WFAG
Worth Financial Advisory Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
2,962
-8,686
| -75% | -$1.38M | 0.29% | 87 |
|
|
2025
Q1 | $1.99M | Sell |
11,648
-317
| -3% | -$54K | 1.26% | 18 |
|
|
2024
Q4 | $2.01M | Sell |
11,965
-231
| -2% | -$38.7K | 1.23% | 19 |
|
|
2024
Q3 | $2.11M | Sell |
12,196
-249
| -2% | -$43.1K | 1.24% | 18 |
|
|
2024
Q2 | $2.05M | Buy |
+12,445
| New | +$2.05M | 1.35% | 19 |
|