SPW
Sonoma Private Wealth’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
8,678
-203
| -2% | -$32.3K | 1.7% | 12 |
|
|
2025
Q1 | $1.51M | Buy |
8,881
+689
| +8% | +$117K | 2.1% | 10 |
|
|
2024
Q4 | $1.37M | Sell |
8,192
-53
| -0.6% | -$8.89K | 2.22% | 11 |
|
|
2024
Q3 | $1.43M | Sell |
8,245
-18
| -0.2% | -$3.12K | 2.22% | 9 |
|
|
2024
Q2 | $1.36M | Sell |
8,263
-48
| -0.6% | -$7.92K | 2.21% | 8 |
|
|
2024
Q1 | $1.35M | Buy |
8,311
+121
| +1% | +$19.6K | 2.17% | 9 |
|
|
2023
Q4 | $1.2M | Sell |
8,190
-495
| -6% | -$72.5K | 1.99% | 10 |
|
|
2023
Q3 | $1.27M | Buy |
8,685
+120
| +1% | +$17.5K | 2.31% | 10 |
|
|
2023
Q2 | $1.3M | Buy |
8,565
+317
| +4% | +$48.1K | 2.27% | 10 |
|
|
2023
Q1 | $1.23M | Buy |
8,248
+535
| +7% | +$79.5K | 2.44% | 6 |
|
|
2022
Q4 | $1.17M | Buy |
+7,713
| New | +$1.17M | 2.58% | 7 |
|