DWM
Dogwood Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
4,384
+3,958
| +929% | +$625K | 0.34% | 65 |
|
|
2025
Q1 | $72.5K | Buy |
426
+80
| +23% | +$13.6K | 0.04% | 104 |
|
|
2024
Q4 | $58.1K | Buy |
346
+1
| +0.3% | +$168 | 0.03% | 115 |
|
|
2024
Q3 | $59.7K | Buy |
345
+2
| +0.6% | +$346 | 0.03% | 110 |
|
|
2024
Q2 | $56.5K | Sell |
343
-112
| -25% | -$18.5K | 0.03% | 111 |
|
|
2024
Q1 | $73.8K | Buy |
455
+3
| +0.7% | +$486 | 0.05% | 121 |
|
|
2023
Q4 | $66.3K | Buy |
+452
| New | +$66.3K | 0.05% | 121 |
|