MWM
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Mittelman Wealth Management’s Procter & Gamble PG Stock Holding History

Mittelman 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
2024
Q3 		– Sell
-5,814
Closed -$959K – 60
2024
Q2 		$959K Buy
5,814
+616
+12% +$102K 0.62% 37
2024
Q1 		$843K Buy
+5,198
New +$843K 0.57% 39