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Planning Capital Management Corporation’s Colgate-Palmolive CL Stock Holding History

Planning Capital Management Corporation’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
Q3 		$17.5K Sell
168
-28
-14% -$2.85K 0.01% 324
2024
Q2 		$19K Buy
196
+1
+0.5% +$92 0.01% 291
2024
Q1 		$17.5K Buy
195
+1
+0.5% +$85 0.01% 316
2023
Q4 		$15.4K Buy
+194
New +$14.6K 0.01% 354

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Geode Capital Management
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Wellington Management Group
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Norges Bank Oslo, Norway $935B AUM
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Planning Capital Management Corporation's CL Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Colgate-Palmolive (CL) stake by 14% in Q3 2024, selling an estimated $2.85K and leaving 168 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #324.

Planning Capital Management Corporation first reported a position in CL in Q4 2023 and has held it in 4 quarters since. The position peaked at $19K in Q2 2024. 1,910 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Planning Capital Management Corporation held 168 shares of Colgate-Palmolive worth $17.5K as of Q3 2024.
  • Planning Capital Management Corporation sold 28 Colgate-Palmolive shares in Q3 2024, an estimated $2.85K.
  • Colgate-Palmolive made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #324 holding.
  • Planning Capital Management Corporation first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Colgate-Palmolive position peaked at $19K in Q2 2024.
  • 1,910 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.