FWP
Falcon Wealth Planning’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
2,641
-485
| -16% | -$77.3K | 0.04% | 114 |
|
|
2025
Q1 | $533K | Buy |
3,126
+360
| +13% | +$61.4K | 0.06% | 100 |
|
|
2024
Q4 | $464K | Buy |
2,766
+187
| +7% | +$31.3K | 0.05% | 103 |
|
|
2024
Q3 | $447K | Buy |
2,579
+156
| +6% | +$27K | 0.05% | 96 |
|
|
2024
Q2 | $400K | Buy |
2,423
+229
| +10% | +$37.8K | 0.05% | 89 |
|
|
2024
Q1 | $356K | Sell |
2,194
-43
| -2% | -$6.98K | 0.06% | 102 |
|
|
2023
Q4 | $328K | Buy |
2,237
+68
| +3% | +$9.96K | 0.06% | 97 |
|
|
2023
Q3 | $316K | Sell |
2,169
-3
| -0.1% | -$438 | 0.07% | 80 |
|
|
2023
Q2 | $330K | Buy |
2,172
+101
| +5% | +$15.3K | 0.07% | 79 |
|
|
2023
Q1 | $308K | Sell |
2,071
-2
| -0.1% | -$297 | 0.08% | 73 |
|
|
2022
Q4 | $314K | Sell |
2,073
-25
| -1% | -$3.79K | 0.09% | 70 |
|
|
2022
Q3 | $265K | Buy |
2,098
+25
| +1% | +$3.16K | 0.09% | 77 |
|
|
2022
Q2 | $298K | Buy |
2,073
+11
| +0.5% | +$1.58K | 0.1% | 67 |
|
|
2022
Q1 | $315K | Buy |
2,062
+430
| +26% | +$65.7K | 0.1% | 59 |
|
|
2021
Q4 | $267K | Buy |
+1,632
| New | +$267K | 0.09% | 63 |
|