CPWM
PG icon

Cypress Point Wealth Management’s Procter & Gamble PG Stock Holding History

Cypress Point Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-150
Closed -$20K – 201
2021
Q2 		$20K Buy
+150
New +$20K 0.01% 103
2021
Q1 		– Sell
-1,975
Closed -$275K – 171
2020
Q4 		$275K Buy
+1,975
New +$275K 0.42% 72