Tradition Wealth Management’s Colgate-Palmolive CL Stock Holding History

Tradition 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 Q4	–	Sell	-40	Closed	-$3K	–	1281
2023 Q3	$3K	Hold	40	–	–	﹤0.01%	1285
2023 Q2	$3K	Buy	+40	New	+$3.1K	﹤0.01%	1317
2023 Q1	–	Sell	-235	Closed	-$19K	–	1293
2022 Q4	$19K	Buy	235 +30	+15%	+$2.25K	﹤0.01%	757
2022 Q3	$14K	Buy	205 +5	+3%	+$392	﹤0.01%	840
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	691
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	788
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	769
2021 Q3	$15K	Hold	200	–	–	﹤0.01%	791
2021 Q2	$16K	Sell	200 -130	-39%	-$10.6K	﹤0.01%	808
2021 Q1	$26K	Hold	330	–	–	﹤0.01%	577
2020 Q4	$28K	Buy	+330	New	+$27.3K	0.01%	522

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's CL Position: Q4 2023 in Review

Tradition Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2023, closing a stake of 40 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in CL in Q4 2020 and held it in 11 quarters. The position peaked at $28K in Q4 2020. 1,740 funds tracked by Wall St. Rank hold CL as of Q4 2023.

Tradition Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 40 Colgate-Palmolive shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's Colgate-Palmolive position peaked at $28K in Q4 2020.
1,740 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.