MWM
Maltin Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,234
| Closed | -$210K | – | 138 |
|
|
2025
Q1 | $210K | Sell |
1,234
-35
| -3% | -$5.96K | 0.1% | 124 |
|
|
2024
Q4 | $213K | Buy |
1,269
+71
| +6% | +$11.9K | 0.1% | 125 |
|
|
2024
Q3 | $208K | Buy |
+1,198
| New | +$208K | 0.1% | 122 |
|
|
2023
Q4 | – | Sell |
-1,397
| Closed | -$204K | – | 123 |
|
|
2023
Q3 | $204K | Buy |
1,397
+1
| +0.1% | +$146 | 0.14% | 106 |
|
|
2023
Q2 | $212K | Buy |
1,396
+2
| +0.1% | +$303 | 0.15% | 98 |
|
|
2023
Q1 | $207K | Buy |
1,394
+10
| +0.7% | +$1.49K | 0.15% | 98 |
|
|
2022
Q4 | $210K | Buy |
+1,384
| New | +$210K | 0.15% | 101 |
|
|
2022
Q2 | – | Sell |
-1,373
| Closed | -$210K | – | 125 |
|
|
2022
Q1 | $210K | Buy |
1,373
+6
| +0.4% | +$918 | 0.14% | 110 |
|
|
2021
Q4 | $224K | Buy |
+1,367
| New | +$224K | 0.13% | 110 |
|
|
2021
Q2 | – | Sell |
-2,051
| Closed | -$278K | – | 110 |
|
|
2021
Q1 | $278K | Buy |
2,051
+11
| +0.5% | +$1.49K | 0.18% | 89 |
|
|
2020
Q4 | $284K | Buy |
2,040
+202
| +11% | +$28.1K | 0.2% | 77 |
|
|
2020
Q3 | $255K | Buy |
1,838
+9
| +0.5% | +$1.25K | 0.18% | 76 |
|
|
2020
Q2 | $219K | Sell |
1,829
-60
| -3% | -$7.18K | 0.17% | 76 |
|
|
2020
Q1 | $208K | Buy |
+1,889
| New | +$208K | 0.18% | 73 |
|