AWM
Accurate Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
82,441
+1,763
| +2% | +$279K | 2% | 7 |
|
|
2025
Q1 | $13.5M | Buy |
80,678
+53,758
| +200% | +$8.97M | 2.57% | 4 |
|
|
2024
Q4 | $4.27M | Buy |
26,920
+455
| +2% | +$72.2K | 0.82% | 21 |
|
|
2024
Q3 | $4.59M | Buy |
26,465
+323
| +1% | +$56.1K | 0.92% | 18 |
|
|
2024
Q2 | $4.3M | Buy |
26,142
+1,016
| +4% | +$167K | 1.03% | 17 |
|
|
2024
Q1 | $3.97M | Sell |
25,126
-1,825
| -7% | -$289K | 1.16% | 20 |
|
|
2023
Q4 | $4.06M | Sell |
26,951
-819
| -3% | -$123K | 1.26% | 15 |
|
|
2023
Q3 | $4.06M | Buy |
27,770
+14,499
| +109% | +$2.12M | 1.27% | 15 |
|
|
2023
Q2 | $1.99M | Buy |
13,271
+1,358
| +11% | +$204K | 0.62% | 44 |
|
|
2023
Q1 | $1.8M | Buy |
11,913
+2,340
| +24% | +$353K | 0.62% | 36 |
|
|
2022
Q4 | $1.45M | Buy |
9,573
+648
| +7% | +$98.4K | 0.54% | 43 |
|
|
2022
Q3 | $1.34M | Buy |
8,925
+1,126
| +14% | +$169K | 0.56% | 44 |
|
|
2022
Q2 | $1.13M | Sell |
7,799
-131
| -2% | -$19K | 0.62% | 34 |
|
|
2022
Q1 | $1.21M | Buy |
7,930
+2,388
| +43% | +$365K | 0.54% | 41 |
|
|
2021
Q4 | $1.08M | Buy |
5,542
+161
| +3% | +$31.5K | 0.89% | 17 |
|
|
2021
Q3 | $989K | Sell |
5,381
-1,089
| -17% | -$200K | 0.86% | 24 |
|
|
2021
Q2 | $873K | Buy |
+6,470
| New | +$873K | 0.77% | 23 |
|