CM Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $789K | Buy |
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|
2025
Q2 | $813K | Sell |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $749K | Hold |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $834K | Buy |
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|
2022
Q4 | $763K | Hold |
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|
2022
Q3 | $636M | Hold |
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|
2022
Q2 | $724K | Buy |
|