Tyler-Stone Wealth Management’s Colgate-Palmolive CL Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-833	Closed	-$80.8K	–	423
2024 Q2	$80.8K	Hold	833	–	–	0.03%	315
2024 Q1	$75K	Hold	833	–	–	0.03%	313
2023 Q4	$66.4K	Sell	833 -13	-2%	-$977	0.03%	324
2023 Q3	$60K	Hold	846	–	–	0.03%	318
2023 Q2	$65K	Buy	+846	New	+$65.5K	0.04%	312
2022 Q4	$75K	Hold	946	–	–	0.05%	272
2022 Q3	$66K	Hold	946	–	–	0.05%	267
2022 Q2	$76K	Buy	946 +1	+0.1%	+$78	0.05%	265
2022 Q1	$72K	Sell	945 -480	-34%	-$38K	0.04%	297
2021 Q4	$122K	Buy	+1,425	New	+$111K	0.06%	243

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Tyler-Stone Wealth Management's CL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 833 shares — an estimated $80.8K sold.

Tyler-Stone Wealth Management first reported a position in CL in Q4 2021 and held it in 10 quarters. The position peaked at $122K in Q4 2021. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 833 Colgate-Palmolive shares in Q3 2024, an estimated $80.8K.
Tyler-Stone Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Colgate-Palmolive position peaked at $122K in Q4 2021.
1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.