MSWM
McGlone Suttner Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
14,715
-21
| -0.1% | -$3.35K | 0.35% | 29 |
|
|
2025
Q1 | $2.51M | Buy |
14,736
+1,030
| +8% | +$176K | 0.41% | 25 |
|
|
2024
Q4 | $2.3M | Buy |
13,706
+1,620
| +13% | +$272K | 0.38% | 29 |
|
|
2024
Q3 | $2.09M | Sell |
12,086
-73
| -0.6% | -$12.6K | 0.44% | 26 |
|
|
2024
Q2 | $1.78M | Sell |
12,159
-562
| -4% | -$82.4K | 0.37% | 28 |
|
|
2024
Q1 | $2.06M | Buy |
12,721
+562
| +5% | +$91.2K | 0.39% | 24 |
|
|
2023
Q4 | $1.78M | Buy |
12,159
+518
| +4% | +$75.9K | 0.35% | 28 |
|
|
2023
Q3 | $1.7M | Buy |
11,641
+395
| +4% | +$57.6K | 0.39% | 23 |
|
|
2023
Q2 | $1.71M | Buy |
11,246
+332
| +3% | +$50.4K | 0.39% | 27 |
|
|
2023
Q1 | $1.62M | Buy |
10,914
+222
| +2% | +$33K | 0.42% | 26 |
|
|
2022
Q4 | $1.62M | Buy |
+10,692
| New | +$1.62M | 0.51% | 26 |
|