DWAM
Duncan Williams Asset Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
6,303
-377
| -6% | -$60.1K | 0.32% | 49 |
|
|
2025
Q1 | $1.14M | Buy |
6,680
+262
| +4% | +$44.7K | 0.41% | 40 |
|
|
2024
Q4 | $1.08M | Buy |
6,418
+4,896
| +322% | +$821K | 0.42% | 43 |
|
|
2024
Q3 | $264K | Buy |
+1,522
| New | +$264K | 0.15% | 107 |
|
|
2024
Q2 | – | Sell |
-1,484
| Closed | -$241K | – | 69 |
|
|
2024
Q1 | $241K | Buy |
+1,484
| New | +$241K | 0.22% | 63 |
|