RWB
RMR Wealth Builders’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
16,325
+1,895
| +13% | +$302K | 0.24% | 55 |
|
|
2025
Q1 | $2.46M | Buy |
14,430
+1,346
| +10% | +$229K | 0.26% | 49 |
|
|
2024
Q4 | $2.19M | Buy |
13,084
+909
| +7% | +$152K | 0.23% | 59 |
|
|
2024
Q3 | $2.11M | Buy |
12,175
+183
| +2% | +$31.7K | 0.22% | 57 |
|
|
2024
Q2 | $1.98M | Buy |
11,992
+883
| +8% | +$146K | 0.23% | 56 |
|
|
2024
Q1 | $1.8M | Buy |
11,109
+1,769
| +19% | +$287K | 0.22% | 56 |
|
|
2023
Q4 | $1.37M | Buy |
9,340
+613
| +7% | +$89.8K | 0.19% | 64 |
|
|
2023
Q3 | $1.27M | Buy |
8,727
+2,971
| +52% | +$433K | 0.2% | 58 |
|
|
2023
Q2 | $873K | Buy |
5,756
+3
| +0.1% | +$455 | 0.15% | 69 |
|
|
2023
Q1 | $855K | Buy |
5,753
+225
| +4% | +$33.5K | 0.16% | 71 |
|
|
2022
Q4 | $838K | Buy |
5,528
+15
| +0.3% | +$2.27K | 0.19% | 66 |
|
|
2022
Q3 | $696K | Sell |
5,513
-68
| -1% | -$8.59K | 0.17% | 70 |
|
|
2022
Q2 | $802K | Buy |
5,581
+1,530
| +38% | +$220K | 0.2% | 72 |
|
|
2022
Q1 | $619K | Buy |
4,051
+1,010
| +33% | +$154K | 0.13% | 105 |
|
|
2021
Q4 | $497K | Buy |
3,041
+463
| +18% | +$75.7K | 0.14% | 67 |
|
|
2021
Q3 | $360K | Sell |
2,578
-619
| -19% | -$86.4K | 0.11% | 120 |
|
|
2021
Q2 | $431K | Sell |
3,197
-1,007
| -24% | -$136K | 0.14% | 107 |
|
|
2021
Q1 | $569K | Buy |
4,204
+2,177
| +107% | +$295K | 0.15% | 92 |
|
|
2020
Q4 | $282K | Sell |
2,027
-4,211
| -68% | -$586K | 0.14% | 115 |
|
|
2020
Q3 | $867K | Buy |
6,238
+4,794
| +332% | +$666K | 0.23% | 74 |
|
|
2020
Q2 | $173K | Buy |
+1,444
| New | +$173K | 0.15% | 124 |
|
|
2019
Q4 | $173K | Buy |
+1,387
| New | +$173K | 0.17% | 126 |
|