WMG Financial Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Buy
2025
Q2
$468K Sell
2025
Q1
$519K Buy
2024
Q4
$474K Buy
2024
Q3
$482K Hold
2024
Q2
$459K Buy
2024
Q1
$359K Buy
2023
Q4
$277K Sell
2023
Q3
$336K Buy
2023
Q2
$323K Sell
2023
Q1
$360K Sell
2022
Q4
$383K Sell
2022
Q3
$320K Sell
2022
Q2
$397K Sell
2022
Q1
$454K Buy