DWMG
DB Wealth Management Group’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $131K | Hold |
896
| – | – | 0.07% | 104 |
|
2023
Q3 | $131K | Hold |
896
| – | – | 0.08% | 103 |
|
2023
Q2 | $136K | Sell |
896
-28
| -3% | -$4.25K | 0.08% | 98 |
|
2023
Q1 | $137K | Hold |
924
| – | – | 0.09% | 93 |
|
2022
Q4 | $140K | Hold |
924
| – | – | 0.09% | 91 |
|
2022
Q3 | $117K | Hold |
924
| – | – | 0.08% | 98 |
|
2022
Q2 | $133K | Hold |
924
| – | – | 0.09% | 94 |
|
2022
Q1 | $141K | Sell |
924
-28
| -3% | -$4.27K | 0.09% | 105 |
|
2021
Q4 | $156K | Hold |
952
| – | – | 0.09% | 99 |
|
2021
Q3 | $133K | Hold |
952
| – | – | 0.09% | 106 |
|
2021
Q2 | $128K | Hold |
952
| – | – | 0.08% | 106 |
|
2021
Q1 | $129K | Sell |
952
-23
| -2% | -$3.12K | 0.09% | 101 |
|
2020
Q4 | $136K | Buy |
+975
| New | +$136K | 0.1% | 98 |
|