AO
Advisor OS’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
24,314
+1,077
| +5% | +$172K | 0.38% | 38 |
|
|
2025
Q1 | $3.96M | Buy |
23,237
+187
| +0.8% | +$31.9K | 0.45% | 36 |
|
|
2024
Q4 | $3.86M | Buy |
23,050
+1,214
| +6% | +$204K | 0.45% | 36 |
|
|
2024
Q3 | $3.78M | Buy |
21,836
+2,115
| +11% | +$366K | 0.38% | 45 |
|
|
2024
Q2 | $3.25M | Buy |
19,721
+1,664
| +9% | +$274K | 0.36% | 48 |
|
|
2024
Q1 | $2.93M | Buy |
18,057
+2,732
| +18% | +$443K | 0.34% | 55 |
|
|
2023
Q4 | $2.25M | Buy |
15,325
+1,529
| +11% | +$224K | 0.29% | 67 |
|
|
2023
Q3 | $2.01M | Sell |
13,796
-3,763
| -21% | -$549K | 0.3% | 59 |
|
|
2023
Q2 | $2.66M | Buy |
17,559
+1,662
| +10% | +$252K | 0.44% | 44 |
|
|
2023
Q1 | $2.36M | Sell |
15,897
-117
| -0.7% | -$17.4K | 0.57% | 42 |
|
|
2022
Q4 | $2.43M | Buy |
16,014
+3,565
| +29% | +$540K | 0.64% | 38 |
|
|
2022
Q3 | $1.57M | Sell |
12,449
-979
| -7% | -$124K | 0.47% | 44 |
|
|
2022
Q2 | $1.93M | Buy |
13,428
+2,969
| +28% | +$427K | 0.56% | 41 |
|
|
2022
Q1 | $1.6M | Buy |
10,459
+1,113
| +12% | +$170K | 0.46% | 47 |
|
|
2021
Q4 | $1.53M | Buy |
9,346
+679
| +8% | +$111K | 0.31% | 80 |
|
|
2021
Q3 | $1.21M | Buy |
8,667
+425
| +5% | +$59.5K | 0.26% | 89 |
|
|
2021
Q2 | $1.11M | Buy |
8,242
+1,285
| +18% | +$173K | 0.23% | 84 |
|
|
2021
Q1 | $942K | Buy |
6,957
+580
| +9% | +$78.5K | 0.21% | 83 |
|
|
2020
Q4 | $888K | Buy |
6,377
+3,879
| +155% | +$540K | 0.24% | 59 |
|
|
2020
Q3 | $347K | Sell |
2,498
-3,282
| -57% | -$456K | 0.15% | 71 |
|
|
2020
Q2 | $691K | Buy |
+5,780
| New | +$691K | 0.41% | 49 |
|