WWA
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Wingate Wealth Advisors’s Procter & Gamble PG Stock Holding History

Wingate Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$342K Buy
2,144
+234
+12% +$37.3K 0.3% 78
2025
Q1 		$326K Sell
1,910
-596
-24% -$102K 0.37% 73
2024
Q4 		$420K Buy
+2,506
New +$420K 0.41% 66