BWM
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Bernard Wealth Management’s Procter & Gamble PG Stock Holding History

Bernard Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$33.5K Sell
210
-165
-44% -$26.3K 0.02% 145
2025
Q1 		$63.9K Buy
375
+63
+20% +$10.7K 0.03% 107
2024
Q4 		$52.3K Buy
+312
New +$52.3K 0.02% 121