CWM
Collaborative Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
1,681
+154
| +10% | +$24.5K | 0.12% | 145 |
|
|
2025
Q1 | $260K | Buy |
1,527
+4
| +0.3% | +$682 | 0.12% | 134 |
|
|
2024
Q4 | $255K | Sell |
1,523
-17
| -1% | -$2.85K | 0.12% | 147 |
|
|
2024
Q3 | $267K | Sell |
1,540
-10
| -0.6% | -$1.73K | 0.12% | 138 |
|
|
2024
Q2 | $256K | Buy |
1,550
+3
| +0.2% | +$495 | 0.13% | 138 |
|
|
2024
Q1 | $251K | Buy |
1,547
+1
| +0.1% | +$162 | 0.13% | 137 |
|
|
2023
Q4 | $227K | Sell |
1,546
-424
| -22% | -$62.1K | 0.12% | 142 |
|
|
2023
Q3 | $287K | Buy |
1,970
+250
| +15% | +$36.5K | 0.17% | 121 |
|
|
2023
Q2 | $261K | Buy |
1,720
+49
| +3% | +$7.44K | 0.16% | 132 |
|
|
2023
Q1 | $248K | Sell |
1,671
-153
| -8% | -$22.7K | 0.16% | 144 |
|
|
2022
Q4 | $276K | Sell |
1,824
-27
| -1% | -$4.09K | 0.18% | 135 |
|
|
2022
Q3 | $234K | Hold |
1,851
| – | – | 0.17% | 148 |
|
|
2022
Q2 | $266K | Buy |
+1,851
| New | +$266K | 0.17% | 151 |
|
|
2021
Q4 | $292K | Buy |
+1,785
| New | +$292K | 0.16% | 165 |
|
|
2021
Q1 | $282K | Buy |
+1,846
| New | +$282K | 0.16% | 159 |
|