KWM
Keebeck Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
13,133
-380
| -3% | -$60.5K | 0.27% | 93 |
|
|
2025
Q1 | $2.3M | Buy |
13,513
+995
| +8% | +$170K | 0.34% | 85 |
|
|
2024
Q4 | $2.1M | Buy |
12,518
+135
| +1% | +$22.6K | 0.3% | 87 |
|
|
2024
Q3 | $2.14M | Buy |
12,383
+12
| +0.1% | +$2.08K | 0.31% | 85 |
|
|
2024
Q2 | $2.04M | Hold |
12,371
| – | – | 0.3% | 89 |
|
|
2024
Q1 | $2.01M | Sell |
12,371
-627
| -5% | -$102K | 0.3% | 92 |
|
|
2023
Q4 | $1.9M | Sell |
12,998
-223
| -2% | -$32.7K | 0.31% | 86 |
|
|
2023
Q3 | $1.93M | Sell |
13,221
-251
| -2% | -$36.6K | 0.34% | 79 |
|
|
2023
Q2 | $2.04M | Hold |
13,472
| – | – | 0.28% | 87 |
|
|
2023
Q1 | $2M | Buy |
13,472
+300
| +2% | +$44.6K | 0.32% | 80 |
|
|
2022
Q4 | $2M | Sell |
13,172
-170
| -1% | -$25.8K | 0.35% | 69 |
|
|
2022
Q3 | $1.68M | Buy |
13,342
+1
| +0% | +$126 | 0.32% | 72 |
|
|
2022
Q2 | $1.92M | Sell |
13,341
-16,932
| -56% | -$2.43M | 0.37% | 68 |
|
|
2022
Q1 | $4.63M | Buy |
30,273
+1
| +0% | +$153 | 0.77% | 29 |
|
|
2021
Q4 | $4.95M | Buy |
30,272
+466
| +2% | +$76.2K | 0.88% | 25 |
|
|
2021
Q3 | $4.17M | Sell |
29,806
-1,386
| -4% | -$194K | 0.82% | 29 |
|
|
2021
Q2 | $4.21M | Buy |
31,192
+528
| +2% | +$71.2K | 0.61% | 38 |
|
|
2021
Q1 | $4.15M | Buy |
30,664
+428
| +1% | +$58K | 0.65% | 37 |
|
|
2020
Q4 | $4.21M | Buy |
30,236
+291
| +1% | +$40.5K | 0.73% | 32 |
|
|
2020
Q3 | $4.16M | Sell |
29,945
-388
| -1% | -$53.9K | 0.86% | 26 |
|
|
2020
Q2 | $3.63M | Sell |
30,333
-217
| -0.7% | -$25.9K | 1.15% | 17 |
|
|
2020
Q1 | $3.36M | Sell |
30,550
-110
| -0.4% | -$12.1K | 1.4% | 16 |
|
|
2019
Q4 | $3.83M | Buy |
+30,660
| New | +$3.83M | 1.21% | 23 |
|