TBWA
Three Bridge Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
4,175
+1,470
| +54% | +$234K | 0.18% | 56 |
|
|
2025
Q1 | $461K | Buy |
2,705
+81
| +3% | +$13.8K | 0.16% | 62 |
|
|
2024
Q4 | $440K | Buy |
2,624
+413
| +19% | +$69.2K | 0.15% | 66 |
|
|
2024
Q3 | $383K | Sell |
2,211
-884
| -29% | -$153K | 0.14% | 65 |
|
|
2024
Q2 | $510K | Sell |
3,095
-501
| -14% | -$82.6K | 0.2% | 58 |
|
|
2024
Q1 | $583K | Sell |
3,596
-308
| -8% | -$50K | 0.23% | 59 |
|
|
2023
Q4 | $572K | Sell |
3,904
-249
| -6% | -$36.5K | 0.2% | 55 |
|
|
2023
Q3 | $606K | Sell |
4,153
-34
| -0.8% | -$4.96K | 0.25% | 57 |
|
|
2023
Q2 | $635K | Sell |
4,187
-278
| -6% | -$42.2K | 0.27% | 57 |
|
|
2023
Q1 | $664K | Buy |
4,465
+777
| +21% | +$116K | 0.31% | 51 |
|
|
2022
Q4 | $559K | Sell |
3,688
-33
| -0.9% | -$5K | 0.3% | 52 |
|
|
2022
Q3 | $470K | Sell |
3,721
-124
| -3% | -$15.7K | 0.24% | 55 |
|
|
2022
Q2 | $553K | Sell |
3,845
-338
| -8% | -$48.6K | 0.27% | 56 |
|
|
2022
Q1 | $639K | Buy |
+4,183
| New | +$639K | 0.18% | 54 |
|