CWM

Cedar Wealth Management’s Procter & Gamble PG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.3K	Buy	65 +61	+1,525%	+$9.71K	﹤0.01%	157
2025 Q1	$682	Hold	4	–	–	﹤0.01%	191
2024 Q4	$671	Hold	4	–	–	﹤0.01%	190
2024 Q3	$693	Hold	4	–	–	﹤0.01%	261
2024 Q2	$660	Hold	4	–	–	﹤0.01%	300
2024 Q1	$649	Hold	4	–	–	﹤0.01%	340
2023 Q4	$586	Hold	4	–	–	﹤0.01%	277
2023 Q3	$583	Sell	4 -8	-67%	-$1.17K	﹤0.01%	287
2023 Q2	$1.82K	Hold	12	–	–	﹤0.01%	278
2023 Q1	$1.78K	Hold	12	–	–	﹤0.01%	275
2022 Q4	$1.82K	Hold	12	–	–	﹤0.01%	271
2022 Q3	$2K	Sell	12 -4	-25%	-$667	﹤0.01%	305
2022 Q2	$2K	Hold	16	–	–	﹤0.01%	320
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	353
2021 Q4	$3K	Buy	+16	New	+$3K	﹤0.01%	337
2020 Q4	–	Sell	-400	Closed	-$56K	–	240
2020 Q3	$56K	Hold	400	–	–	0.03%	122
2020 Q2	$48K	Hold	400	–	–	0.03%	129
2020 Q1	$44K	Hold	400	–	–	0.03%	131
2019 Q4	$50K	Hold	400	–	–	0.03%	90
2019 Q3	$50K	Hold	400	–	–	0.03%	91
2019 Q2	$44K	Hold	400	–	–	0.03%	113
2019 Q1	$42K	Hold	400	–	–	0.03%	107
2018 Q4	$37K	Sell	400 -300	-43%	-$27.8K	0.03%	95
2018 Q3	$58K	Buy	+700	New	+$58K	0.03%	86
2016 Q2	–	Sell	-58	Closed	-$5K	–	140
2016 Q1	$5K	Hold	58	–	–	﹤0.01%	100
2015 Q4	$5K	Buy	+58	New	+$5K	﹤0.01%	31