Valley Wealth Managers’s Colgate-Palmolive CL Stock Holding History

Valley Wealth Managers’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	-84	Closed	-$7.64K	–	386
2024 Q4	$7.64K	Sell	84 -16	-16%	-$1.53K	﹤0.01%	300
2024 Q3	$10.4K	Hold	100	–	–	﹤0.01%	290
2024 Q2	$9.7K	Hold	100	–	–	﹤0.01%	289
2024 Q1	$9.01K	Hold	100	–	–	﹤0.01%	259
2023 Q4	$7.97K	Hold	100	–	–	﹤0.01%	277
2023 Q3	$7.11K	Sell	100 -58	-37%	-$4.34K	﹤0.01%	298
2023 Q2	$12.2K	Hold	158	–	–	﹤0.01%	264
2023 Q1	$11.9K	Hold	158	–	–	﹤0.01%	278
2022 Q4	$12.4K	Sell	158 -250	-61%	-$18.7K	﹤0.01%	288
2022 Q3	$29K	Buy	408 +250	+158%	+$19.6K	﹤0.01%	268
2022 Q2	$13K	Buy	+158	New	+$12.4K	﹤0.01%	317
2017 Q2	–	Sell	-600	Closed	-$44K	–	134
2017 Q1	$44K	Sell	600 -100	-14%	-$7K	0.01%	143
2016 Q4	$46K	Sell	700 -100	-13%	-$6.86K	0.01%	139
2016 Q3	$59K	Hold	800	–	–	0.01%	140
2016 Q2	$59K	Buy	+800	New	+$57K	0.01%	137

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Valley Wealth Managers's CL Position: Q1 2025 in Review

Valley Wealth Managers sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 84 shares — an estimated $7.64K sold.

Valley Wealth Managers first reported a position in CL in Q2 2016 and held it in 15 quarters. The position peaked at $59K in Q3 2016. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Valley Wealth Managers reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Valley Wealth Managers sold 84 Colgate-Palmolive shares in Q1 2025, an estimated $7.64K.
Valley Wealth Managers first reported a position in Colgate-Palmolive in Q2 2016 and held it in 15 quarters.
Valley Wealth Managers's Colgate-Palmolive position peaked at $59K in Q3 2016.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.