LWM Advisory Services’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
Q2
$420K Sell
2025
Q1
$478K Buy
2024
Q4
$418K Buy
2024
Q3
$415K Buy
2024
Q2
$347K Sell
2024
Q1
$384K Sell
2023
Q4
$461K Buy
2023
Q3
$449K Buy
2023
Q2
$457K Buy
2023
Q1
$439K Buy
2022
Q4
$434K Sell
2022
Q3
$720K Buy
2022
Q2
$696K Buy
2022
Q1
$518K Buy
2021
Q4
$492K Buy