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WealthPLAN Partners’s Colgate-Palmolive CL Stock Holding History

WealthPLAN Partners’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
-667
Closed -$51.4K – 448
2023
Q2 		$51.4K Sell
667
-266
-29% -$20.6K 0.01% 504
2023
Q1 		$70.1K Buy
+933
New +$69.4K 0.01% 493
2016
Q3 		$6.26K Sell
86
-36
-30% -$2.66K ﹤0.01% 669
2016
Q2 		$6.3K Buy
+122
New +$8.69K ﹤0.01% 1902
2015
Q4 		$6.74K Buy
+203
New +$13.5K ﹤0.01% 1264
2015
Q2 		$3K Sell
43
-32
-43% -$2.17K ﹤0.01% 359
2015
Q1 		$4K Buy
+75
New +$5.18K ﹤0.01% 433

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Morgan Stanley
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Amundi
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return