AWA
Amplius Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
6,385
+238
| +4% | +$37.9K | 0.09% | 82 |
|
|
2025
Q1 | $1.05M | Buy |
6,147
+69
| +1% | +$11.8K | 0.11% | 72 |
|
|
2024
Q4 | $1.02M | Buy |
6,078
+92
| +2% | +$15.4K | 0.1% | 71 |
|
|
2024
Q3 | $1.04M | Buy |
5,986
+144
| +2% | +$24.9K | 0.11% | 69 |
|
|
2024
Q2 | $963K | Buy |
5,842
+94
| +2% | +$15.5K | 0.11% | 73 |
|
|
2024
Q1 | $933K | Buy |
5,748
+50
| +0.9% | +$8.11K | 0.1% | 72 |
|
|
2023
Q4 | $835K | Sell |
5,698
-8
| -0.1% | -$1.17K | 0.1% | 72 |
|
|
2023
Q3 | $832K | Buy |
5,706
+13
| +0.2% | +$1.9K | 0.11% | 71 |
|
|
2023
Q2 | $864K | Sell |
5,693
-135
| -2% | -$20.5K | 0.12% | 70 |
|
|
2023
Q1 | $867K | Buy |
5,828
+1,465
| +34% | +$218K | 0.12% | 76 |
|
|
2022
Q4 | $661K | Buy |
4,363
+665
| +18% | +$101K | 0.11% | 78 |
|
|
2022
Q3 | $467K | Buy |
3,698
+781
| +27% | +$98.6K | 0.08% | 88 |
|
|
2022
Q2 | $419K | Sell |
2,917
-129
| -4% | -$18.5K | 0.07% | 107 |
|
|
2022
Q1 | $465K | Buy |
3,046
+3
| +0.1% | +$458 | 0.07% | 107 |
|
|
2021
Q4 | $497K | Buy |
+3,043
| New | +$497K | 0.07% | 105 |
|