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PRW Wealth Management LLC

SEC CIK
0001760472
Latest filing
Nov 1, 2023

CL holding history

Colgate Palmolive Co in every 13F filed by PRW Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CL overviewAll 13F holders of CLFull Q3 2023 holdings

Shares (Q3 2023)
2,984
Value
$220.5K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of CL by PRW Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20232,984$220.5K0.1%00.0%UnchangedHolders
Q2 20232,984$225.5K0.1%00.0%UnchangedHolders
Q1 20232,984$238.1K0.1%00.0%UnchangedHolders
Q4 20222,984$235.1K0.1%00.0%UnchangedHolders
Q3 20222,984$210.0K0.1%00.0%UnchangedHolders
Q2 20222,984$239.0K0.1%00.0%UnchangedHolders
Q1 20222,984$226.0K0.1%00.0%UnchangedHolders
Q4 20212,984$255.0K0.1%−67−2.2%ReducedHolders
Q3 20213,051$231.0K0.1%−13,707−81.8%ReducedHolders
Q2 202116,758$1.36M0.4%+13,614+433.0%AddedHolders
Q1 20213,144$248.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.