AWA
Arkadios Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
71,341
+13,705
| +24% | +$2.18M | 0.34% | 46 |
|
|
2025
Q1 | $9.82M | Buy |
57,636
+11,426
| +25% | +$1.95M | 0.37% | 49 |
|
|
2024
Q4 | $7.75M | Buy |
46,210
+330
| +0.7% | +$55.3K | 0.42% | 48 |
|
|
2024
Q3 | $7.95M | Buy |
45,880
+6,229
| +16% | +$1.08M | 0.45% | 41 |
|
|
2024
Q2 | $6.54M | Buy |
39,651
+16,041
| +68% | +$2.65M | 0.44% | 43 |
|
|
2024
Q1 | $3.83M | Sell |
23,610
-114
| -0.5% | -$18.5K | 0.3% | 77 |
|
|
2023
Q4 | $3.48M | Sell |
23,724
-441
| -2% | -$64.6K | 0.29% | 80 |
|
|
2023
Q3 | $3.52M | Buy |
24,165
+9,131
| +61% | +$1.33M | 0.33% | 69 |
|
|
2023
Q2 | $2.28M | Buy |
15,034
+892
| +6% | +$135K | 0.27% | 95 |
|
|
2023
Q1 | $2.1M | Buy |
14,142
+338
| +2% | +$50.3K | 0.25% | 107 |
|
|
2022
Q4 | $2.09M | Sell |
13,804
-435
| -3% | -$65.9K | 0.28% | 100 |
|
|
2022
Q3 | $1.8M | Buy |
14,239
+1,072
| +8% | +$135K | 0.27% | 101 |
|
|
2022
Q2 | $1.89M | Sell |
13,167
-163
| -1% | -$23.4K | 0.28% | 92 |
|
|
2022
Q1 | $2.04M | Buy |
13,330
+1,031
| +8% | +$158K | 0.27% | 95 |
|
|
2021
Q4 | $2.01M | Buy |
12,299
+1,412
| +13% | +$231K | 0.27% | 92 |
|
|
2021
Q3 | $1.52M | Sell |
10,887
-5,064
| -32% | -$708K | 0.22% | 111 |
|
|
2021
Q2 | $2.15M | Buy |
15,951
+1,724
| +12% | +$233K | 0.26% | 103 |
|
|
2021
Q1 | $1.93M | Buy |
14,227
+1,334
| +10% | +$181K | 0.32% | 79 |
|
|
2020
Q4 | $1.79M | Buy |
12,893
+6,132
| +91% | +$853K | 0.38% | 75 |
|
|
2020
Q3 | $976K | Buy |
6,761
+67
| +1% | +$9.68K | 0.49% | 48 |
|
|
2020
Q2 | $837K | Buy |
6,694
+1,376
| +26% | +$172K | 0.46% | 44 |
|
|
2020
Q1 | $585K | Buy |
5,318
+323
| +6% | +$35.5K | 0.37% | 65 |
|
|
2019
Q4 | $624K | Buy |
+4,995
| New | +$624K | 0.37% | 67 |
|