PWM
Paulson Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
2,796
| – | – | 0.07% | 125 |
|
|
2025
Q1 | $262K | Sell |
2,796
-919
| -25% | -$86.1K | 0.07% | 115 |
|
|
2024
Q4 | $338K | Hold |
3,715
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $386K | Hold |
3,715
| – | – | 0.1% | 103 |
|
|
2024
Q2 | $361K | Hold |
3,715
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $335K | Buy |
3,715
+252
| +7% | +$22.7K | 0.1% | 106 |
|
|
2023
Q4 | $276K | Hold |
3,463
| – | – | 0.09% | 109 |
|
|
2023
Q3 | $246K | Buy |
+3,463
| New | +$246K | 0.09% | 114 |
|
|
2018
Q1 | – | Sell |
-868
| Closed | -$65K | – | 179 |
|
|
2017
Q4 | $65K | Buy |
+868
| New | +$65K | 0.06% | 175 |
|