AEPWM
Atlantic Edge Private Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
2,164
| – | – | 0.09% | 105 |
|
|
2025
Q1 | $369K | Sell |
2,164
-22
| -1% | -$3.75K | 0.11% | 99 |
|
|
2024
Q4 | $366K | Sell |
2,186
-50
| -2% | -$8.38K | 0.11% | 99 |
|
|
2024
Q3 | $387K | Buy |
2,236
+97
| +5% | +$16.8K | 0.12% | 100 |
|
|
2024
Q2 | $353K | Hold |
2,139
| – | – | 0.12% | 99 |
|
|
2024
Q1 | $347K | Buy |
2,139
+125
| +6% | +$20.3K | 0.12% | 102 |
|
|
2023
Q4 | $295K | Buy |
+2,014
| New | +$295K | 0.12% | 104 |
|