CWM
CCG Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
13,962
-1,519
| -10% | -$242K | 1.17% | 19 |
|
|
2025
Q1 | $2.64M | Sell |
15,481
-20,384
| -57% | -$3.47M | 1.58% | 12 |
|
|
2024
Q4 | $6.01M | Sell |
35,865
-476
| -1% | -$79.8K | 3.35% | 6 |
|
|
2024
Q3 | $6.29M | Sell |
36,341
-48,142
| -57% | -$8.34M | 3.52% | 6 |
|
|
2024
Q2 | $11.2M | Buy |
84,483
+50,660
| +150% | +$6.74M | 6.34% | 5 |
|
|
2024
Q1 | $5.49M | Buy |
33,823
+20,810
| +160% | +$3.38M | 3.31% | 6 |
|
|
2023
Q4 | $1.91M | Sell |
13,013
-4,281
| -25% | -$627K | 1.28% | 17 |
|
|
2023
Q3 | $2.52M | Sell |
17,294
-4,648
| -21% | -$678K | 1.65% | 12 |
|
|
2023
Q2 | $3.33M | Buy |
21,942
+6,791
| +45% | +$1.03M | 2.09% | 12 |
|
|
2023
Q1 | $2.25M | Sell |
15,151
-2,246
| -13% | -$334K | 1.49% | 14 |
|
|
2022
Q4 | $2.64M | Buy |
17,397
+13,754
| +378% | +$2.08M | 1.46% | 14 |
|
|
2022
Q3 | $460K | Buy |
3,643
+37
| +1% | +$4.67K | 0.28% | 39 |
|
|
2022
Q2 | $518K | Sell |
3,606
-98
| -3% | -$14.1K | 0.29% | 39 |
|
|
2022
Q1 | $566K | Buy |
+3,704
| New | +$566K | 0.28% | 44 |
|
|
2020
Q1 | – | Sell |
-1,739
| Closed | -$217K | – | 82 |
|
|
2019
Q4 | $217K | Buy |
+1,739
| New | +$217K | 0.14% | 93 |
|