MW
MBL Wealth’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Sell |
6,058
-216
| -3% | -$34.4K | 0.09% | 103 |
|
|
2025
Q1 | $1.07M | Buy |
6,274
+733
| +13% | +$125K | 0.11% | 93 |
|
|
2024
Q4 | $929K | Sell |
5,541
-489
| -8% | -$82K | 0.09% | 97 |
|
|
2024
Q3 | $1.04M | Buy |
6,030
+50
| +0.8% | +$8.66K | 0.11% | 90 |
|
|
2024
Q2 | $986K | Sell |
5,980
-545
| -8% | -$89.9K | 0.11% | 92 |
|
|
2024
Q1 | $1.06M | Sell |
6,525
-824
| -11% | -$134K | 0.12% | 82 |
|
|
2023
Q4 | $1.08M | Buy |
7,349
+412
| +6% | +$60.4K | 0.13% | 76 |
|
|
2023
Q3 | $1.01M | Buy |
6,937
+1,159
| +20% | +$169K | 0.14% | 70 |
|
|
2023
Q2 | $877K | Sell |
5,778
-74
| -1% | -$11.2K | 0.12% | 76 |
|
|
2023
Q1 | $870K | Sell |
5,852
-140
| -2% | -$20.8K | 0.14% | 72 |
|
|
2022
Q4 | $908K | Buy |
5,992
+944
| +19% | +$143K | 0.17% | 70 |
|
|
2022
Q3 | $637K | Buy |
5,048
+313
| +7% | +$39.5K | 0.14% | 82 |
|
|
2022
Q2 | $681K | Sell |
4,735
-1,015
| -18% | -$146K | 0.17% | 76 |
|
|
2022
Q1 | $879K | Buy |
+5,750
| New | +$879K | 0.21% | 68 |
|
|
2021
Q1 | $559K | Buy |
4,128
+619
| +18% | +$83.8K | 0.2% | 78 |
|
|
2020
Q4 | $488K | Buy |
+3,509
| New | +$488K | 0.19% | 75 |
|