AWM
Affinity Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
1,827
+55
| +3% | +$8.76K | 0.05% | 81 |
|
|
2025
Q1 | $302K | Buy |
1,772
+53
| +3% | +$9.03K | 0.06% | 75 |
|
|
2024
Q4 | $288K | Hold |
1,719
| – | – | 0.05% | 79 |
|
|
2024
Q3 | $298K | Sell |
1,719
-21
| -1% | -$3.64K | 0.05% | 85 |
|
|
2024
Q2 | $287K | Buy |
1,740
+75
| +5% | +$12.4K | 0.05% | 82 |
|
|
2024
Q1 | $270K | Buy |
1,665
+35
| +2% | +$5.68K | 0.05% | 90 |
|
|
2023
Q4 | $239K | Hold |
1,630
| – | – | 0.05% | 90 |
|
|
2023
Q3 | $238K | Hold |
1,630
| – | – | 0.05% | 88 |
|
|
2023
Q2 | $247K | Buy |
1,630
+118
| +8% | +$17.9K | 0.06% | 91 |
|
|
2023
Q1 | $225K | Buy |
+1,512
| New | +$225K | 0.05% | 101 |
|