CWM
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Consultiva Wealth Management’s Procter & Gamble PG Stock Holding History

Consultiva Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$87K Hold
546
– – 0.27% 65
2025
Q1 		$93K Buy
546
+150
+38% +$25.6K 0.32% 58
2024
Q4 		$66.4K Buy
+396
New +$66.4K 0.33% 50