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Shira Ridge Wealth Management’s Colgate-Palmolive CL Stock Holding History

Shira Ridge 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 		– Sell
-1,955
Closed -$203K – 78
2024
Q3 		$203K Buy
+1,955
New +$199K 0.1% 78

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Morgan Stanley
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Wellington Management Group
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
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Shira Ridge Wealth Management's CL Position: Q4 2024 in Review

Shira Ridge Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 1,955 shares — an estimated $203K sold.

Shira Ridge Wealth Management first reported a position in CL in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Shira Ridge Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 1,955 Colgate-Palmolive shares in Q4 2024, an estimated $203K.
  • Shira Ridge Wealth Management first reported a position in Colgate-Palmolive in Q3 2024 and held it in 1 quarter.
  • Shira Ridge Wealth Management's Colgate-Palmolive position peaked at $203K in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.