TVWM
Tower View Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
6,308
-245
| -4% | -$39K | 0.52% | 39 |
|
|
2025
Q1 | $1.12M | Sell |
6,553
-186
| -3% | -$31.7K | 0.65% | 41 |
|
|
2024
Q4 | $1.13M | Sell |
6,739
-709
| -10% | -$119K | 0.6% | 45 |
|
|
2024
Q3 | $1.29M | Sell |
7,448
-931
| -11% | -$161K | 0.71% | 43 |
|
|
2024
Q2 | $1.38M | Sell |
8,379
-271
| -3% | -$44.7K | 0.79% | 42 |
|
|
2024
Q1 | $1.4M | Buy |
8,650
+457
| +6% | +$74.2K | 0.82% | 42 |
|
|
2023
Q4 | $1.2M | Buy |
8,193
+39
| +0.5% | +$5.72K | 0.74% | 41 |
|
|
2023
Q3 | $1.19M | Buy |
8,154
+352
| +5% | +$51.3K | 0.84% | 41 |
|
|
2023
Q2 | $1.18M | Sell |
7,802
-450
| -5% | -$68.3K | 0.8% | 41 |
|
|
2023
Q1 | $1.23M | Sell |
8,252
-268
| -3% | -$39.8K | 0.82% | 43 |
|
|
2022
Q4 | $1.29M | Sell |
8,520
-68
| -0.8% | -$10.3K | 0.9% | 44 |
|
|
2022
Q3 | $1.08M | Buy |
8,588
+37
| +0.4% | +$4.67K | 0.82% | 45 |
|
|
2022
Q2 | $1.23M | Sell |
8,551
-7
| -0.1% | -$1.01K | 0.9% | 43 |
|
|
2022
Q1 | $1.31M | Buy |
8,558
+146
| +2% | +$22.3K | 0.7% | 48 |
|
|
2021
Q4 | $1.38M | Sell |
8,412
-724
| -8% | -$118K | 0.7% | 52 |
|
|
2021
Q3 | $1.28M | Sell |
9,136
-310
| -3% | -$43.3K | 0.71% | 52 |
|
|
2021
Q2 | $1.28M | Sell |
9,446
-13,305
| -58% | -$1.8M | 0.65% | 58 |
|
|
2021
Q1 | $3.08M | Buy |
22,751
+640
| +3% | +$86.7K | 1.69% | 25 |
|
|
2020
Q4 | $3.08M | Buy |
22,111
+496
| +2% | +$69K | 1.75% | 26 |
|
|
2020
Q3 | $3M | Buy |
21,615
+734
| +4% | +$102K | 1.96% | 21 |
|
|
2020
Q2 | $2.5M | Buy |
20,881
+10,116
| +94% | +$1.21M | 1.83% | 25 |
|
|
2020
Q1 | $1.18M | Buy |
+10,765
| New | +$1.18M | 1.07% | 41 |
|