YWM
Yoder Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
1,699
+144
| +9% | +$22.9K | 0.14% | 92 |
|
|
2025
Q1 | $265K | Sell |
1,555
-458
| -23% | -$78.1K | 0.15% | 89 |
|
|
2024
Q4 | $337K | Buy |
2,013
+57
| +3% | +$9.56K | 0.19% | 75 |
|
|
2024
Q3 | $339K | Sell |
1,956
-56
| -3% | -$9.7K | 0.2% | 71 |
|
|
2024
Q2 | $332K | Sell |
2,012
-54
| -3% | -$8.91K | 0.21% | 71 |
|
|
2024
Q1 | $335K | Sell |
2,066
-143
| -6% | -$23.2K | 0.22% | 71 |
|
|
2023
Q4 | $324K | Sell |
2,209
-8
| -0.4% | -$1.17K | 0.23% | 63 |
|
|
2023
Q3 | $323K | Buy |
2,217
+60
| +3% | +$8.75K | 0.27% | 58 |
|
|
2023
Q2 | $327K | Sell |
2,157
-50
| -2% | -$7.59K | 0.26% | 58 |
|
|
2023
Q1 | $328K | Buy |
+2,207
| New | +$328K | 0.27% | 56 |
|