WWP
WR Wealth Planners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.1M | Sell |
12,508
-692
| -5% | -$116K | 0.67% | 23 |
|
|
2024
Q3 | $2.29M | Buy |
13,200
+75
| +0.6% | +$13K | 0.64% | 27 |
|
|
2024
Q2 | $2.16M | Buy |
13,125
+544
| +4% | +$89.7K | 0.66% | 26 |
|
|
2024
Q1 | $2.04M | Buy |
12,581
+971
| +8% | +$158K | 0.63% | 27 |
|
|
2023
Q4 | $1.7M | Buy |
11,610
+785
| +7% | +$115K | 0.63% | 32 |
|
|
2023
Q3 | $1.58M | Buy |
10,825
+239
| +2% | +$34.9K | 0.6% | 31 |
|
|
2023
Q2 | $1.61M | Buy |
10,586
+238
| +2% | +$36.1K | 0.62% | 31 |
|
|
2023
Q1 | $1.54M | Buy |
10,348
+2,792
| +37% | +$415K | 0.66% | 34 |
|
|
2022
Q4 | $1.15M | Buy |
7,556
+2,941
| +64% | +$446K | 0.71% | 29 |
|
|
2022
Q3 | $583K | Buy |
4,615
+656
| +17% | +$82.8K | 0.41% | 42 |
|
|
2022
Q2 | $569K | Buy |
3,959
+19
| +0.5% | +$2.73K | 0.38% | 46 |
|
|
2022
Q1 | $602K | Buy |
+3,940
| New | +$602K | 0.36% | 48 |
|