MRWM
ML&R Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $378K | Buy |
2,327
+68
| +3% | +$11K | 0.09% | 50 |
|
|
2023
Q4 | $331K | Buy |
2,259
+35
| +2% | +$5.13K | 0.08% | 59 |
|
|
2023
Q3 | $324K | Buy |
2,224
+478
| +27% | +$69.7K | 0.08% | 51 |
|
|
2023
Q2 | $265K | Hold |
1,746
| – | – | 0.06% | 78 |
|
|
2023
Q1 | $260K | Buy |
1,746
+251
| +17% | +$37.3K | 0.07% | 55 |
|
|
2022
Q4 | $227K | Buy |
+1,495
| New | +$227K | 0.07% | 51 |
|
|
2022
Q3 | – | Sell |
-1,598
| Closed | -$230K | – | 69 |
|
|
2022
Q2 | $230K | Buy |
1,598
+167
| +12% | +$24K | 0.1% | 44 |
|
|
2022
Q1 | $219K | Buy |
+1,431
| New | +$219K | 0.08% | 45 |
|