DWM
Diversify Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
26,300
+2,581
| +11% | +$400K | 0.25% | 119 |
|
|
2025
Q1 | $3.85M | Buy |
23,719
+2,210
| +10% | +$359K | 0.29% | 103 |
|
|
2024
Q4 | $3.41M | Buy |
21,509
+7,045
| +49% | +$1.12M | 0.27% | 104 |
|
|
2024
Q3 | $2.45M | Buy |
14,464
+1,359
| +10% | +$230K | 0.24% | 109 |
|
|
2024
Q2 | $2.2M | Buy |
+13,105
| New | +$2.2M | 0.27% | 90 |
|