AmeriServ 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 | $209K | Hold |
1,313
| – | – | 0.1% | 56 |
|
|
2025
Q1 | $224K | Sell |
1,313
-63
| -5% | -$10.7K | 0.13% | 56 |
|
|
2024
Q4 | $231K | Buy |
+1,376
| New | +$231K | 0.12% | 57 |
|
|
2021
Q2 | – | Sell |
-1,596
| Closed | -$216K | – | 72 |
|
|
2021
Q1 | $216K | Sell |
1,596
-1,053
| -40% | -$143K | 0.19% | 60 |
|
|
2020
Q4 | $369K | Buy |
+2,649
| New | +$369K | 0.36% | 45 |
|
|
2019
Q3 | $398K | Sell |
3,206
-274
| -8% | -$34K | 0.54% | 35 |
|
|
2019
Q2 | $381K | Buy |
+3,480
| New | +$381K | 0.5% | 38 |
|
|
2018
Q2 | – | Sell |
-5,000
| Closed | -$364K | – | 80 |
|
|
2018
Q1 | $364K | Buy |
+5,000
| New | +$364K | 0.41% | 48 |
|
|
2015
Q3 | – | Sell |
-5,733
| Closed | -$449K | – | 125 |
|
|
2015
Q2 | $449K | Buy |
5,733
+1,550
| +37% | +$121K | 0.52% | 42 |
|
|
2015
Q1 | $343K | Sell |
4,183
-3,788
| -48% | -$311K | 0.4% | 56 |
|
|
2014
Q4 | $726K | Buy |
7,971
+1,227
| +18% | +$112K | 0.7% | 31 |
|
|
2014
Q3 | $565K | Sell |
6,744
-61
| -0.9% | -$5.11K | 0.98% | 38 |
|
|
2014
Q2 | $535K | Sell |
6,805
-3,488
| -34% | -$274K | 0.57% | 50 |
|
|
2014
Q1 | $830K | Sell |
10,293
-19,054
| -65% | -$1.54M | 0.83% | 31 |
|
|
2013
Q4 | $2.39M | Buy |
29,347
+2,727
| +10% | +$222K | 1.42% | 9 |
|
|
2013
Q3 | $2.01M | Buy |
26,620
+25
| +0.1% | +$1.89K | 1.28% | 13 |
|
|
2013
Q2 | $2.05M | Buy |
+26,595
| New | +$2.05M | 1.32% | 11 |
|