1WA
180 Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
8,275
+15
| +0.2% | +$2.39K | 0.18% | 122 |
|
|
2025
Q1 | $1.41M | Sell |
8,260
-153
| -2% | -$26.1K | 0.22% | 108 |
|
|
2024
Q4 | $1.41M | Sell |
8,413
-2,628
| -24% | -$441K | 0.22% | 101 |
|
|
2024
Q3 | $1.91M | Sell |
11,041
-751
| -6% | -$130K | 0.3% | 88 |
|
|
2024
Q2 | $1.95M | Buy |
11,792
+155
| +1% | +$25.7K | 0.32% | 79 |
|
|
2024
Q1 | $1.89M | Sell |
11,637
-60
| -0.5% | -$9.74K | 0.34% | 78 |
|
|
2023
Q4 | $1.74M | Sell |
11,697
-4,035
| -26% | -$600K | 0.35% | 80 |
|
|
2023
Q3 | $2.29M | Buy |
15,732
+713
| +5% | +$104K | 0.52% | 48 |
|
|
2023
Q2 | $2.29M | Buy |
15,019
+1,279
| +9% | +$195K | 0.5% | 53 |
|
|
2023
Q1 | $2.04M | Buy |
13,740
+925
| +7% | +$138K | 0.48% | 61 |
|
|
2022
Q4 | $1.81M | Buy |
12,815
+3,788
| +42% | +$535K | 0.43% | 70 |
|
|
2022
Q3 | $1.14M | Buy |
9,027
+357
| +4% | +$45.1K | 0.31% | 84 |
|
|
2022
Q2 | $1.27M | Buy |
8,670
+355
| +4% | +$51.9K | 0.32% | 83 |
|
|
2022
Q1 | $1.33M | Buy |
8,315
+782
| +10% | +$125K | 0.29% | 90 |
|
|
2021
Q4 | $1.23M | Buy |
7,533
+326
| +5% | +$53K | 0.28% | 94 |
|
|
2021
Q3 | $1.04M | Buy |
7,207
+980
| +16% | +$142K | 0.23% | 108 |
|
|
2021
Q2 | $886K | Sell |
6,227
-612
| -9% | -$87.1K | 0.2% | 113 |
|
|
2021
Q1 | $944K | Sell |
6,839
-1,251
| -15% | -$173K | 0.23% | 108 |
|
|
2020
Q4 | $1.08M | Sell |
8,090
-167
| -2% | -$22.3K | 0.31% | 91 |
|
|
2020
Q3 | $1.18M | Buy |
8,257
+1,138
| +16% | +$162K | 0.44% | 64 |
|
|
2020
Q2 | $894K | Sell |
7,119
-1,235
| -15% | -$155K | 0.36% | 78 |
|
|
2020
Q1 | $956K | Buy |
8,354
+7
| +0.1% | +$801 | 0.5% | 55 |
|
|
2019
Q4 | $1.05M | Sell |
8,347
-4,775
| -36% | -$601K | 0.42% | 69 |
|
|
2019
Q3 | $1.59M | Sell |
13,122
-4,784
| -27% | -$579K | 0.7% | 26 |
|
|
2019
Q2 | $2.09M | Buy |
17,906
+4,887
| +38% | +$570K | 0.94% | 22 |
|
|
2019
Q1 | $1.36M | Sell |
13,019
-2,574
| -17% | -$269K | 0.62% | 38 |
|
|
2018
Q4 | $1.3M | Hold |
15,593
| – | – | 0.61% | 41 |
|
|
2018
Q3 | $1.3M | Sell |
15,593
-4,912
| -24% | -$409K | 0.6% | 42 |
|
|
2018
Q2 | $1.6M | Sell |
20,505
-10,439
| -34% | -$815K | 0.79% | 35 |
|
|
2018
Q1 | $2.45M | Sell |
30,944
-122
| -0.4% | -$9.67K | 1.27% | 14 |
|
|
2017
Q4 | $2.85M | Buy |
+31,066
| New | +$2.85M | 1.45% | 12 |
|