PPWM
Paragon Private Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
12,747
-378
| -3% | -$60.2K | 0.81% | 33 |
|
|
2025
Q1 | $2.24M | Sell |
13,125
-481
| -4% | -$82K | 1.04% | 20 |
|
|
2024
Q4 | $2.28M | Buy |
13,606
+1,198
| +10% | +$201K | 1.05% | 25 |
|
|
2024
Q3 | $2.15M | Buy |
12,408
+1,095
| +10% | +$190K | 1.07% | 28 |
|
|
2024
Q2 | $1.87M | Sell |
11,313
-319
| -3% | -$52.6K | 1.05% | 29 |
|
|
2024
Q1 | $1.89M | Buy |
11,632
+375
| +3% | +$60.8K | 1.12% | 27 |
|
|
2023
Q4 | $1.65M | Buy |
11,257
+606
| +6% | +$88.8K | 1.15% | 26 |
|
|
2023
Q3 | $1.55M | Buy |
10,651
+478
| +5% | +$69.7K | 1.28% | 23 |
|
|
2023
Q2 | $1.54M | Buy |
10,173
+355
| +4% | +$53.9K | 1.23% | 21 |
|
|
2023
Q1 | $1.46M | Buy |
9,818
+948
| +11% | +$141K | 1.23% | 23 |
|
|
2022
Q4 | $1.34M | Buy |
8,870
+963
| +12% | +$146K | 1.21% | 24 |
|
|
2022
Q3 | $1.04M | Buy |
7,907
+2,206
| +39% | +$289K | 1.01% | 33 |
|
|
2022
Q2 | $820K | Buy |
5,701
+1,867
| +49% | +$269K | 0.87% | 35 |
|
|
2022
Q1 | $557K | Buy |
3,834
+48
| +1% | +$6.97K | 0.54% | 57 |
|
|
2021
Q4 | $619K | Buy |
+3,786
| New | +$619K | 0.55% | 54 |
|