TCWA
Turtle Creek Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
69,558
+3,489
| +5% | +$556K | 1.31% | 17 |
|
|
2025
Q1 | $11.3M | Buy |
66,069
+30,974
| +88% | +$5.28M | 1.68% | 11 |
|
|
2024
Q4 | $5.88M | Buy |
35,095
+1,861
| +6% | +$312K | 1.36% | 22 |
|
|
2024
Q3 | $5.76M | Buy |
33,234
+1,325
| +4% | +$229K | 1.15% | 28 |
|
|
2024
Q2 | $5.26M | Buy |
31,909
+5,883
| +23% | +$970K | 1.22% | 23 |
|
|
2024
Q1 | $4.22M | Buy |
26,026
+22,950
| +746% | +$3.72M | 1.04% | 36 |
|
|
2023
Q4 | $451K | Buy |
+3,076
| New | +$451K | 0.13% | 94 |
|