MWM
MinichMacGregor Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
1,667
-44
| -3% | -$7.01K | 0.06% | 105 |
|
|
2025
Q1 | $292K | Sell |
1,711
-13
| -0.8% | -$2.22K | 0.07% | 97 |
|
|
2024
Q4 | $289K | Buy |
1,724
+322
| +23% | +$54K | 0.06% | 100 |
|
|
2024
Q3 | $243K | Sell |
1,402
-14
| -1% | -$2.43K | 0.05% | 103 |
|
|
2024
Q2 | $234K | Sell |
1,416
-22
| -2% | -$3.63K | 0.06% | 94 |
|
|
2024
Q1 | $231K | Buy |
+1,438
| New | +$231K | 0.06% | 97 |
|
|
2023
Q3 | – | Sell |
-1,354
| Closed | -$205K | – | 101 |
|
|
2023
Q2 | $205K | Sell |
1,354
-324
| -19% | -$49.2K | 0.06% | 91 |
|
|
2023
Q1 | $250K | Sell |
1,678
-16
| -0.9% | -$2.38K | 0.08% | 81 |
|
|
2022
Q4 | $257K | Buy |
+1,694
| New | +$257K | 0.09% | 66 |
|
|
2022
Q3 | – | Sell |
-1,498
| Closed | -$215K | – | 85 |
|
|
2022
Q2 | $215K | Sell |
1,498
-4
| -0.3% | -$574 | 0.09% | 69 |
|
|
2022
Q1 | $229K | Sell |
1,502
-148
| -9% | -$22.6K | 0.07% | 79 |
|
|
2021
Q4 | $269K | Sell |
1,650
-222
| -12% | -$36.2K | 0.08% | 75 |
|
|
2021
Q3 | $261K | Buy |
1,872
+9
| +0.5% | +$1.26K | 0.09% | 71 |
|
|
2021
Q2 | $251K | Buy |
1,863
+240
| +15% | +$32.3K | 0.09% | 72 |
|
|
2021
Q1 | $219K | Sell |
1,623
-819
| -34% | -$111K | 0.08% | 73 |
|
|
2020
Q4 | $339K | Sell |
2,442
-947
| -28% | -$131K | 0.14% | 58 |
|
|
2020
Q3 | $471K | Buy |
3,389
+42
| +1% | +$5.84K | 0.22% | 46 |
|
|
2020
Q2 | $400K | Buy |
3,347
+499
| +18% | +$59.6K | 0.22% | 47 |
|
|
2020
Q1 | $345K | Sell |
2,848
-486
| -15% | -$58.9K | 0.31% | 65 |
|
|
2019
Q4 | $416K | Sell |
3,334
-425
| -11% | -$53K | 0.23% | 38 |
|
|
2019
Q3 | $467K | Buy |
3,759
+545
| +17% | +$67.7K | 0.32% | 38 |
|
|
2019
Q2 | $355K | Sell |
3,214
-1
| -0% | -$110 | 0.25% | 36 |
|
|
2019
Q1 | $333K | Sell |
3,215
-126,804
| -98% | -$13.1M | 0.25% | 39 |
|
|
2018
Q4 | $11.8M | Buy |
130,019
+125,010
| +2,496% | +$11.4M | 8.09% | 1 |
|
|
2018
Q3 | $419K | Sell |
5,009
-2,142
| -30% | -$179K | 0.28% | 29 |
|
|
2018
Q2 | $558K | Hold |
7,151
| – | – | 0.4% | 27 |
|
|
2018
Q1 | $566K | Sell |
7,151
-200
| -3% | -$15.8K | 0.44% | 24 |
|
|
2017
Q4 | $675K | Sell |
7,351
-8
| -0.1% | -$735 | 0.53% | 23 |
|
|
2017
Q3 | $669K | Buy |
7,359
+109
| +2% | +$9.91K | 0.55% | 23 |
|
|
2017
Q2 | $631K | Hold |
7,250
| – | – | 0.55% | 23 |
|
|
2017
Q1 | $651K | Sell |
7,250
-92
| -1% | -$8.26K | 0.59% | 22 |
|
|
2016
Q4 | $617K | Buy |
7,342
+200
| +3% | +$16.8K | 0.58% | 22 |
|
|
2016
Q3 | $640K | Sell |
7,142
-4
| -0.1% | -$358 | 0.6% | 23 |
|
|
2016
Q2 | $605K | Sell |
7,146
-250
| -3% | -$21.2K | 0.57% | 24 |
|
|
2016
Q1 | $608K | Buy |
7,396
+269
| +4% | +$22.1K | 0.59% | 22 |
|
|
2015
Q4 | $558K | Buy |
+7,127
| New | +$558K | 0.52% | 24 |
|