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

Copia 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 		$64.7K Hold
406
– – 0.05% 148
2025
Q1 		$69.2K Hold
406
– – 0.06% 138
2024
Q4 		$68.1K Buy
+406
New +$68.1K 0.06% 127