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Merriman Wealth Management’s Colgate-Palmolive CL Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$634K Buy
6,978
+74
+1% +$7.06K 0.03% 117
2024
Q3 		$717K Hold
6,904
– – 0.03% 121
2024
Q2 		$670K Sell
6,904
-16
-0.2% -$1.48K 0.03% 123
2024
Q1 		$623K Buy
6,920
+174
+3% +$14.7K 0.03% 121
2023
Q4 		$538K Buy
6,746
+193
+3% +$14.5K 0.03% 124
2023
Q3 		$466K Hold
6,553
– – 0.02% 125
2023
Q2 		$505K Sell
6,553
-157
-2% -$12.2K 0.02% 142
2023
Q1 		$504K Buy
6,710
+79
+1% +$5.87K 0.03% 129
2022
Q4 		$522K Buy
6,631
+78
+1% +$5.85K 0.03% 139
2022
Q3 		$460K Sell
6,553
-13
-0.2% -$1.02K 0.03% 104
2022
Q2 		$526K Buy
6,566
+13
+0.2% +$1.02K 0.04% 96
2022
Q1 		$497K Hold
6,553
– – 0.04% 129
2021
Q4 		$559K Hold
6,553
– – 0.04% 141
2021
Q3 		$495K Hold
6,553
– – 0.04% 139
2021
Q2 		$533K Hold
6,553
– – 0.05% 158
2021
Q1 		$517K Hold
6,553
– – 0.06% 128
2020
Q4 		$561K Hold
6,553
– – 0.06% 140
2020
Q3 		$506K Hold
6,553
– – 0.08% 105
2020
Q2 		$480K Sell
6,553
-35
-0.5% -$2.49K 0.08% 105
2020
Q1 		$437K Sell
6,588
-71
-1% -$5.01K 0.1% 95
2019
Q4 		$458K Buy
6,659
+720
+12% +$49.1K 0.09% 130
2019
Q3 		$437K Buy
5,939
+2,926
+97% +$212K 0.09% 124
2019
Q2 		$2.17K Buy
3,013
+16
+0.5% +$1.14K 0.04% 171
2019
Q1 		$205K Buy
+2,997
New +$194K 0.04% 190

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Merriman Wealth Management's CL Position: Q4 2024 in Review

Merriman Wealth Management increased its Colgate-Palmolive (CL) stake by 1.1% in Q4 2024, buying an estimated $7.06K and bringing the position to 6,978 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #117.

Merriman Wealth Management first reported a position in CL in Q1 2019 and has held it in 24 quarters since. The position peaked at $717K in Q3 2024. 1,933 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Merriman Wealth Management held 6,978 shares of Colgate-Palmolive worth $634K as of Q4 2024.
  • Merriman Wealth Management bought 74 Colgate-Palmolive shares in Q4 2024, an estimated $7.06K.
  • Colgate-Palmolive made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #117 holding.
  • Merriman Wealth Management first reported a position in Colgate-Palmolive in Q1 2019 and has held it in 24 quarters since.
  • Merriman Wealth Management's Colgate-Palmolive position peaked at $717K in Q3 2024.
  • 1,933 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.