PWMG
Prestige Wealth Management Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
8,882
-296
| -3% | -$47.2K | 0.29% | 50 |
|
|
2025
Q1 | $1.56M | Buy |
9,178
+67
| +0.7% | +$11.4K | 0.33% | 46 |
|
|
2024
Q4 | $1.53M | Buy |
9,111
+48
| +0.5% | +$8.05K | 0.32% | 50 |
|
|
2024
Q3 | $1.57M | Buy |
9,063
+32
| +0.4% | +$5.54K | 0.32% | 47 |
|
|
2024
Q2 | $1.49M | Sell |
9,031
-238
| -3% | -$39.2K | 0.32% | 47 |
|
|
2024
Q1 | $1.5M | Sell |
9,269
-197
| -2% | -$32K | 0.32% | 46 |
|
|
2023
Q4 | $1.39M | Sell |
9,466
-409
| -4% | -$59.9K | 0.31% | 47 |
|
|
2023
Q3 | $1.44M | Buy |
9,875
+25
| +0.3% | +$3.65K | 0.36% | 44 |
|
|
2023
Q2 | $1.49M | Sell |
9,850
-12,352
| -56% | -$1.87M | 0.35% | 41 |
|
|
2023
Q1 | $3.3M | Buy |
22,202
+12,104
| +120% | +$1.8M | 0.83% | 22 |
|
|
2022
Q4 | $1.53M | Sell |
10,098
-10,276
| -50% | -$1.56M | 0.4% | 39 |
|
|
2022
Q3 | $2.57M | Buy |
20,374
+1,743
| +9% | +$220K | 0.72% | 26 |
|
|
2022
Q2 | $2.68M | Buy |
18,631
+1,076
| +6% | +$155K | 0.73% | 26 |
|
|
2022
Q1 | $2.68M | Buy |
17,555
+9,500
| +118% | +$1.45M | 0.66% | 27 |
|
|
2021
Q4 | $1.32M | Buy |
8,055
+242
| +3% | +$39.6K | 0.31% | 40 |
|
|
2021
Q3 | $1.09M | Buy |
7,813
+555
| +8% | +$77.6K | 0.28% | 40 |
|
|
2021
Q2 | $980K | Sell |
7,258
-260
| -3% | -$35.1K | 0.26% | 43 |
|
|
2021
Q1 | $1.02M | Buy |
7,518
+321
| +4% | +$43.5K | 0.28% | 43 |
|
|
2020
Q4 | $1M | Buy |
7,197
+368
| +5% | +$51.2K | 0.27% | 45 |
|
|
2020
Q3 | $949K | Buy |
6,829
+670
| +11% | +$93.1K | 0.29% | 43 |
|
|
2020
Q2 | $737K | Buy |
6,159
+1,913
| +45% | +$229K | 0.26% | 44 |
|
|
2020
Q1 | $467K | Buy |
4,246
+580
| +16% | +$63.8K | 0.2% | 53 |
|
|
2019
Q4 | $458K | Hold |
3,666
| – | – | 0.25% | 65 |
|
|
2019
Q3 | $456K | Buy |
3,666
+146
| +4% | +$18.2K | 0.27% | 59 |
|
|
2019
Q2 | $386K | Hold |
3,520
| – | – | 0.23% | 68 |
|
|
2019
Q1 | $366K | Sell |
3,520
-742
| -17% | -$77.2K | 0.22% | 82 |
|
|
2018
Q4 | $392K | Buy |
+4,262
| New | +$392K | 0.29% | 65 |
|