KMWM
Keudell/Morrison Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
7,096
-702
| -9% | -$112K | 0.25% | 59 |
|
|
2025
Q1 | $1.33M | Sell |
7,798
-99
| -1% | -$16.9K | 0.31% | 55 |
|
|
2024
Q4 | $1.32M | Sell |
7,897
-49
| -0.6% | -$8.22K | 0.35% | 54 |
|
|
2024
Q3 | $1.38M | Sell |
7,946
-44
| -0.6% | -$7.62K | 0.37% | 55 |
|
|
2024
Q2 | $1.32M | Sell |
7,990
-136
| -2% | -$22.4K | 0.39% | 55 |
|
|
2024
Q1 | $1.32M | Sell |
8,126
-922
| -10% | -$150K | 0.4% | 52 |
|
|
2023
Q4 | $1.33M | Sell |
9,048
-101
| -1% | -$14.8K | 0.44% | 49 |
|
|
2023
Q3 | $1.33M | Sell |
9,149
-212
| -2% | -$30.9K | 0.41% | 48 |
|
|
2023
Q2 | $1.42M | Sell |
9,361
-221
| -2% | -$33.5K | 0.41% | 48 |
|
|
2023
Q1 | $1.42M | Buy |
9,582
+112
| +1% | +$16.7K | 0.42% | 41 |
|
|
2022
Q4 | $1.44M | Sell |
9,470
-287
| -3% | -$43.5K | 0.46% | 43 |
|
|
2022
Q3 | $1.23M | Buy |
9,757
+175
| +2% | +$22.1K | 0.46% | 42 |
|
|
2022
Q2 | $1.38M | Sell |
9,582
-75
| -0.8% | -$10.8K | 0.5% | 42 |
|
|
2022
Q1 | $1.48M | Buy |
9,657
+127
| +1% | +$19.4K | 0.62% | 41 |
|
|
2021
Q4 | $1.56M | Buy |
9,530
+80
| +0.8% | +$13.1K | 0.62% | 36 |
|
|
2021
Q3 | $1.32M | Buy |
9,450
+219
| +2% | +$30.6K | 0.57% | 46 |
|
|
2021
Q2 | $1.25M | Buy |
9,231
+67
| +0.7% | +$9.04K | 0.68% | 49 |
|
|
2021
Q1 | $1.24M | Buy |
9,164
+584
| +7% | +$79.1K | 0.72% | 43 |
|
|
2020
Q4 | $1.19M | Buy |
8,580
+68
| +0.8% | +$9.46K | 0.76% | 41 |
|
|
2020
Q3 | $1.18M | Sell |
8,512
-364
| -4% | -$50.6K | 0.76% | 35 |
|
|
2020
Q2 | $1.06M | Sell |
8,876
-1,131
| -11% | -$135K | 0.88% | 35 |
|
|
2020
Q1 | $1.1M | Buy |
10,007
+123
| +1% | +$13.5K | 1.08% | 26 |
|
|
2019
Q4 | $1.24M | Sell |
9,884
-973
| -9% | -$122K | 0.85% | 35 |
|
|
2019
Q3 | $1.35M | Sell |
10,857
-524
| -5% | -$65.2K | 1.11% | 26 |
|
|
2019
Q2 | $1.32M | Sell |
11,381
-4,837
| -30% | -$559K | 1.15% | 26 |
|
|
2019
Q1 | $1.69M | Buy |
+16,218
| New | +$1.69M | 1.48% | 16 |
|