MWM
PG icon

Mindset Wealth Management’s Procter & Gamble PG Stock Holding History

Mindset Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$322K Sell
2,024
-422
-17% -$67.2K 0.11% 105
2025
Q1 		$417K Buy
2,446
+735
+43% +$125K 0.16% 78
2024
Q4 		$287K Sell
1,711
-218
-11% -$36.5K 0.1% 97
2024
Q3 		$334K Buy
+1,929
New +$334K 0.14% 86