RWM
Reston Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,277
| Closed | -$218K | – | 56 |
|
|
2025
Q1 | $218K | Buy |
+1,277
| New | +$218K | 0.09% | 46 |
|
|
2024
Q4 | – | Sell |
-1,048
| Closed | -$181K | – | 324 |
|
|
2024
Q3 | $181K | Buy |
+1,048
| New | +$181K | 0.07% | 55 |
|
|
2022
Q3 | – | Sell |
-1,591
| Closed | -$229K | – | 56 |
|
|
2022
Q2 | $229K | Buy |
1,591
+15
| +1% | +$2.16K | 0.13% | 54 |
|
|
2022
Q1 | $241K | Buy |
1,576
+4
| +0.3% | +$612 | 0.12% | 52 |
|
|
2021
Q4 | $257K | Buy |
1,572
+4
| +0.3% | +$654 | 0.12% | 46 |
|
|
2021
Q3 | $219K | Buy |
1,568
+20
| +1% | +$2.79K | 0.11% | 49 |
|
|
2021
Q2 | $209K | Sell |
1,548
-261
| -14% | -$35.2K | 0.1% | 51 |
|
|
2021
Q1 | $245K | Buy |
+1,809
| New | +$245K | 0.13% | 44 |
|
|
2020
Q4 | – | Sell |
-2,043
| Closed | -$284K | – | 49 |
|
|
2020
Q3 | $284K | Buy |
2,043
+4
| +0.2% | +$556 | 0.18% | 33 |
|
|
2020
Q2 | $244K | Sell |
2,039
-116
| -5% | -$13.9K | 0.17% | 37 |
|
|
2020
Q1 | $237K | Sell |
2,155
-483
| -18% | -$53.1K | 0.19% | 37 |
|
|
2019
Q4 | $329K | Buy |
2,638
+5
| +0.2% | +$624 | 0.26% | 33 |
|
|
2019
Q3 | $327K | Buy |
2,633
+78
| +3% | +$9.69K | 0.29% | 31 |
|
|
2019
Q2 | $280K | Sell |
2,555
-736
| -22% | -$80.7K | 0.22% | 40 |
|
|
2019
Q1 | $345K | Sell |
3,291
-104
| -3% | -$10.9K | 0.28% | 34 |
|
|
2018
Q4 | $312K | Buy |
+3,395
| New | +$312K | 0.3% | 32 |
|