KWA
Kingswood Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
24,454
+3,231
| +15% | +$515K | 0.31% | 67 |
|
|
2025
Q1 | $3.62M | Sell |
21,223
-773
| -4% | -$132K | 0.33% | 66 |
|
|
2024
Q4 | $3.69M | Sell |
21,996
-18,817
| -46% | -$3.15M | 0.28% | 76 |
|
|
2024
Q3 | $7.07M | Buy |
40,813
+15,468
| +61% | +$2.68M | 0.5% | 32 |
|
|
2024
Q2 | $4.18M | Buy |
25,345
+5,962
| +31% | +$983K | 0.38% | 51 |
|
|
2024
Q1 | $3.15M | Sell |
19,383
-4,837
| -20% | -$785K | 0.36% | 58 |
|
|
2023
Q4 | $3.55M | Buy |
24,220
+19,138
| +377% | +$2.8M | 0.4% | 50 |
|
|
2023
Q3 | $2.83M | Sell |
5,082
-3,071
| -38% | -$1.71M | 0.48% | 50 |
|
|
2023
Q2 | $1.24M | Buy |
+8,153
| New | +$1.24M | 0.39% | 63 |
|