IWM
Iams Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
17,274
-836
| -5% | -$133K | 1.26% | 17 |
|
|
2025
Q1 | $3.09M | Buy |
18,110
+617
| +4% | +$105K | 1.41% | 11 |
|
|
2024
Q4 | $2.93M | Buy |
17,493
+5,231
| +43% | +$877K | 1.34% | 15 |
|
|
2024
Q3 | $2.12M | Buy |
12,262
+1,094
| +10% | +$189K | 1.04% | 22 |
|
|
2024
Q2 | $1.84M | Buy |
11,168
+301
| +3% | +$49.6K | 1.01% | 30 |
|
|
2024
Q1 | $1.74M | Buy |
10,867
+459
| +4% | +$73.5K | 1.06% | 27 |
|
|
2023
Q4 | $1.53M | Sell |
10,408
-491
| -5% | -$72K | 0.99% | 32 |
|
|
2023
Q3 | $1.59M | Buy |
+10,899
| New | +$1.59M | 1.1% | 30 |
|
|
2023
Q2 | – | Sell |
-9,168
| Closed | -$1.35M | – | 106 |
|
|
2023
Q1 | $1.35M | Sell |
9,168
-4,742
| -34% | -$699K | 1.12% | 27 |
|
|
2022
Q4 | $2.11M | Buy |
+13,910
| New | +$2.11M | 2.15% | 8 |
|