AWM
Activest Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
732
-336
| -31% | -$53.5K | 0.03% | 133 |
|
|
2025
Q1 | $182K | Buy |
1,068
+422
| +65% | +$71.9K | 0.05% | 104 |
|
|
2024
Q4 | $108K | Sell |
646
-273
| -30% | -$45.8K | 0.03% | 117 |
|
|
2024
Q3 | $159K | Buy |
919
+364
| +66% | +$63.1K | 0.05% | 89 |
|
|
2024
Q2 | $91.5K | Buy |
555
+248
| +81% | +$40.9K | 0.03% | 131 |
|
|
2024
Q1 | $49.7K | Sell |
307
-148
| -33% | -$24K | 0.02% | 114 |
|
|
2023
Q4 | $66.7K | Buy |
455
+151
| +50% | +$22.1K | 0.04% | 78 |
|
|
2023
Q3 | $44.3K | Buy |
304
+1
| +0.3% | +$146 | 0.03% | 99 |
|
|
2023
Q2 | $48.2K | Buy |
303
+2
| +0.7% | +$318 | 0.03% | 72 |
|
|
2023
Q1 | $44.4K | Buy |
+301
| New | +$44.4K | 0.03% | 91 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$3K | – | 574 |
|
|
2022
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 302 |
|