BFWM
Bright Futures Wealth Management’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $469K | Sell |
2,832
-225
| -7% | -$37.3K | 0.51% | 58 |
|
2024
Q4 | $508K | Sell |
3,057
-158
| -5% | -$26.3K | 0.45% | 63 |
|
2024
Q3 | $534K | Buy |
3,215
+49
| +2% | +$8.14K | 0.26% | 110 |
|
2024
Q2 | $538K | Hold |
3,166
| – | – | 0.29% | 104 |
|
2024
Q1 | $527K | Buy |
+3,166
| New | +$527K | 0.29% | 99 |
|