HWM
HB Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8M | Sell |
262,161
-5,503
| -2% | -$877K | 0.33% | 42 |
|
|
2025
Q1 | $45.6M | Buy |
267,664
+51,071
| +24% | +$8.7M | 0.38% | 39 |
|
|
2024
Q4 | $36.3M | Buy |
216,593
+6,926
| +3% | +$1.16M | 0.37% | 32 |
|
|
2024
Q3 | $36.3M | Buy |
209,667
+4,351
| +2% | +$754K | 0.39% | 30 |
|
|
2024
Q2 | $33.9M | Buy |
205,316
+10,959
| +6% | +$1.81M | 0.4% | 30 |
|
|
2024
Q1 | $31.5M | Buy |
194,357
+8,735
| +5% | +$1.42M | 0.4% | 28 |
|
|
2023
Q4 | $27.2M | Sell |
185,622
-4,508
| -2% | -$661K | 0.39% | 27 |
|
|
2023
Q3 | $27.7M | Buy |
190,130
+7,829
| +4% | +$1.14M | 0.45% | 24 |
|
|
2023
Q2 | $27.7M | Buy |
182,301
+11,978
| +7% | +$1.82M | 0.44% | 26 |
|
|
2023
Q1 | $25.3M | Buy |
170,323
+3,519
| +2% | +$523K | 0.44% | 24 |
|
|
2022
Q4 | $25.3M | Buy |
166,804
+9,733
| +6% | +$1.48M | 0.46% | 27 |
|
|
2022
Q3 | $19.8M | Buy |
157,071
+9,333
| +6% | +$1.18M | 0.42% | 25 |
|
|
2022
Q2 | $21.2M | Buy |
147,738
+14,853
| +11% | +$2.14M | 0.44% | 22 |
|
|
2022
Q1 | $20.3M | Buy |
132,885
+13,177
| +11% | +$2.01M | 0.38% | 26 |
|
|
2021
Q4 | $19.6M | Buy |
+119,708
| New | +$19.6M | 0.39% | 21 |
|