TWA
Trellis Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
1,825
| – | – | 0.13% | 33 |
|
|
2025
Q1 | $311K | Hold |
1,825
| – | – | 0.15% | 30 |
|
|
2024
Q4 | $306K | Hold |
1,825
| – | – | 0.15% | 29 |
|
|
2024
Q3 | $316K | Hold |
1,825
| – | – | 0.16% | 27 |
|
|
2024
Q2 | $301K | Hold |
1,825
| – | – | 0.17% | 26 |
|
|
2024
Q1 | $296K | Sell |
1,825
-123
| -6% | -$20K | 0.17% | 22 |
|
|
2023
Q4 | $285K | Sell |
1,948
-100
| -5% | -$14.7K | 0.16% | 31 |
|
|
2023
Q3 | $299K | Sell |
2,048
-41
| -2% | -$5.98K | 0.19% | 28 |
|
|
2023
Q2 | $317K | Buy |
2,089
+141
| +7% | +$21.4K | 0.21% | 25 |
|
|
2023
Q1 | $290K | Hold |
1,948
| – | – | 0.21% | 25 |
|
|
2022
Q4 | $295K | Buy |
+1,948
| New | +$295K | 0.25% | 21 |
|