Carson Wealth (CWM LLC)’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $99.7M | Buy |
|
|||||
|
2025
Q2 | $83.8M | Buy |
|
|||||
|
2025
Q1 | $83.3M | Sell |
|
|||||
|
2024
Q4 | $83.2M | Buy |
|
|||||
|
2024
Q3 | $82.5M | Buy |
|
|||||
|
2024
Q2 | $75.4M | Buy |
|
|||||
|
2024
Q1 | $73.1M | Buy |
|
|||||
|
2023
Q4 | $64.3M | Buy |
|
|||||
|
2023
Q3 | $60.6M | Buy |
|
|||||
|
2023
Q2 | $61.5M | Buy |
|
|||||
|
2023
Q1 | $55.9M | Buy |
|
|||||
|
2022
Q4 | $53.4M | Buy |
|
|||||
|
2022
Q3 | $40.5M | Buy |
|
|||||
|
2022
Q2 | $44.6M | Buy |
|
|||||
|
2022
Q1 | $45.2M | Buy |
|
|||||
|
2021
Q4 | $47.2M | Buy |
|
|||||
|
2021
Q2 | $37.4M | Hold |
|
|||||
|
2021
Q1 | $37.4M | Hold |
|
|||||
|
2020
Q4 | $37.4M | Hold |
|
|||||
|
2020
Q3 | $37.4M | Hold |
|
|||||
|
2020
Q2 | $37.4M | Hold |
|
|||||
|
2020
Q1 | $37.4M | Hold |
|
|||||
|
2019
Q4 | $37.4M | Hold |
|
|||||
|
2019
Q3 | $37.4M | Hold |
|
|||||
|
2019
Q2 | $37.4M | Hold |
|
|||||
|
2019
Q1 | $37.4M | Buy |
|
|||||
|
2018
Q4 | $17.2M | Buy |
|
|||||
|
2018
Q3 | $12.2M | Buy |
|
|||||
|
2018
Q2 | $1.39M | Buy |
|
|||||
|
2018
Q1 | $1.34M | Buy |
|
|||||
|
2017
Q4 | $1.51M | Buy |
|
|||||
|
2017
Q3 | $1.19M | Buy |
|
|||||
|
2017
Q2 | $1.08M | Buy |
|
|||||
|
2017
Q1 | $972K | Buy |
|
|||||
|
2016
Q4 | $782K | Buy |
|
|||||
|
2016
Q3 | $443K | Buy |
|
|||||
|
2016
Q2 | $186K | Sell |
|
|||||
|
2016
Q1 | $203K | Buy |
|
|||||
|
2015
Q4 | $156K | Buy |
|
|||||
|
2015
Q3 | $91K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $42K | Buy |
|
|||||
|
2013
Q3 | $22K | Buy |
|