DWM
Drive Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
8,037
+245
| +3% | +$39K | 0.28% | 81 |
|
|
2025
Q1 | $1.33M | Sell |
7,792
-885
| -10% | -$151K | 0.31% | 75 |
|
|
2024
Q4 | $1.45M | Buy |
8,677
+708
| +9% | +$119K | 0.36% | 53 |
|
|
2024
Q3 | $1.38M | Buy |
7,969
+129
| +2% | +$22.3K | 0.36% | 50 |
|
|
2024
Q2 | $1.29M | Buy |
7,840
+222
| +3% | +$36.6K | 0.35% | 56 |
|
|
2024
Q1 | $1.24M | Sell |
7,618
-27
| -0.4% | -$4.38K | 0.35% | 56 |
|
|
2023
Q4 | $1.12M | Sell |
7,645
-219
| -3% | -$32.1K | 0.36% | 57 |
|
|
2023
Q3 | $1.15M | Buy |
7,864
+290
| +4% | +$42.3K | 0.42% | 54 |
|
|
2023
Q2 | $1.15M | Buy |
7,574
+491
| +7% | +$74.5K | 0.43% | 55 |
|
|
2023
Q1 | $1.05M | Buy |
7,083
+1,076
| +18% | +$160K | 0.44% | 56 |
|
|
2022
Q4 | $910K | Buy |
6,007
+2,503
| +71% | +$379K | 0.46% | 49 |
|
|
2022
Q3 | $442K | Buy |
3,504
+1,041
| +42% | +$131K | 0.42% | 68 |
|
|
2022
Q2 | $354K | Buy |
2,463
+733
| +42% | +$105K | 0.32% | 94 |
|
|
2022
Q1 | $264K | Sell |
1,730
-567
| -25% | -$86.5K | 0.22% | 122 |
|
|
2021
Q4 | $376K | Buy |
+2,297
| New | +$376K | 0.33% | 84 |
|