HNWA
Henrickson Nauta Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
1,477
+78
| +6% | +$12.4K | 0.08% | 75 |
|
|
2025
Q1 | $229K | Buy |
1,399
+4
| +0.3% | +$654 | 0.09% | 68 |
|
|
2024
Q4 | $234K | Sell |
1,395
-21
| -1% | -$3.52K | 0.1% | 75 |
|
|
2024
Q3 | $245K | Buy |
1,416
+50
| +4% | +$8.66K | 0.1% | 72 |
|
|
2024
Q2 | $225K | Hold |
1,366
| – | – | 0.1% | 68 |
|
|
2024
Q1 | $215K | Buy |
+1,366
| New | +$215K | 0.09% | 66 |
|
|
2022
Q1 | – | Sell |
-203
| Closed | -$33K | – | 194 |
|
|
2021
Q4 | $33K | Buy |
+203
| New | +$33K | 0.03% | 113 |
|