CPWA
Cerro Pacific Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
12,538
+477
| +4% | +$76K | 0.55% | 47 |
|
|
2025
Q1 | $2.02M | Buy |
12,061
+132
| +1% | +$22.1K | 0.66% | 41 |
|
|
2024
Q4 | $2.07M | Sell |
11,929
-57
| -0.5% | -$9.87K | 0.68% | 44 |
|
|
2024
Q3 | $1.98M | Buy |
11,986
+1,000
| +9% | +$165K | 0.75% | 44 |
|
|
2024
Q2 | $1.81M | Buy |
+10,986
| New | +$1.81M | 0.69% | 44 |
|
|
2023
Q1 | $1.51M | Buy |
10,129
+1,067
| +12% | +$159K | 0.83% | 31 |
|
|
2022
Q4 | $1.37M | Sell |
9,062
-82
| -0.9% | -$12.4K | 0.73% | 38 |
|
|
2022
Q3 | $1.15M | Buy |
9,144
+1,428
| +19% | +$180K | 0.7% | 38 |
|
|
2022
Q2 | $1.11M | Buy |
7,716
+1,429
| +23% | +$205K | 0.69% | 33 |
|
|
2022
Q1 | $961K | Buy |
6,287
+202
| +3% | +$30.9K | 0.59% | 46 |
|
|
2021
Q4 | $995K | Sell |
6,085
-347
| -5% | -$56.7K | 0.63% | 42 |
|
|
2021
Q3 | $899K | Sell |
6,432
-1,763
| -22% | -$246K | 0.65% | 35 |
|
|
2021
Q2 | $1.11M | Buy |
+8,195
| New | +$1.11M | 0.82% | 34 |
|
|
2020
Q4 | $1.93M | Buy |
+13,890
| New | +$1.93M | 1.15% | 19 |
|