PSIWM
Paradigm Strategies in Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
26,809
-448
| -2% | -$71.4K | 2.8% | 8 |
|
|
2025
Q1 | $4.65M | Buy |
27,257
+3
| +0% | +$511 | 3.13% | 8 |
|
|
2024
Q4 | $4.57M | Buy |
27,254
+2
| +0% | +$335 | 3.01% | 7 |
|
|
2024
Q3 | $4.72M | Sell |
27,252
-2,178
| -7% | -$377K | 2.96% | 7 |
|
|
2024
Q2 | $4.85M | Buy |
29,430
+2
| +0% | +$330 | 2.98% | 8 |
|
|
2024
Q1 | $4.77M | Sell |
29,428
-302
| -1% | -$49K | 2.95% | 8 |
|
|
2023
Q4 | $4.36M | Hold |
29,730
| – | – | 2.87% | 9 |
|
|
2023
Q3 | $4.34M | Buy |
29,730
+8,000
| +37% | +$1.17M | 2.76% | 10 |
|
|
2023
Q2 | $3.3M | Sell |
21,730
-8,070
| -27% | -$1.22M | 2.23% | 13 |
|
|
2023
Q1 | $4.43M | Buy |
29,800
+70
| +0.2% | +$10.4K | 3.49% | 9 |
|
|
2022
Q4 | $4.51M | Buy |
29,730
+27,999
| +1,618% | +$4.24M | 4.01% | 8 |
|
|
2022
Q3 | $218K | Buy |
1,731
+1
| +0.1% | +$126 | 0.2% | 36 |
|
|
2022
Q2 | $249K | Hold |
1,730
| – | – | 0.27% | 34 |
|
|
2022
Q1 | $264K | Hold |
1,730
| – | – | 0.28% | 34 |
|
|
2021
Q4 | $283K | Hold |
1,730
| – | – | 0.29% | 34 |
|
|
2021
Q3 | $242K | Hold |
1,730
| – | – | 0.23% | 43 |
|
|
2021
Q2 | $233K | Hold |
1,730
| – | – | 0.21% | 41 |
|
|
2021
Q1 | $234K | Buy |
+1,730
| New | +$234K | 0.23% | 38 |
|