JWM
JGP Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Sell |
48,398
-139
| -0.3% | -$22.1K | 0.93% | 34 |
|
|
2025
Q1 | $8.27M | Sell |
48,537
-3,294
| -6% | -$561K | 1.09% | 33 |
|
|
2024
Q4 | $8.69M | Buy |
51,831
+1,017
| +2% | +$171K | 1.12% | 36 |
|
|
2024
Q3 | $8.8M | Buy |
50,814
+683
| +1% | +$118K | 1.13% | 39 |
|
|
2024
Q2 | $8.27M | Buy |
50,131
+268
| +0.5% | +$44.2K | 1.18% | 37 |
|
|
2024
Q1 | $8.09M | Sell |
49,863
-2
| -0% | -$325 | 1.17% | 38 |
|
|
2023
Q4 | $7.31M | Buy |
49,865
+436
| +0.9% | +$63.9K | 1.08% | 35 |
|
|
2023
Q3 | $7.21M | Buy |
49,429
+1,235
| +3% | +$180K | 1.21% | 35 |
|
|
2023
Q2 | $7.31M | Buy |
48,194
+1,175
| +2% | +$178K | 1.2% | 35 |
|
|
2023
Q1 | $6.99M | Buy |
47,019
+1,485
| +3% | +$221K | 1.23% | 36 |
|
|
2022
Q4 | $6.9M | Buy |
45,534
+1,523
| +3% | +$231K | 1.27% | 37 |
|
|
2022
Q3 | $5.47M | Buy |
44,011
+1,376
| +3% | +$171K | 1.15% | 37 |
|
|
2022
Q2 | $6.23M | Buy |
42,635
+1,030
| +2% | +$150K | 1.26% | 37 |
|
|
2022
Q1 | $6.66M | Sell |
41,605
-544
| -1% | -$87.1K | 1.23% | 36 |
|
|
2021
Q4 | $6.92M | Buy |
42,149
+1,553
| +4% | +$255K | 1.29% | 32 |
|
|
2021
Q3 | $5.68M | Buy |
40,596
+173
| +0.4% | +$24.2K | 1.23% | 33 |
|
|
2021
Q2 | $5.45M | Sell |
40,423
-8,079
| -17% | -$1.09M | 1.17% | 34 |
|
|
2021
Q1 | $6.57M | Buy |
48,502
+301
| +0.6% | +$40.8K | 1.47% | 21 |
|
|
2020
Q4 | $6.22M | Buy |
48,201
+348
| +0.7% | +$44.9K | 1.44% | 21 |
|
|
2020
Q3 | $6.73M | Sell |
47,853
-36
| -0.1% | -$5.07K | 1.79% | 15 |
|
|
2020
Q2 | $5.89M | Sell |
47,889
-1,614
| -3% | -$198K | 1.73% | 15 |
|
|
2020
Q1 | $5.7M | Sell |
49,503
-8,704
| -15% | -$1M | 2.02% | 12 |
|
|
2019
Q4 | $7.15M | Buy |
58,207
+2,755
| +5% | +$338K | 2.11% | 8 |
|
|
2019
Q3 | $6.71M | Buy |
55,452
+75
| +0.1% | +$9.08K | 2.33% | 5 |
|
|
2019
Q2 | $6.07M | Sell |
55,377
-163
| -0.3% | -$17.9K | 2.15% | 7 |
|
|
2019
Q1 | $5.78M | Sell |
55,540
-2,388
| -4% | -$248K | 2.19% | 5 |
|
|
2018
Q4 | $5.33M | Buy |
57,928
+1,492
| +3% | +$137K | 2.2% | 6 |
|
|
2018
Q3 | $4.68M | Buy |
56,436
+104
| +0.2% | +$8.62K | 1.87% | 11 |
|
|
2018
Q2 | $4.4M | Buy |
+56,332
| New | +$4.4M | 1.83% | 10 |
|