Tower View Wealth Management’s Colgate-Palmolive CL Stock Holding History

Tower View 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
2023 Q3	–	Sell	-117	Closed	-$9K	–	179
2023 Q2	$9K	Buy	+117	New	+$9.06K	0.01%	122
2022 Q3	–	Sell	-50	Closed	-$4K	–	165
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	140
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	168
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	174
2021 Q3	$4K	Buy	+50	New	+$3.97K	﹤0.01%	205
2021 Q2	–	Sell	-75	Closed	-$6K	–	175
2021 Q1	$6K	Buy	+75	New	+$5.88K	﹤0.01%	154
2019 Q4	–	Sell	-40	Closed	-$3K	–	141
2019 Q3	$3K	Hold	40	–	–	﹤0.01%	125
2019 Q2	$3K	Hold	40	–	–	﹤0.01%	122
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	127
2018 Q4	$2K	Buy	40 +1	+3%	+$63	﹤0.01%	129
2018 Q3	$3K	Hold	39	–	–	﹤0.01%	146
2018 Q2	$3K	Hold	39	–	–	﹤0.01%	135
2018 Q1	$3K	Hold	39	–	–	﹤0.01%	129
2017 Q4	$3K	Buy	+39	New	+$2.85K	﹤0.01%	134

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Tower View Wealth Management's CL Position: Q3 2023 in Review

Tower View Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2023, closing a stake of 117 shares — an estimated $9K sold.

Tower View Wealth Management first reported a position in CL in Q4 2017 and held it in 14 quarters. The position peaked at $9K in Q2 2023. 1,620 funds tracked by Wall St. Rank hold CL as of Q3 2023.

Tower View Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2023 after selling out during the quarter.
Tower View Wealth Management sold 117 Colgate-Palmolive shares in Q3 2023, an estimated $9K.
Tower View Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and held it in 14 quarters.
Tower View Wealth Management's Colgate-Palmolive position peaked at $9K in Q2 2023.
1,620 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2023.

Based on Tower View Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.