WLPWM
Walled Lake Planning & Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
7,678
+580
| +8% | +$92.4K | 0.4% | 43 |
|
|
2025
Q1 | $1.21M | Sell |
7,098
-405
| -5% | -$69K | 0.43% | 42 |
|
|
2024
Q4 | $1.26M | Buy |
7,503
+9
| +0.1% | +$1.51K | 0.47% | 40 |
|
|
2024
Q3 | $1.3M | Sell |
7,494
-201
| -3% | -$34.8K | 0.49% | 39 |
|
|
2024
Q2 | $1.27M | Buy |
7,695
+904
| +13% | +$149K | 0.52% | 39 |
|
|
2024
Q1 | $1.1M | Sell |
6,791
-109
| -2% | -$17.7K | 0.45% | 38 |
|
|
2023
Q4 | $1.01M | Buy |
6,900
+4
| +0.1% | +$586 | 0.47% | 37 |
|
|
2023
Q3 | $1.01M | Buy |
6,896
+4
| +0.1% | +$583 | 0.5% | 37 |
|
|
2023
Q2 | $1.05M | Sell |
6,892
-596
| -8% | -$90.4K | 0.51% | 36 |
|
|
2023
Q1 | $1.11M | Buy |
+7,488
| New | +$1.11M | 0.58% | 38 |
|
|
2022
Q4 | – | Sell |
-7,537
| Closed | -$952K | – | 76 |
|
|
2022
Q3 | $952K | Sell |
7,537
-696
| -8% | -$87.9K | 0.67% | 37 |
|
|
2022
Q2 | $1.18M | Buy |
8,233
+4
| +0% | +$575 | 0.82% | 34 |
|
|
2022
Q1 | $1.26M | Buy |
8,229
+62
| +0.8% | +$9.47K | 0.75% | 34 |
|
|
2021
Q4 | $1.34M | Sell |
8,167
-2,844
| -26% | -$465K | 0.77% | 34 |
|
|
2021
Q3 | $1.54M | Sell |
11,011
-354
| -3% | -$49.5K | 0.95% | 31 |
|
|
2021
Q2 | $1.53M | Buy |
11,365
+4
| +0% | +$540 | 1% | 28 |
|
|
2021
Q1 | $1.54M | Sell |
11,361
-384
| -3% | -$52K | 1.07% | 27 |
|
|
2020
Q4 | $1.63M | Buy |
11,745
+4
| +0% | +$556 | 1.24% | 26 |
|
|
2020
Q3 | $1.63M | Sell |
11,741
-179
| -2% | -$24.9K | 1.32% | 26 |
|
|
2020
Q2 | $1.43M | Sell |
11,920
-396
| -3% | -$47.3K | 1.19% | 26 |
|
|
2020
Q1 | $1.36M | Buy |
12,316
+17
| +0.1% | +$1.87K | 1.24% | 23 |
|
|
2019
Q4 | $1.54M | Buy |
+12,299
| New | +$1.54M | 1.11% | 25 |
|