WR Wealth Planners’s Colgate-Palmolive CL Stock Holding History

WR Wealth Planners’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	$70K	Buy	770 +17	+2%	+$1.62K	0.02%	281
2024 Q3	$78.2K	Buy	753 +2	+0.3%	+$204	0.02%	286
2024 Q2	$72.9K	Buy	751 +4	+0.5%	+$369	0.02%	285
2024 Q1	$67.3K	Buy	+747	New	+$63.3K	0.02%	297
2023 Q4	–	Sell	-731	Closed	-$52K	–	297
2023 Q3	$52K	Buy	731 +31	+4%	+$2.32K	0.02%	312
2023 Q2	$53.9K	Buy	700 +200	+40%	+$15.5K	0.02%	308
2023 Q1	$37.6K	Buy	+500	New	+$37.2K	0.02%	353

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WR Wealth Planners's CL Position: Q4 2024 in Review

WR Wealth Planners increased its Colgate-Palmolive (CL) stake by 2.3% in Q4 2024, buying an estimated $1.62K and bringing the position to 770 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #281.

WR Wealth Planners first reported a position in CL in Q1 2023 and has held it in 7 quarters since. The position peaked at $78.2K in Q3 2024. 1,933 funds tracked by Wall St. Rank hold CL as of Q4 2024.

WR Wealth Planners held 770 shares of Colgate-Palmolive worth $70K as of Q4 2024.
WR Wealth Planners bought 17 Colgate-Palmolive shares in Q4 2024, an estimated $1.62K.
Colgate-Palmolive made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #281 holding.
WR Wealth Planners first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Colgate-Palmolive position peaked at $78.2K in Q3 2024.
1,933 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.