MSWM
Mowery & Schoenfeld Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Hold |
232
| – | – | 0.06% | 136 |
|
|
2025
Q1 | $39.6K | Sell |
232
-387
| -63% | -$66K | 0.08% | 149 |
|
|
2024
Q4 | $104K | Buy |
619
+442
| +250% | +$74.1K | 0.2% | 68 |
|
|
2024
Q3 | $30.7K | Hold |
177
| – | – | 0.05% | 128 |
|
|
2024
Q2 | $29.2K | Buy |
+177
| New | +$29.2K | 0.04% | 126 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$1.91K | – | 180 |
|
|
2023
Q4 | $1.91K | Buy |
+13
| New | +$1.91K | ﹤0.01% | 143 |
|