AWM
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Affinity Wealth Management’s Procter & Gamble PG Stock Holding History

Affinity Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,827
Closed -$291K – 113
2025
Q2 		$291K Buy
1,827
+55
+3% +$8.98K 0.05% 81
2025
Q1 		$302K Buy
1,772
+53
+3% +$8.88K 0.06% 75
2024
Q4 		$288K Hold
1,719
– – 0.05% 79
2024
Q3 		$298K Sell
1,719
-21
-1% -$3.56K 0.05% 85
2024
Q2 		$287K Buy
1,740
+75
+5% +$12.3K 0.05% 82
2024
Q1 		$270K Buy
1,665
+35
+2% +$5.49K 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% +$17.8K 0.06% 91
2023
Q1 		$225K Buy
+1,512
New +$216K 0.05% 101

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