Collaborative Wealth Management’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 | $260K | Buy |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $255K | Sell |
|
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $266K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q1 | $282K | Buy |
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