KJWM
Kiley Juergens Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
22,047
-55
| -0.2% | -$8.76K | 0.81% | 28 |
|
|
2025
Q1 | $3.77M | Buy |
22,102
+1,140
| +5% | +$194K | 1% | 22 |
|
|
2024
Q4 | $3.51M | Sell |
20,962
-296
| -1% | -$49.6K | 0.88% | 25 |
|
|
2024
Q3 | $3.68M | Sell |
21,258
-65
| -0.3% | -$11.3K | 0.96% | 23 |
|
|
2024
Q2 | $3.52M | Buy |
21,323
+1,051
| +5% | +$173K | 0.98% | 22 |
|
|
2024
Q1 | $3.29M | Sell |
20,272
-51
| -0.3% | -$8.28K | 1.02% | 24 |
|
|
2023
Q4 | $2.98M | Buy |
20,323
+189
| +0.9% | +$27.7K | 1% | 26 |
|
|
2023
Q3 | $2.94M | Sell |
20,134
-5
| -0% | -$729 | 1.06% | 24 |
|
|
2023
Q2 | $3.06M | Buy |
20,139
+236
| +1% | +$35.8K | 1.05% | 25 |
|
|
2023
Q1 | $2.96M | Buy |
19,903
+402
| +2% | +$59.8K | 1.11% | 25 |
|
|
2022
Q4 | $2.96M | Buy |
19,501
+283
| +1% | +$42.9K | 1.24% | 19 |
|
|
2022
Q3 | $2.43M | Buy |
19,218
+196
| +1% | +$24.7K | 1.14% | 20 |
|
|
2022
Q2 | $2.74M | Buy |
19,022
+7,587
| +66% | +$1.09M | 1.29% | 18 |
|
|
2022
Q1 | $1.75M | Sell |
11,435
-5,799
| -34% | -$886K | 0.84% | 26 |
|
|
2021
Q4 | $2.82M | Buy |
17,234
+891
| +5% | +$146K | 1.07% | 20 |
|
|
2021
Q3 | $2.28M | Buy |
16,343
+344
| +2% | +$48.1K | 1% | 23 |
|
|
2021
Q2 | $2.16M | Buy |
15,999
+2,064
| +15% | +$278K | 0.99% | 24 |
|
|
2021
Q1 | $1.89M | Buy |
13,935
+121
| +0.9% | +$16.4K | 0.99% | 25 |
|
|
2020
Q4 | $1.92M | Buy |
13,814
+755
| +6% | +$105K | 1.14% | 23 |
|
|
2020
Q3 | $1.82M | Sell |
13,059
-1,427
| -10% | -$198K | 1.33% | 18 |
|
|
2020
Q2 | $1.73M | Buy |
14,486
+689
| +5% | +$82.4K | 1.45% | 19 |
|
|
2020
Q1 | $1.52M | Buy |
13,797
+1,081
| +9% | +$119K | 1.56% | 17 |
|
|
2019
Q4 | $1.59M | Sell |
12,716
-73
| -0.6% | -$9.12K | 1.39% | 20 |
|
|
2019
Q3 | $1.59M | Buy |
12,789
+139
| +1% | +$17.3K | 1.74% | 16 |
|
|
2019
Q2 | $1.39M | Sell |
12,650
-384
| -3% | -$42.1K | 1.56% | 15 |
|
|
2019
Q1 | $1.36M | Sell |
13,034
-250
| -2% | -$26K | 1.69% | 14 |
|
|
2018
Q4 | $1.22M | Buy |
13,284
+84
| +0.6% | +$7.72K | 1.71% | 14 |
|
|
2018
Q3 | $1.1M | Buy |
13,200
+1,171
| +10% | +$97.4K | 0.82% | 24 |
|
|
2018
Q2 | $939K | Buy |
12,029
+14
| +0.1% | +$1.09K | 0.84% | 23 |
|
|
2018
Q1 | $952K | Sell |
12,015
-126
| -1% | -$9.98K | 1.03% | 22 |
|
|
2017
Q4 | $1.12M | Buy |
+12,141
| New | +$1.12M | 1% | 23 |
|