CM Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
5,104
-1,318
| -21% | -$210K | 0.24% | 35 |
|
|
2025
Q1 | $1.09M | Hold |
6,422
| – | – | 0.35% | 27 |
|
|
2024
Q4 | $1.08M | Hold |
6,422
| – | – | 0.35% | 26 |
|
|
2024
Q3 | $1.11M | Hold |
6,422
| – | – | 0.36% | 24 |
|
|
2024
Q2 | $1.06M | Buy |
6,422
+3,322
| +107% | +$548K | 0.5% | 17 |
|
|
2024
Q1 | $517K | Sell |
3,100
-2,014
| -39% | -$336K | 0.15% | 80 |
|
|
2023
Q4 | $749K | Hold |
5,114
| – | – | 0.32% | 24 |
|
|
2023
Q3 | $778K | Sell |
5,114
-1,750
| -25% | -$266K | 0.3% | 26 |
|
|
2023
Q2 | $1.08M | Buy |
6,864
+1,507
| +28% | +$237K | 0.35% | 27 |
|
|
2023
Q1 | $834K | Buy |
5,357
+322
| +6% | +$50.1K | 0.16% | 189 |
|
|
2022
Q4 | $763K | Hold |
5,035
| – | – | 0.39% | 24 |
|
|
2022
Q3 | $636M | Hold |
5,035
| – | – | 0.35% | 29 |
|
|
2022
Q2 | $724K | Buy |
+5,035
| New | +$724K | 0.44% | 27 |
|