AWM
AllSquare Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
1,464
| – | – | 0.13% | 99 |
|
|
2025
Q1 | $249K | Hold |
1,464
| – | – | 0.15% | 89 |
|
|
2024
Q4 | $245K | Hold |
1,464
| – | – | 0.14% | 91 |
|
|
2024
Q3 | $254K | Hold |
1,464
| – | – | 0.14% | 92 |
|
|
2024
Q2 | $241K | Hold |
1,464
| – | – | 0.14% | 91 |
|
|
2024
Q1 | $238K | Hold |
1,464
| – | – | 0.14% | 96 |
|
|
2023
Q4 | $215K | Hold |
1,464
| – | – | 0.13% | 97 |
|
|
2023
Q3 | $214K | Sell |
1,464
-2
| -0.1% | -$292 | 0.14% | 93 |
|
|
2023
Q2 | $210K | Hold |
1,466
| – | – | 0.14% | 90 |
|
|
2023
Q1 | $218K | Hold |
1,466
| – | – | 0.14% | 89 |
|
|
2022
Q4 | $222K | Hold |
1,466
| – | – | 0.15% | 84 |
|
|
2022
Q3 | $185K | Hold |
1,466
| – | – | 0.13% | 85 |
|
|
2022
Q2 | $211K | Hold |
1,466
| – | – | 0.14% | 87 |
|
|
2022
Q1 | $224K | Buy |
1,466
+2
| +0.1% | +$306 | 0.13% | 90 |
|
|
2021
Q4 | $239K | Sell |
1,464
-50
| -3% | -$8.16K | 0.14% | 88 |
|
|
2021
Q3 | $212K | Hold |
1,514
| – | – | 0.13% | 91 |
|
|
2021
Q2 | $204K | Hold |
1,514
| – | – | 0.12% | 95 |
|
|
2021
Q1 | $205K | Hold |
1,514
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $211K | Sell |
1,514
-77
| -5% | -$10.7K | 0.14% | 83 |
|
|
2020
Q3 | $221K | Hold |
1,591
| – | – | 0.16% | 71 |
|
|
2020
Q2 | $190K | Hold |
1,591
| – | – | 0.14% | 79 |
|
|
2020
Q1 | $175K | Hold |
1,591
| – | – | 0.15% | 74 |
|
|
2019
Q4 | $199K | Hold |
1,591
| – | – | 0.14% | 86 |
|
|
2019
Q3 | $198K | Hold |
1,591
| – | – | 0.15% | 83 |
|
|
2019
Q2 | $174K | Sell |
1,591
-23
| -1% | -$2.52K | 0.13% | 88 |
|
|
2019
Q1 | $168K | Hold |
1,614
| – | – | 0.13% | 89 |
|
|
2018
Q4 | $148K | Hold |
1,614
| – | – | 0.12% | 88 |
|
|
2018
Q3 | $134K | Sell |
1,614
-100
| -6% | -$8.3K | 0.1% | 101 |
|
|
2018
Q2 | $134K | Buy |
1,714
+634
| +59% | +$49.6K | 0.1% | 105 |
|
|
2018
Q1 | $86K | Sell |
1,080
-5
| -0.5% | -$398 | 0.07% | 119 |
|
|
2017
Q4 | $100K | Hold |
1,085
| – | – | 0.08% | 101 |
|
|
2017
Q3 | $99K | Buy |
1,085
+210
| +24% | +$19.2K | 0.08% | 100 |
|
|
2017
Q2 | $76K | Sell |
875
-258
| -23% | -$22.4K | 0.08% | 61 |
|
|
2017
Q1 | $102K | Buy |
1,133
+100
| +10% | +$9K | 0.09% | 95 |
|
|
2016
Q4 | $87K | Hold |
1,033
| – | – | 0.08% | 102 |
|
|
2016
Q3 | $93K | Hold |
1,033
| – | – | 0.09% | 87 |
|
|
2016
Q2 | $87K | Sell |
1,033
-50
| -5% | -$4.21K | 0.09% | 85 |
|
|
2016
Q1 | $89K | Hold |
1,083
| – | – | 0.09% | 86 |
|
|
2015
Q4 | $86K | Sell |
1,083
-50
| -4% | -$3.97K | 0.09% | 89 |
|
|
2015
Q3 | $82K | Sell |
1,133
-195
| -15% | -$14.1K | 0.08% | 88 |
|
|
2015
Q2 | $104K | Hold |
1,328
| – | – | 0.1% | 78 |
|
|
2015
Q1 | $109K | Hold |
1,328
| – | – | 0.1% | 83 |
|
|
2014
Q4 | $121K | Buy |
+1,328
| New | +$121K | 0.12% | 72 |
|