CWP
CFM Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
10,524
+451
| +4% | +$71.9K | 0.27% | 62 |
|
|
2025
Q1 | $1.72M | Buy |
10,073
+682
| +7% | +$116K | 0.3% | 63 |
|
|
2024
Q4 | $1.57M | Buy |
9,391
+966
| +11% | +$162K | 0.27% | 64 |
|
|
2024
Q3 | $1.46M | Buy |
8,425
+1,369
| +19% | +$237K | 0.25% | 65 |
|
|
2024
Q2 | $1.16M | Sell |
7,056
-122
| -2% | -$20.1K | 0.21% | 73 |
|
|
2024
Q1 | $1.16M | Buy |
7,178
+428
| +6% | +$69.4K | 0.23% | 74 |
|
|
2023
Q4 | $989K | Sell |
6,750
-206
| -3% | -$30.2K | 0.22% | 75 |
|
|
2023
Q3 | $1.01M | Buy |
6,956
+20
| +0.3% | +$2.92K | 0.27% | 67 |
|
|
2023
Q2 | $1.05M | Sell |
6,936
-81
| -1% | -$12.3K | 0.26% | 81 |
|
|
2023
Q1 | $1.04M | Sell |
7,017
-419
| -6% | -$62.3K | 0.28% | 74 |
|
|
2022
Q4 | $1.13M | Sell |
7,436
-379
| -5% | -$57.4K | 0.34% | 72 |
|
|
2022
Q3 | $987K | Buy |
7,815
+3,465
| +80% | +$438K | 0.32% | 73 |
|
|
2022
Q2 | $625K | Buy |
4,350
+885
| +26% | +$127K | 0.19% | 95 |
|
|
2022
Q1 | $529K | Buy |
3,465
+426
| +14% | +$65K | 0.13% | 110 |
|
|
2021
Q4 | $495K | Sell |
3,039
-100
| -3% | -$16.3K | 0.11% | 111 |
|
|
2021
Q3 | $438K | Hold |
3,139
| – | – | 0.11% | 117 |
|
|
2021
Q2 | $424K | Hold |
3,139
| – | – | 0.11% | 110 |
|
|
2021
Q1 | $425K | Buy |
3,139
+300
| +11% | +$40.6K | 0.13% | 106 |
|
|
2020
Q4 | $395K | Buy |
2,839
+100
| +4% | +$13.9K | 0.13% | 100 |
|
|
2020
Q3 | $380K | Sell |
2,739
-1,400
| -34% | -$194K | 0.14% | 97 |
|
|
2020
Q2 | $494K | Buy |
4,139
+339
| +9% | +$40.5K | 0.19% | 84 |
|
|
2020
Q1 | $418K | Hold |
3,800
| – | – | 0.19% | 82 |
|
|
2019
Q4 | $479K | Buy |
+3,800
| New | +$479K | 0.18% | 88 |
|