Aprio Wealth Management’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 | $1.43M | Sell |
9,005
-1,667
| -16% | -$266K | 0.16% | 85 |
|
|
2025
Q1 | $1.82M | Buy |
10,672
+1,163
| +12% | +$198K | 0.23% | 70 |
|
|
2024
Q4 | $1.59M | Buy |
9,509
+1,119
| +13% | +$188K | 0.23% | 64 |
|
|
2024
Q3 | $1.45M | Sell |
8,390
-187
| -2% | -$32.4K | 0.23% | 61 |
|
|
2024
Q2 | $1.41M | Buy |
8,577
+2,550
| +42% | +$421K | 0.26% | 51 |
|
|
2024
Q1 | $978K | Buy |
6,027
+683
| +13% | +$111K | 0.19% | 67 |
|
|
2023
Q4 | $783K | Buy |
5,344
+658
| +14% | +$96.4K | 0.17% | 68 |
|
|
2023
Q3 | $684K | Buy |
4,686
+1,586
| +51% | +$231K | 0.19% | 65 |
|
|
2023
Q2 | $470K | Buy |
3,100
+17
| +0.6% | +$2.58K | 0.13% | 80 |
|
|
2023
Q1 | $458K | Buy |
3,083
+540
| +21% | +$80.3K | 0.14% | 70 |
|
|
2022
Q4 | $385K | Buy |
2,543
+174
| +7% | +$26.4K | 0.14% | 74 |
|
|
2022
Q3 | $299K | Buy |
2,369
+292
| +14% | +$36.9K | 0.12% | 76 |
|
|
2022
Q2 | $299K | Buy |
2,077
+136
| +7% | +$19.6K | 0.12% | 73 |
|
|
2022
Q1 | $297K | Buy |
1,941
+399
| +26% | +$61.1K | 0.11% | 74 |
|
|
2021
Q4 | $252K | Sell |
1,542
-472
| -23% | -$77.1K | 0.11% | 61 |
|
|
2021
Q3 | $282K | Buy |
2,014
+529
| +36% | +$74.1K | 0.13% | 58 |
|
|
2021
Q2 | $200K | Buy |
+1,485
| New | +$200K | 0.09% | 71 |
|
|
2020
Q4 | $396K | Sell |
2,848
-534
| -16% | -$74.3K | 0.26% | 35 |
|
|
2020
Q3 | $470K | Buy |
3,382
+11
| +0.3% | +$1.53K | 0.33% | 39 |
|
|
2020
Q2 | $403K | Hold |
3,371
| – | – | 0.39% | 39 |
|
|
2020
Q1 | $371K | Buy |
3,371
+360
| +12% | +$39.6K | 0.47% | 36 |
|
|
2019
Q4 | $376K | Buy |
+3,011
| New | +$376K | 0.28% | 43 |
|