian Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 4,675 Colgate-Palmolive shares in Q2 2023, an estimated $351K.
Meridian Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2018 and held it in 6 quarters.
Meridian Wealth Advisors's Colgate-Palmolive position peaked at $470K in Q2 2022.
1,679 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2023.

Based on Meridian Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.