9WM
9258 Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.9M | Sell |
120,638
-1,985
| -2% | -$344K | 3.09% | 5 |
|
|
2024
Q2 | $20.2M | Sell |
122,623
-1,434
| -1% | -$236K | 3.11% | 5 |
|
|
2024
Q1 | $20.1M | Sell |
124,057
-1,173
| -0.9% | -$190K | 3.13% | 4 |
|
|
2023
Q4 | $18.4M | Sell |
125,230
-2,331
| -2% | -$342K | 3.23% | 5 |
|
|
2023
Q3 | $18.6M | Sell |
127,561
-3,920
| -3% | -$572K | 3.62% | 2 |
|
|
2023
Q2 | $20M | Sell |
131,481
-67
| -0.1% | -$10.2K | 3.75% | 2 |
|
|
2023
Q1 | $19.6M | Buy |
131,548
+6,420
| +5% | +$955K | 3.95% | 1 |
|
|
2022
Q4 | $19M | Buy |
125,128
+285
| +0.2% | +$43.2K | 4.1% | 1 |
|
|
2022
Q3 | $15.8M | Sell |
124,843
-155
| -0.1% | -$19.6K | 4.03% | 2 |
|
|
2022
Q2 | $18M | Buy |
124,998
+942
| +0.8% | +$135K | 4.61% | 1 |
|
|
2022
Q1 | $19M | Buy |
124,056
+1,127
| +0.9% | +$172K | 4.4% | 2 |
|
|
2021
Q4 | $20.1M | Buy |
122,929
+2,932
| +2% | +$480K | 4.61% | 2 |
|
|
2021
Q3 | $16.8M | Sell |
119,997
-417
| -0.3% | -$58.3K | 4.48% | 1 |
|
|
2021
Q2 | $16.2M | Buy |
120,414
+770
| +0.6% | +$104K | 4.37% | 1 |
|
|
2021
Q1 | $16.2M | Sell |
119,644
-3,357
| -3% | -$455K | 4.87% | 1 |
|
|
2020
Q4 | $17.1M | Buy |
123,001
+3,059
| +3% | +$426K | 5.58% | 1 |
|
|
2020
Q3 | $16.4M | Sell |
119,942
-1,754
| -1% | -$240K | 6.21% | 1 |
|
|
2020
Q2 | $14.6M | Sell |
121,696
-758
| -0.6% | -$90.6K | 5.9% | 1 |
|
|
2020
Q1 | $14.4M | Sell |
122,454
-3,732
| -3% | -$438K | 6.32% | 1 |
|
|
2019
Q4 | $15.8M | Buy |
126,186
+88,180
| +232% | +$11M | 5.78% | 1 |
|
|
2019
Q3 | $4.73M | Buy |
38,006
+1,068
| +3% | +$133K | 3.69% | 2 |
|
|
2019
Q2 | $4.05M | Sell |
36,938
-15,897
| -30% | -$1.74M | 3.26% | 2 |
|
|
2019
Q1 | $5.5M | Sell |
52,835
-2,173
| -4% | -$226K | 4.67% | 1 |
|
|
2018
Q4 | $5.06M | Buy |
+55,008
| New | +$5.06M | 4.88% | 1 |
|