Denver PWM’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Buy |
+1,861
| New | +$296K | 0.09% | 67 |
|
2025
Q1 | – | Sell |
-439
| Closed | -$73.7K | – | 182 |
|
2024
Q4 | $73.7K | Hold |
439
| – | – | 0.03% | 88 |
|
2024
Q3 | $76.1K | Sell |
439
-10
| -2% | -$1.73K | 0.03% | 91 |
|
2024
Q2 | $74K | Buy |
+449
| New | +$74K | 0.03% | 106 |
|