KWB Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.1M | Sell |
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|
2025
Q2 | $4.52M | Hold |
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|
2025
Q1 | $4.45M | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $481K | Buy |
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