PWM
Prosperity Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
14,400
-43
| -0.3% | -$6.85K | 0.85% | 23 |
|
|
2025
Q1 | $2.46M | Sell |
14,443
-305
| -2% | -$52K | 1.16% | 15 |
|
|
2024
Q4 | $2.47M | Sell |
14,748
-2
| -0% | -$335 | 1.02% | 14 |
|
|
2024
Q3 | $2.55M | Sell |
14,750
-3
| -0% | -$520 | 1.02% | 14 |
|
|
2024
Q2 | $2.43M | Sell |
14,753
-224
| -1% | -$36.9K | 1.2% | 11 |
|
|
2024
Q1 | $2.43M | Buy |
14,977
+181
| +1% | +$29.4K | 1.15% | 13 |
|
|
2023
Q4 | $2.17M | Buy |
+14,796
| New | +$2.17M | 1.41% | 13 |
|
|
2023
Q2 | – | Sell |
-1,451
| Closed | -$216K | – | 168 |
|
|
2023
Q1 | $216K | Sell |
1,451
-286
| -16% | -$42.5K | 0.17% | 107 |
|
|
2022
Q4 | $263K | Buy |
+1,737
| New | +$263K | 0.25% | 81 |
|