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Whitaker-Myers Wealth Managers’s Colgate-Palmolive CL Stock Holding History

Whitaker-Myers 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
2024
Q4 		– Sell
-2,417
Closed -$251K – 126
2024
Q3 		$251K Buy
+2,417
New +$246K 0.08% 93

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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CL Position: Q4 2024 in Review

Whitaker-Myers Wealth Managers sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 2,417 shares — an estimated $251K sold.

Whitaker-Myers Wealth Managers first reported a position in CL in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,417 Colgate-Palmolive shares in Q4 2024, an estimated $251K.
  • Whitaker-Myers Wealth Managers first reported a position in Colgate-Palmolive in Q3 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Colgate-Palmolive position peaked at $251K in Q3 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2024, filed 15 Jan 2025.