CWM
Cahaba Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
4,607
-211
| -4% | -$33.6K | 0.06% | 68 |
|
|
2025
Q1 | $821K | Buy |
4,818
+42
| +0.9% | +$7.16K | 0.07% | 61 |
|
|
2024
Q4 | $801K | Sell |
4,776
-149
| -3% | -$25K | 0.07% | 63 |
|
|
2024
Q3 | $853K | Buy |
4,925
+477
| +11% | +$82.6K | 0.07% | 62 |
|
|
2024
Q2 | $734K | Sell |
4,448
-104
| -2% | -$17.2K | 0.06% | 66 |
|
|
2024
Q1 | $739K | Sell |
4,552
-54
| -1% | -$8.76K | 0.07% | 65 |
|
|
2023
Q4 | $675K | Sell |
4,606
-116
| -2% | -$17K | 0.07% | 65 |
|
|
2023
Q3 | $689K | Sell |
4,722
-245
| -5% | -$35.7K | 0.08% | 65 |
|
|
2023
Q2 | $754K | Sell |
4,967
-205
| -4% | -$31.1K | 0.08% | 60 |
|
|
2023
Q1 | $769K | Buy |
5,172
+483
| +10% | +$71.8K | 0.09% | 54 |
|
|
2022
Q4 | $711K | Sell |
4,689
-104
| -2% | -$15.8K | 0.09% | 59 |
|
|
2022
Q3 | $605K | Sell |
4,793
-215
| -4% | -$27.1K | 0.08% | 62 |
|
|
2022
Q2 | $720K | Sell |
5,008
-248
| -5% | -$35.7K | 0.1% | 57 |
|
|
2022
Q1 | $843K | Buy |
5,256
+365
| +7% | +$58.5K | 0.12% | 54 |
|
|
2021
Q4 | $800K | Buy |
4,891
+26
| +0.5% | +$4.25K | 0.11% | 53 |
|
|
2021
Q3 | $680K | Buy |
+4,865
| New | +$680K | 0.1% | 58 |
|