FWM
ForthRight Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Hold |
10,761
| – | – | 0.53% | 24 |
|
|
2025
Q1 | $1.83M | Buy |
10,761
+29
| +0.3% | +$4.94K | 0.61% | 25 |
|
|
2024
Q4 | $1.8M | Buy |
10,732
+8
| +0.1% | +$1.34K | 0.6% | 25 |
|
|
2024
Q3 | $1.86M | Buy |
10,724
+14
| +0.1% | +$2.43K | 0.62% | 25 |
|
|
2024
Q2 | $1.77M | Sell |
10,710
-54
| -0.5% | -$8.91K | 0.63% | 26 |
|
|
2024
Q1 | $1.75M | Buy |
10,764
+14
| +0.1% | +$2.27K | 0.63% | 26 |
|
|
2023
Q4 | $1.58M | Buy |
10,750
+90
| +0.8% | +$13.2K | 0.61% | 25 |
|
|
2023
Q3 | $1.55M | Buy |
10,660
+14
| +0.1% | +$2.04K | 0.67% | 25 |
|
|
2023
Q2 | $1.62M | Buy |
10,646
+14
| +0.1% | +$2.12K | 0.68% | 26 |
|
|
2023
Q1 | $1.58M | Sell |
10,632
-135
| -1% | -$20.1K | 0.72% | 24 |
|
|
2022
Q4 | $1.63M | Buy |
10,767
+164
| +2% | +$24.9K | 0.83% | 22 |
|
|
2022
Q3 | $1.34M | Sell |
10,603
-1,240
| -10% | -$157K | 0.79% | 20 |
|
|
2022
Q2 | $1.7M | Buy |
11,843
+14
| +0.1% | +$2.01K | 0.95% | 19 |
|
|
2022
Q1 | $1.81M | Buy |
11,829
+12
| +0.1% | +$1.83K | 0.93% | 19 |
|
|
2021
Q4 | $1.93M | Sell |
11,817
-841
| -7% | -$138K | 1.06% | 18 |
|
|
2021
Q3 | $1.77M | Buy |
12,658
+4,323
| +52% | +$604K | 1.07% | 16 |
|
|
2021
Q2 | $1.13M | Hold |
8,335
| – | – | 0.71% | 17 |
|
|
2021
Q1 | $1.13M | Hold |
8,335
| – | – | 0.77% | 17 |
|
|
2020
Q4 | $1.16M | Buy |
+8,335
| New | +$1.16M | 0.91% | 14 |
|