CWP
Cyndeo Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88M | Buy |
55,742
+1,546
| +3% | +$246K | 0.53% | 51 |
|
|
2025
Q1 | $9.24M | Sell |
54,196
-785
| -1% | -$134K | 0.61% | 43 |
|
|
2024
Q4 | $9.22M | Buy |
54,981
+1,553
| +3% | +$260K | 0.62% | 42 |
|
|
2024
Q3 | $9.25M | Buy |
53,428
+1,493
| +3% | +$259K | 0.65% | 40 |
|
|
2024
Q2 | $8.57M | Buy |
51,935
+3,190
| +7% | +$526K | 0.67% | 34 |
|
|
2024
Q1 | $7.91M | Sell |
48,745
-16,124
| -25% | -$2.62M | 0.66% | 37 |
|
|
2023
Q4 | $9.51M | Buy |
64,869
+16,255
| +33% | +$2.38M | 0.88% | 23 |
|
|
2023
Q3 | $7.09M | Sell |
48,614
-762
| -2% | -$111K | 0.74% | 34 |
|
|
2023
Q2 | $7.49M | Buy |
49,376
+1,511
| +3% | +$229K | 0.78% | 34 |
|
|
2023
Q1 | $7.12M | Buy |
47,865
+10,991
| +30% | +$1.63M | 0.77% | 30 |
|
|
2022
Q4 | $5.59M | Buy |
+36,874
| New | +$5.59M | 0.66% | 47 |
|