JPWM
Jamison Private Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
48,300
-1,785
| -4% | -$284K | 1.1% | 30 |
|
|
2025
Q1 | $8.54M | Buy |
50,085
+690
| +1% | +$118K | 1.3% | 27 |
|
|
2024
Q4 | $8.28M | Buy |
49,395
+1,960
| +4% | +$329K | 1.22% | 29 |
|
|
2024
Q3 | $8.22M | Buy |
47,435
+1,403
| +3% | +$243K | 1.25% | 24 |
|
|
2024
Q2 | $7.59M | Sell |
46,032
-436
| -0.9% | -$71.9K | 1.26% | 25 |
|
|
2024
Q1 | $7.54M | Buy |
46,468
+69
| +0.1% | +$11.2K | 1.27% | 25 |
|
|
2023
Q4 | $6.8M | Sell |
46,399
-744
| -2% | -$109K | 1.27% | 25 |
|
|
2023
Q3 | $6.88M | Buy |
+47,143
| New | +$6.88M | 1.42% | 23 |
|