FWA
FSM Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
6,586
+980
| +17% | +$157K | 0.17% | 86 |
|
|
2025
Q1 | $955K | Buy |
5,606
+590
| +12% | +$101K | 0.21% | 64 |
|
|
2024
Q4 | $805K | Buy |
5,016
+140
| +3% | +$22.5K | 0.2% | 72 |
|
|
2024
Q3 | $845K | Buy |
4,876
+337
| +7% | +$58.4K | 0.22% | 67 |
|
|
2024
Q2 | $749K | Buy |
4,539
+87
| +2% | +$14.3K | 0.25% | 67 |
|
|
2024
Q1 | $722K | Sell |
4,452
-179
| -4% | -$29K | 0.26% | 68 |
|
|
2023
Q4 | $679K | Sell |
4,631
-85
| -2% | -$12.5K | 0.29% | 63 |
|
|
2023
Q3 | $688K | Sell |
4,716
-268
| -5% | -$39.1K | 0.35% | 58 |
|
|
2023
Q2 | $738K | Sell |
4,984
-98
| -2% | -$14.5K | 0.37% | 59 |
|
|
2023
Q1 | $756K | Buy |
5,082
+460
| +10% | +$68.4K | 0.44% | 51 |
|
|
2022
Q4 | $700K | Sell |
4,622
-1,095
| -19% | -$166K | 0.5% | 50 |
|
|
2022
Q3 | $722K | Buy |
5,717
+1,676
| +41% | +$212K | 0.6% | 45 |
|
|
2022
Q2 | $587K | Buy |
+4,041
| New | +$587K | 0.58% | 50 |
|