CWM
C2C Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
1,967
| – | – | 0.28% | 65 |
|
|
2025
Q1 | $335K | Hold |
1,967
| – | – | 0.31% | 61 |
|
|
2024
Q4 | $330K | Buy |
1,967
+25
| +1% | +$4.19K | 0.31% | 63 |
|
|
2024
Q3 | $321K | Hold |
1,942
| – | – | 0.3% | 64 |
|
|
2024
Q2 | $320K | Hold |
1,942
| – | – | 0.31% | 60 |
|
|
2024
Q1 | $315K | Sell |
1,942
-1,718,150
| -100% | -$279M | 0.31% | 64 |
|
|
2023
Q4 | $305K | Buy |
1,720,092
+1,696,630
| +7,231% | +$301K | 0.26% | 83 |
|
|
2023
Q3 | $3.4M | Sell |
23,462
-181
| -0.8% | -$26.2K | 0.48% | 19 |
|
|
2023
Q2 | $3.53M | Buy |
23,643
+500
| +2% | +$74.6K | 0.47% | 17 |
|
|
2023
Q1 | $3.5M | Sell |
23,143
-324
| -1% | -$48.9K | 0.56% | 15 |
|
|
2022
Q4 | $3.38M | Sell |
23,467
-6,500
| -22% | -$937K | 0.59% | 15 |
|
|
2022
Q3 | $3.9M | Hold |
29,967
| – | – | 0.76% | 13 |
|
|
2022
Q2 | $4.32M | Sell |
29,967
-349
| -1% | -$50.3K | 0.79% | 12 |
|
|
2022
Q1 | $4.96M | Sell |
30,316
-50
| -0.2% | -$8.18K | 0.84% | 11 |
|
|
2021
Q4 | $4.97M | Buy |
+30,366
| New | +$4.97M | 0.71% | 11 |
|