CWM
CMH Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
2,864
-200
| -7% | -$31.9K | 0.11% | 47 |
|
|
2025
Q1 | $522K | Hold |
3,064
| – | – | 0.13% | 44 |
|
|
2024
Q4 | $514K | Sell |
3,064
-398
| -11% | -$66.7K | 0.12% | 45 |
|
|
2024
Q3 | $600K | Hold |
3,462
| – | – | 0.14% | 45 |
|
|
2024
Q2 | $571K | Buy |
+3,462
| New | +$571K | 0.14% | 43 |
|
|
2023
Q1 | – | Sell |
-23,728
| Closed | -$3.6M | – | 49 |
|
|
2022
Q4 | $3.6M | Buy |
23,728
+414
| +2% | +$62.7K | 1.15% | 42 |
|
|
2022
Q3 | $2.94M | Buy |
23,314
+752
| +3% | +$94.9K | 1.08% | 39 |
|
|
2022
Q2 | $3.24M | Sell |
22,562
-3,827
| -15% | -$550K | 1.17% | 38 |
|
|
2022
Q1 | $4.03M | Buy |
26,389
+945
| +4% | +$144K | 1.24% | 32 |
|
|
2021
Q4 | $4.16M | Buy |
25,444
+321
| +1% | +$52.5K | 1.26% | 33 |
|
|
2021
Q3 | $3.51M | Buy |
25,123
+481
| +2% | +$67.2K | 1.15% | 34 |
|
|
2021
Q2 | $3.33M | Buy |
24,642
+952
| +4% | +$128K | 1.11% | 35 |
|
|
2021
Q1 | $3.21M | Sell |
23,690
-356
| -1% | -$48.2K | 1.21% | 33 |
|
|
2020
Q4 | $3.35M | Sell |
24,046
-4
| -0% | -$557 | 1.23% | 32 |
|
|
2020
Q3 | $3.34M | Buy |
24,050
+2,072
| +9% | +$288K | 1.43% | 26 |
|
|
2020
Q2 | $2.63M | Buy |
+21,978
| New | +$2.63M | 1.26% | 33 |
|