Acorn Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
3,855
-463
| -11% | -$73.8K | 0.23% | 94 |
|
|
2025
Q1 | $736K | Sell |
4,318
-356
| -8% | -$60.7K | 0.31% | 76 |
|
|
2024
Q4 | $784K | Sell |
4,674
-458
| -9% | -$76.8K | 0.32% | 69 |
|
|
2024
Q3 | $889K | Buy |
5,132
+710
| +16% | +$123K | 0.38% | 54 |
|
|
2024
Q2 | $729K | Buy |
4,422
+30
| +0.7% | +$4.95K | 0.36% | 63 |
|
|
2024
Q1 | $713K | Sell |
4,392
-44
| -1% | -$7.14K | 0.37% | 64 |
|
|
2023
Q4 | $650K | Sell |
4,436
-195
| -4% | -$28.6K | 0.39% | 61 |
|
|
2023
Q3 | $675K | Buy |
4,631
+75
| +2% | +$10.9K | 0.45% | 51 |
|
|
2023
Q2 | $691K | Buy |
4,556
+11
| +0.2% | +$1.67K | 0.47% | 51 |
|
|
2023
Q1 | $676K | Buy |
4,545
+245
| +6% | +$36.4K | 0.5% | 45 |
|
|
2022
Q4 | $652K | Buy |
4,300
+169
| +4% | +$25.6K | 0.5% | 44 |
|
|
2022
Q3 | $521K | Buy |
4,131
+244
| +6% | +$30.8K | 0.43% | 55 |
|
|
2022
Q2 | $559K | Sell |
3,887
-283
| -7% | -$40.7K | 0.44% | 54 |
|
|
2022
Q1 | $637K | Buy |
4,170
+1
| +0% | +$153 | 0.44% | 51 |
|
|
2021
Q4 | $682K | Buy |
4,169
+37
| +0.9% | +$6.05K | 0.43% | 51 |
|
|
2021
Q3 | $578K | Buy |
4,132
+16
| +0.4% | +$2.24K | 0.4% | 58 |
|
|
2021
Q2 | $555K | Sell |
4,116
-84
| -2% | -$11.3K | 0.38% | 60 |
|
|
2021
Q1 | $569K | Buy |
4,200
+41
| +1% | +$5.56K | 0.41% | 60 |
|
|
2020
Q4 | $579K | Buy |
4,159
+102
| +3% | +$14.2K | 0.46% | 53 |
|
|
2020
Q3 | $564K | Buy |
4,057
+9
| +0.2% | +$1.25K | 0.49% | 47 |
|
|
2020
Q2 | $484K | Buy |
4,048
+10
| +0.2% | +$1.2K | 0.45% | 51 |
|
|
2020
Q1 | $470K | Buy |
4,038
+193
| +5% | +$22.5K | 0.53% | 46 |
|
|
2019
Q4 | $472K | Buy |
3,845
+8
| +0.2% | +$982 | 0.4% | 51 |
|
|
2019
Q3 | $463K | Buy |
3,837
+175
| +5% | +$21.1K | 0.4% | 50 |
|
|
2019
Q2 | $432K | Sell |
3,662
-120
| -3% | -$14.2K | 0.4% | 51 |
|
|
2019
Q1 | $399K | Sell |
3,782
-7
| -0.2% | -$738 | 0.36% | 57 |
|
|
2018
Q4 | $348K | Buy |
3,789
+9
| +0.2% | +$827 | 0.36% | 58 |
|
|
2018
Q3 | $336K | Sell |
3,780
-237
| -6% | -$21.1K | 0.33% | 65 |
|
|
2018
Q2 | $314K | Buy |
4,017
+12
| +0.3% | +$938 | 0.27% | 71 |
|
|
2018
Q1 | $291K | Sell |
4,005
-172
| -4% | -$12.5K | 0.25% | 79 |
|
|
2017
Q4 | $383K | Buy |
+4,177
| New | +$383K | 0.35% | 51 |
|