CWG
Cornerstone Wealth Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Buy |
59,251
+2,164
| +4% | +$345K | 0.71% | 37 |
|
|
2025
Q1 | $9.73M | Buy |
57,087
+1,937
| +4% | +$330K | 0.81% | 33 |
|
|
2024
Q4 | $9.25M | Buy |
55,150
+1,886
| +4% | +$316K | 0.75% | 31 |
|
|
2024
Q3 | $9.23M | Buy |
53,264
+1,124
| +2% | +$195K | 0.76% | 31 |
|
|
2024
Q2 | $8.6M | Buy |
52,140
+1,488
| +3% | +$245K | 0.76% | 32 |
|
|
2024
Q1 | $8.22M | Buy |
50,652
+6,503
| +15% | +$1.06M | 0.76% | 37 |
|
|
2023
Q4 | $6.47M | Sell |
44,149
-41
| -0.1% | -$6.01K | 0.93% | 25 |
|
|
2023
Q3 | $6.45M | Sell |
44,190
-1,407
| -3% | -$205K | 1.14% | 18 |
|
|
2023
Q2 | $6.92M | Buy |
45,597
+247
| +0.5% | +$37.5K | 1.25% | 18 |
|
|
2023
Q1 | $6.74M | Sell |
45,350
-62
| -0.1% | -$9.22K | 1.2% | 20 |
|
|
2022
Q4 | $6.88M | Buy |
45,412
+975
| +2% | +$148K | 1.3% | 18 |
|
|
2022
Q3 | $5.61M | Buy |
44,437
+1,547
| +4% | +$195K | 1.24% | 21 |
|
|
2022
Q2 | $6.17M | Buy |
42,890
+3,890
| +10% | +$559K | 1.29% | 20 |
|
|
2022
Q1 | $5.96M | Buy |
39,000
+3,441
| +10% | +$526K | 1.09% | 18 |
|
|
2021
Q4 | $5.82M | Buy |
35,559
+1,282
| +4% | +$210K | 1% | 27 |
|
|
2021
Q3 | $4.79M | Buy |
34,277
+1,103
| +3% | +$154K | 0.85% | 28 |
|
|
2021
Q2 | $4.66M | Buy |
33,174
+1,611
| +5% | +$226K | 0.95% | 24 |
|
|
2021
Q1 | $4.32M | Buy |
31,563
+554
| +2% | +$75.8K | 0.88% | 29 |
|
|
2020
Q4 | $4.32M | Sell |
31,009
-1,477
| -5% | -$206K | 1.06% | 19 |
|
|
2020
Q3 | $4.52M | Sell |
32,486
-397
| -1% | -$55.2K | 1.23% | 22 |
|
|
2020
Q2 | $3.93M | Buy |
32,883
+1,066
| +3% | +$127K | 0.99% | 24 |
|
|
2020
Q1 | $3.5M | Buy |
31,817
+5,609
| +21% | +$617K | 1.23% | 22 |
|
|
2019
Q4 | $3.27M | Sell |
26,208
-574
| -2% | -$71.7K | 0.88% | 34 |
|
|
2019
Q3 | $3.33M | Buy |
26,782
+21,839
| +442% | +$2.72M | 0.84% | 33 |
|
|
2019
Q2 | $542K | Sell |
4,943
-409
| -8% | -$44.8K | 0.15% | 111 |
|
|
2019
Q1 | $557K | Buy |
+5,352
| New | +$557K | 0.14% | 115 |
|