AWM
Adams Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $210K | Sell |
1,232
-57
| -4% | -$9.71K | 0.04% | 129 |
|
|
2024
Q4 | $216K | Buy |
1,289
+54
| +4% | +$9.05K | 0.04% | 110 |
|
|
2024
Q3 | $214K | Hold |
1,235
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $204K | Hold |
1,235
| – | – | 0.05% | 103 |
|
|
2024
Q1 | $200K | Buy |
+1,235
| New | +$200K | 0.05% | 100 |
|
|
2022
Q1 | – | Sell |
-4,131
| Closed | -$676K | – | 73 |
|
|
2021
Q4 | $676K | Hold |
4,131
| – | – | 0.2% | 41 |
|
|
2021
Q3 | $578K | Hold |
4,131
| – | – | 0.22% | 42 |
|
|
2021
Q2 | $557K | Hold |
4,131
| – | – | 0.24% | 45 |
|
|
2021
Q1 | $559K | Hold |
4,131
| – | – | 0.26% | 41 |
|
|
2020
Q4 | $575K | Sell |
4,131
-75
| -2% | -$10.4K | 0.36% | 37 |
|
|
2020
Q3 | $585K | Sell |
4,206
-10
| -0.2% | -$1.39K | 0.46% | 37 |
|
|
2020
Q2 | $504K | Hold |
4,216
| – | – | 0.52% | 35 |
|
|
2020
Q1 | $464K | Buy |
4,216
+10
| +0.2% | +$1.1K | 0.58% | 38 |
|
|
2019
Q4 | $525K | Buy |
+4,206
| New | +$525K | 0.44% | 58 |
|