Wernau Asset Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
13,871
-852
-6% -$136K 1.54% 11
2025
Q1
$2.51M Sell
14,723
-42
-0.3% -$7.16K 1.96% 11
2024
Q4
$2.48M Buy
+14,765
New +$2.48M 1.84% 12