FWM
Focused Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
3,292
+17
| +0.5% | +$2.71K | 0.06% | 92 |
|
|
2025
Q1 | $558K | Sell |
3,275
-67
| -2% | -$11.4K | 0.08% | 83 |
|
|
2024
Q4 | $560K | Buy |
3,342
+66
| +2% | +$11.1K | 0.08% | 83 |
|
|
2024
Q3 | $567K | Buy |
3,276
+18
| +0.6% | +$3.12K | 0.07% | 86 |
|
|
2024
Q2 | $537K | Buy |
3,258
+17
| +0.5% | +$2.8K | 0.08% | 77 |
|
|
2024
Q1 | $526K | Sell |
3,241
-66
| -2% | -$10.7K | 0.08% | 79 |
|
|
2023
Q4 | $485K | Buy |
3,307
+17
| +0.5% | +$2.49K | 0.08% | 80 |
|
|
2023
Q3 | $480K | Buy |
3,290
+16
| +0.5% | +$2.33K | 0.08% | 76 |
|
|
2023
Q2 | $497K | Buy |
3,274
+216
| +7% | +$32.8K | 0.09% | 78 |
|
|
2023
Q1 | $455K | Sell |
3,058
-30
| -1% | -$4.46K | 0.09% | 79 |
|
|
2022
Q4 | $468K | Buy |
3,088
+16
| +0.5% | +$2.43K | 0.1% | 82 |
|
|
2022
Q3 | $388K | Buy |
3,072
+15
| +0.5% | +$1.9K | 0.08% | 86 |
|
|
2022
Q2 | $440K | Buy |
3,057
+15
| +0.5% | +$2.16K | 0.08% | 90 |
|
|
2022
Q1 | $465K | Sell |
3,042
-1,271
| -29% | -$194K | 0.07% | 93 |
|
|
2021
Q4 | $705K | Buy |
4,313
+5
| +0.1% | +$817 | 0.11% | 76 |
|
|
2021
Q3 | $602K | Sell |
4,308
-182
| -4% | -$25.4K | 0.1% | 85 |
|
|
2021
Q2 | $606K | Buy |
4,490
+7
| +0.2% | +$945 | 0.1% | 86 |
|
|
2021
Q1 | $607K | Buy |
4,483
+202
| +5% | +$27.4K | 0.11% | 88 |
|
|
2020
Q4 | $596K | Sell |
4,281
-84
| -2% | -$11.7K | 0.12% | 83 |
|
|
2020
Q3 | $607K | Sell |
4,365
-963
| -18% | -$134K | 0.13% | 74 |
|
|
2020
Q2 | $637K | Buy |
5,328
+31
| +0.6% | +$3.71K | 0.15% | 68 |
|
|
2020
Q1 | $583K | Sell |
5,297
-90
| -2% | -$9.91K | 0.17% | 66 |
|
|
2019
Q4 | $673K | Buy |
5,387
+9
| +0.2% | +$1.12K | 0.16% | 68 |
|
|
2019
Q3 | $669K | Sell |
5,378
-285
| -5% | -$35.5K | 0.18% | 70 |
|
|
2019
Q2 | $621K | Buy |
5,663
+218
| +4% | +$23.9K | 0.17% | 71 |
|
|
2019
Q1 | $567K | Sell |
5,445
-169
| -3% | -$17.6K | 0.17% | 76 |
|
|
2018
Q4 | $516K | Sell |
5,614
-2,713
| -33% | -$249K | 0.18% | 85 |
|
|
2018
Q3 | $693K | Buy |
8,327
+2,621
| +46% | +$218K | 0.24% | 70 |
|
|
2018
Q2 | $445K | Sell |
5,706
-4,887
| -46% | -$381K | 0.15% | 91 |
|
|
2018
Q1 | $840K | Sell |
10,593
-3,237
| -23% | -$257K | 0.27% | 59 |
|
|
2017
Q4 | $1.27M | Buy |
13,830
+2,371
| +21% | +$218K | 0.41% | 41 |
|
|
2017
Q3 | $1.04M | Sell |
11,459
-842
| -7% | -$76.6K | 0.35% | 50 |
|
|
2017
Q2 | $1.07M | Sell |
12,301
-103
| -0.8% | -$8.98K | 0.4% | 40 |
|
|
2017
Q1 | $1.12M | Buy |
12,404
+305
| +3% | +$27.4K | 0.44% | 38 |
|
|
2016
Q4 | $1.02M | Sell |
12,099
-33
| -0.3% | -$2.77K | 0.43% | 38 |
|
|
2016
Q3 | $1.09M | Buy |
12,132
+1,490
| +14% | +$134K | 0.48% | 36 |
|
|
2016
Q2 | $901K | Buy |
10,642
+64
| +0.6% | +$5.42K | 0.41% | 40 |
|
|
2016
Q1 | $871K | Buy |
10,578
+5,431
| +106% | +$447K | 0.48% | 43 |
|
|
2015
Q4 | $409K | Buy |
5,147
+11
| +0.2% | +$874 | 0.24% | 70 |
|
|
2015
Q3 | $369K | Buy |
5,136
+60
| +1% | +$4.31K | 0.23% | 63 |
|
|
2015
Q2 | $397K | Sell |
5,076
-491
| -9% | -$38.4K | 0.25% | 68 |
|
|
2015
Q1 | $456K | Sell |
5,567
-205
| -4% | -$16.8K | 0.28% | 62 |
|
|
2014
Q4 | $526K | Buy |
5,772
+7
| +0.1% | +$638 | 0.37% | 52 |
|
|
2014
Q3 | $483K | Buy |
5,765
+8
| +0.1% | +$670 | 0.37% | 54 |
|
|
2014
Q2 | $452K | Buy |
5,757
+161
| +3% | +$12.6K | 0.35% | 54 |
|
|
2014
Q1 | $451K | Sell |
5,596
-404
| -7% | -$32.6K | 0.38% | 51 |
|
|
2013
Q4 | $488K | Buy |
6,000
+2,814
| +88% | +$229K | 0.41% | 49 |
|
|
2013
Q3 | $241K | Buy |
+3,186
| New | +$241K | 0.23% | 67 |
|