DWM
Darwin Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,370
-11,388
| -89% | -$1.81M | 0.08% | 127 |
|
|
2025
Q1 | $2.14M | Hold |
12,758
| – | – | 0.72% | 43 |
|
|
2024
Q4 | $2.14M | Sell |
12,758
-24,544
| -66% | -$4.12M | 0.72% | 43 |
|
|
2024
Q3 | $6.46M | Buy |
+37,302
| New | +$6.46M | 1.77% | 16 |
|
|
2024
Q2 | – | Sell |
-38,816
| Closed | -$6.3M | – | 126 |
|
|
2024
Q1 | $6.3M | Sell |
38,816
-1,482
| -4% | -$240K | 1.76% | 17 |
|
|
2023
Q4 | $5.91M | Sell |
40,298
-1,637
| -4% | -$240K | 1.58% | 20 |
|
|
2023
Q3 | $6.12M | Buy |
41,935
+264
| +0.6% | +$38.5K | 1.65% | 19 |
|
|
2023
Q2 | $6.17M | Buy |
41,671
+3,701
| +10% | +$548K | 1.59% | 19 |
|
|
2023
Q1 | $5.74M | Buy |
37,970
+1,744
| +5% | +$263K | 1.55% | 18 |
|
|
2022
Q4 | $5.47M | Sell |
36,226
-5,287
| -13% | -$798K | 1.42% | 19 |
|
|
2022
Q3 | $5.29M | Buy |
41,513
+16,860
| +68% | +$2.15M | 1.32% | 20 |
|
|
2022
Q2 | $3.5M | Sell |
24,653
-25
| -0.1% | -$3.55K | 0.71% | 37 |
|
|
2022
Q1 | $3.77M | Sell |
24,678
-4,315
| -15% | -$659K | 0.62% | 42 |
|
|
2021
Q4 | $4.7M | Buy |
28,993
+3,936
| +16% | +$638K | 0.74% | 32 |
|
|
2021
Q3 | $3.5M | Sell |
25,057
-3,272
| -12% | -$457K | 0.56% | 39 |
|
|
2021
Q2 | $3.82M | Buy |
28,329
+665
| +2% | +$89.7K | 0.62% | 32 |
|
|
2021
Q1 | $3.75M | Sell |
27,664
-214
| -0.8% | -$29K | 0.65% | 40 |
|
|
2020
Q4 | $3.88M | Buy |
27,878
+38
| +0.1% | +$5.29K | 0.73% | 35 |
|
|
2020
Q3 | $3.87M | Sell |
27,840
-365
| -1% | -$50.7K | 0.84% | 30 |
|
|
2020
Q2 | $3.37M | Sell |
28,205
-23,560
| -46% | -$2.82M | 0.86% | 32 |
|
|
2020
Q1 | $5.69M | Buy |
51,765
+3,275
| +7% | +$360K | 1.81% | 17 |
|
|
2019
Q4 | $6.06M | Sell |
48,490
-1,903
| -4% | -$238K | 1.61% | 12 |
|
|
2019
Q3 | $6.27M | Buy |
50,393
+26
| +0.1% | +$3.23K | 1.86% | 8 |
|
|
2019
Q2 | $5.52M | Buy |
50,367
+37
| +0.1% | +$4.06K | 1.71% | 10 |
|
|
2019
Q1 | $5.24M | Buy |
50,330
+24,090
| +92% | +$2.51M | 1.73% | 17 |
|
|
2018
Q4 | $2.41M | Sell |
26,240
-46
| -0.2% | -$4.23K | 1.68% | 17 |
|
|
2018
Q3 | $2.19M | Sell |
26,286
-884
| -3% | -$73.6K | 1.22% | 26 |
|
|
2018
Q2 | $2.12M | Sell |
27,170
-1,223
| -4% | -$95.6K | 1.38% | 18 |
|
|
2018
Q1 | $2.25M | Sell |
28,393
-21,315
| -43% | -$1.69M | 1.63% | 18 |
|
|
2017
Q4 | $4.57M | Buy |
49,708
+20,915
| +73% | +$1.92M | 1.96% | 7 |
|
|
2017
Q3 | $2.62M | Sell |
28,793
-18,411
| -39% | -$1.68M | 2.53% | 12 |
|
|
2017
Q2 | $4.11M | Sell |
47,204
-719
| -2% | -$62.7K | 2.27% | 6 |
|
|
2017
Q1 | $4.31M | Buy |
47,923
+1,229
| +3% | +$110K | 2.5% | 5 |
|
|
2016
Q4 | $3.93M | Buy |
46,694
+5,966
| +15% | +$502K | 2.64% | 9 |
|
|
2016
Q3 | $3.66M | Buy |
40,728
+1,959
| +5% | +$176K | 2.82% | 5 |
|
|
2016
Q2 | $3.28M | Buy |
+38,769
| New | +$3.28M | 2.8% | 4 |
|