Smallwood Wealth Investment Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.47M | Hold |
8,607
| – | – | 0.92% | 22 |
|
|
2024
Q4 | $1.44M | Sell |
8,607
-30
| -0.3% | -$5.03K | 0.98% | 20 |
|
|
2024
Q3 | $1.5M | Sell |
8,637
-50
| -0.6% | -$8.66K | 1.07% | 18 |
|
|
2024
Q2 | $1.43M | Sell |
8,687
-1,047
| -11% | -$173K | 1.11% | 18 |
|
|
2024
Q1 | $1.58M | Buy |
9,734
+225
| +2% | +$36.5K | 1.22% | 18 |
|
|
2023
Q4 | $1.39M | Hold |
9,509
| – | – | 1.15% | 18 |
|
|
2023
Q3 | $1.39M | Buy |
9,509
+89
| +0.9% | +$13K | 1.26% | 19 |
|
|
2023
Q2 | $1.43M | Buy |
9,420
+2
| +0% | +$303 | 1.27% | 18 |
|
|
2023
Q1 | $1.4M | Sell |
9,418
-8
| -0.1% | -$1.19K | 1.33% | 18 |
|
|
2022
Q4 | $1.43M | Sell |
9,426
-6
| -0.1% | -$909 | 1.21% | 20 |
|
|
2022
Q3 | $1.19M | Buy |
9,432
+11
| +0.1% | +$1.39K | 1.07% | 22 |
|
|
2022
Q2 | $1.36M | Buy |
9,421
+21
| +0.2% | +$3.02K | 1.37% | 17 |
|
|
2022
Q1 | $1.44M | Sell |
9,400
-1,915
| -17% | -$293K | 1.36% | 16 |
|
|
2021
Q4 | $1.85M | Buy |
+11,315
| New | +$1.85M | 1.72% | 10 |
|