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PFG Private Wealth Management’s Colgate-Palmolive CL Stock Holding History

PFG Private 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
2025
Q2 		– Sell
-54
Closed -$5.06K – 88
2025
Q1 		$5.06K Buy
+54
New +$4.83K ﹤0.01% 173

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T. Rowe Price Associates
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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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

PFG Private Wealth Management's CL Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 54 shares — an estimated $5.06K sold.

PFG Private Wealth Management first reported a position in CL in Q1 2025 and held it in 1 quarter. The position peaked at $5.06K in Q1 2025. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 54 Colgate-Palmolive shares in Q2 2025, an estimated $5.06K.
  • PFG Private Wealth Management first reported a position in Colgate-Palmolive in Q1 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Colgate-Palmolive position peaked at $5.06K in Q1 2025.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.