Alliance Wealth Advisors (Utah)’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 | $959K | Buy |
6,016
+232
| +4% | +$37K | 0.23% | 100 |
|
|
2025
Q1 | $986K | Buy |
5,784
+346
| +6% | +$59K | 0.26% | 97 |
|
|
2024
Q4 | $912K | Buy |
5,438
+1,333
| +32% | +$223K | 0.24% | 104 |
|
|
2024
Q3 | $711K | Sell |
4,105
-1,362
| -25% | -$236K | 0.19% | 124 |
|
|
2024
Q2 | $902K | Sell |
5,467
-35
| -0.6% | -$5.77K | 0.26% | 93 |
|
|
2024
Q1 | $893K | Buy |
5,502
+98
| +2% | +$15.9K | 0.27% | 95 |
|
|
2023
Q4 | $792K | Sell |
5,404
-288
| -5% | -$42.2K | 0.27% | 90 |
|
|
2023
Q3 | $830K | Buy |
5,692
+19
| +0.3% | +$2.77K | 0.31% | 77 |
|
|
2023
Q2 | $861K | Buy |
5,673
+186
| +3% | +$28.2K | 0.32% | 77 |
|
|
2023
Q1 | $816K | Buy |
5,487
+2,471
| +82% | +$367K | 0.33% | 74 |
|
|
2022
Q4 | $457K | Buy |
+3,016
| New | +$457K | 0.21% | 114 |
|