MWM
Mattern Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
8,295
| – | – | 0.28% | 51 |
|
|
2025
Q1 | $1.41M | Buy |
8,295
+110
| +1% | +$18.7K | 0.31% | 53 |
|
|
2024
Q4 | $1.37M | Sell |
8,185
-611
| -7% | -$102K | 0.3% | 57 |
|
|
2024
Q3 | $1.52M | Sell |
8,796
-11,909
| -58% | -$2.06M | 0.33% | 62 |
|
|
2024
Q2 | $3.41M | Sell |
20,705
-2,184
| -10% | -$360K | 0.82% | 33 |
|
|
2024
Q1 | $3.71M | Buy |
22,889
+60
| +0.3% | +$9.74K | 0.9% | 29 |
|
|
2023
Q4 | $3.35M | Buy |
22,829
+813
| +4% | +$119K | 0.86% | 29 |
|
|
2023
Q3 | $3.21M | Buy |
22,016
+2,957
| +16% | +$431K | 0.94% | 25 |
|
|
2023
Q2 | $2.89M | Buy |
19,059
+1,713
| +10% | +$260K | 0.84% | 31 |
|
|
2023
Q1 | $2.58M | Buy |
17,346
+5,414
| +45% | +$805K | 0.85% | 32 |
|
|
2022
Q4 | $1.81M | Buy |
11,932
+186
| +2% | +$28.2K | 0.73% | 50 |
|
|
2022
Q3 | $1.48M | Buy |
11,746
+362
| +3% | +$45.7K | 0.6% | 51 |
|
|
2022
Q2 | $1.64M | Buy |
11,384
+419
| +4% | +$60.3K | 0.64% | 46 |
|
|
2022
Q1 | $1.68M | Sell |
10,965
-113
| -1% | -$17.3K | 0.55% | 56 |
|
|
2021
Q4 | $1.81M | Sell |
11,078
-23
| -0.2% | -$3.76K | 0.53% | 45 |
|
|
2021
Q3 | $1.55M | Sell |
11,101
-57
| -0.5% | -$7.97K | 0.52% | 52 |
|
|
2021
Q2 | $1.57M | Sell |
11,158
-734
| -6% | -$103K | 0.5% | 53 |
|
|
2021
Q1 | $1.61M | Sell |
11,892
-7,937
| -40% | -$1.08M | 0.57% | 48 |
|
|
2020
Q4 | $2.76M | Sell |
19,829
-286
| -1% | -$39.8K | 1.04% | 24 |
|
|
2020
Q3 | $2.8M | Sell |
20,115
-403
| -2% | -$56K | 1.2% | 25 |
|
|
2020
Q2 | $2.45M | Buy |
20,518
+647
| +3% | +$77.4K | 1.19% | 22 |
|
|
2020
Q1 | $2.19M | Buy |
19,871
+331
| +2% | +$36.4K | 1.58% | 13 |
|
|
2019
Q4 | $2.44M | Buy |
+19,540
| New | +$2.44M | 1.47% | 15 |
|