SWMG
Signature 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 | $338K | Buy |
2,119
+4
| +0.2% | +$637 | 0.13% | 95 |
|
|
2025
Q1 | $360K | Buy |
2,115
+173
| +9% | +$29.5K | 0.14% | 94 |
|
|
2024
Q4 | $326K | Sell |
1,942
-67
| -3% | -$11.2K | 0.13% | 96 |
|
|
2024
Q3 | $348K | Sell |
2,009
-65
| -3% | -$11.3K | 0.14% | 91 |
|
|
2024
Q2 | $342K | Buy |
2,074
+80
| +4% | +$13.2K | 0.15% | 91 |
|
|
2024
Q1 | $315K | Sell |
1,994
-5
| -0.3% | -$791 | 0.14% | 94 |
|
|
2023
Q4 | $293K | Buy |
+1,999
| New | +$293K | 0.14% | 92 |
|
|
2023
Q2 | $297K | Buy |
1,954
+132
| +7% | +$20K | 0.14% | 89 |
|
|
2023
Q1 | $271K | Buy |
+1,822
| New | +$271K | 0.13% | 88 |
|
|
2020
Q1 | – | Sell |
-1,619
| Closed | -$202K | – | 78 |
|
|
2019
Q4 | $202K | Hold |
1,619
| – | – | 0.13% | 79 |
|
|
2019
Q3 | $201K | Buy |
+1,619
| New | +$201K | 0.13% | 76 |
|
|
2019
Q1 | – | Sell |
-3,121
| Closed | -$287K | – | 75 |
|
|
2018
Q4 | $287K | Sell |
3,121
-33,597
| -92% | -$3.09M | 0.22% | 71 |
|
|
2018
Q3 | $3.24M | Buy |
36,718
+1,485
| +4% | +$131K | 2.4% | 10 |
|
|
2018
Q2 | $2.75M | Buy |
35,233
+674
| +2% | +$52.6K | 2.04% | 24 |
|
|
2018
Q1 | $2.74M | Buy |
34,559
+1,409
| +4% | +$112K | 2.11% | 23 |
|
|
2017
Q4 | $3.05M | Buy |
+33,150
| New | +$3.05M | 2.23% | 18 |
|