LAS
LWM Advisory Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
2,636
-171
| -6% | -$27.2K | 0.29% | 65 |
|
|
2025
Q1 | $478K | Buy |
2,807
+311
| +12% | +$53K | 0.33% | 57 |
|
|
2024
Q4 | $418K | Buy |
2,496
+103
| +4% | +$17.2K | 0.29% | 60 |
|
|
2024
Q3 | $415K | Buy |
2,393
+289
| +14% | +$50.1K | 0.31% | 63 |
|
|
2024
Q2 | $347K | Sell |
2,104
-264
| -11% | -$43.5K | 0.29% | 60 |
|
|
2024
Q1 | $384K | Sell |
2,368
-775
| -25% | -$126K | 0.31% | 60 |
|
|
2023
Q4 | $461K | Buy |
3,143
+66
| +2% | +$9.67K | 0.4% | 47 |
|
|
2023
Q3 | $449K | Buy |
3,077
+59
| +2% | +$8.6K | 0.48% | 39 |
|
|
2023
Q2 | $457K | Buy |
3,018
+66
| +2% | +$10K | 0.48% | 38 |
|
|
2023
Q1 | $439K | Buy |
2,952
+73
| +3% | +$10.9K | 0.47% | 41 |
|
|
2022
Q4 | $434K | Sell |
2,879
-2,788
| -49% | -$420K | 0.48% | 45 |
|
|
2022
Q3 | $720K | Buy |
5,667
+826
| +17% | +$105K | 0.82% | 32 |
|
|
2022
Q2 | $696K | Buy |
4,841
+1,458
| +43% | +$210K | 0.83% | 29 |
|
|
2022
Q1 | $518K | Buy |
3,383
+377
| +13% | +$57.7K | 0.64% | 43 |
|
|
2021
Q4 | $492K | Buy |
+3,006
| New | +$492K | 0.61% | 47 |
|