San Luis Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

San Luis 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
2025 Q1	–	Sell	-2,991	Closed	-$272K	–	139
2024 Q4	$272K	Sell	2,991 -78	-3%	-$7.44K	0.05%	124
2024 Q3	$319K	Buy	+3,069	New	+$313K	0.07%	112
2023 Q3	–	Sell	-15,213	Closed	-$1.17M	–	85
2023 Q2	$1.17M	Sell	15,213 -2,386	-14%	-$185K	0.41%	63
2023 Q1	$1.32M	Buy	+17,599	New	+$1.31M	0.51%	58
2022 Q2	–	Sell	-1,090	Closed	-$93K	–	134
2022 Q1	$93K	Buy	+1,090	New	+$86.3K	0.05%	200
2020 Q4	$293K	Buy	+3,428	New	+$283K	0.19%	112

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

San Luis Wealth Advisors's CL Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 2,991 shares — an estimated $272K sold.

San Luis Wealth Advisors first reported a position in CL in Q4 2020 and held it in 6 quarters. The position peaked at $1.32M in Q1 2023. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

San Luis Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 2,991 Colgate-Palmolive shares in Q1 2025, an estimated $272K.
San Luis Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2020 and held it in 6 quarters.
San Luis Wealth Advisors's Colgate-Palmolive position peaked at $1.32M in Q1 2023.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.