AAS
Avantax Advisory Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Sell |
224,479
-23,900
| -10% | -$3.81M | 0.2% | 81 |
|
|
2025
Q1 | $42.3M | Buy |
248,379
+10,507
| +4% | +$1.79M | 0.26% | 58 |
|
|
2024
Q4 | $39.9M | Buy |
237,872
+18,772
| +9% | +$3.15M | 0.25% | 54 |
|
|
2024
Q3 | $37.9M | Buy |
219,100
+12,809
| +6% | +$2.22M | 0.25% | 57 |
|
|
2024
Q2 | $34M | Buy |
206,291
+37,040
| +22% | +$6.11M | 0.24% | 57 |
|
|
2024
Q1 | $27.5M | Buy |
169,251
+7,465
| +5% | +$1.21M | 0.24% | 61 |
|
|
2023
Q4 | $23.7M | Buy |
161,786
+8,099
| +5% | +$1.19M | 0.24% | 61 |
|
|
2023
Q3 | $22.4M | Buy |
153,687
+8,974
| +6% | +$1.31M | 0.25% | 54 |
|
|
2023
Q2 | $22M | Buy |
144,713
+14,736
| +11% | +$2.24M | 0.25% | 60 |
|
|
2023
Q1 | $19.3M | Buy |
129,977
+16,537
| +15% | +$2.46M | 0.24% | 69 |
|
|
2022
Q4 | $17.2M | Buy |
113,440
+8,630
| +8% | +$1.31M | 0.23% | 68 |
|
|
2022
Q3 | $13.2M | Buy |
104,810
+7,571
| +8% | +$956K | 0.2% | 76 |
|
|
2022
Q2 | $14M | Buy |
97,239
+4,976
| +5% | +$715K | 0.21% | 75 |
|
|
2022
Q1 | $14.1M | Buy |
92,263
+3,021
| +3% | +$461K | 0.19% | 82 |
|
|
2021
Q4 | $14.6M | Buy |
89,242
+3,286
| +4% | +$538K | 0.22% | 73 |
|
|
2021
Q3 | $12M | Buy |
85,956
+627
| +0.7% | +$87.7K | 0.2% | 82 |
|
|
2021
Q2 | $11.5M | Sell |
85,329
-661
| -0.8% | -$89.1K | 0.21% | 82 |
|
|
2021
Q1 | $11.7M | Sell |
85,990
-4,218
| -5% | -$572K | 0.25% | 68 |
|
|
2020
Q4 | $12.6M | Sell |
90,208
-102,660
| -53% | -$14.3M | 0.3% | 56 |
|
|
2020
Q3 | $26.8M | Buy |
192,868
+108,892
| +130% | +$15.1M | 0.43% | 36 |
|
|
2020
Q2 | $10M | Buy |
83,976
+4,639
| +6% | +$554K | 0.29% | 58 |
|
|
2020
Q1 | $8.73M | Buy |
79,337
+24,648
| +45% | +$2.71M | 0.26% | 62 |
|
|
2019
Q4 | $6.83M | Buy |
54,689
+8,983
| +20% | +$1.12M | 0.16% | 87 |
|
|
2019
Q3 | $5.68M | Buy |
45,706
+2,911
| +7% | +$362K | 0.23% | 56 |
|
|
2019
Q2 | $4.69M | Buy |
42,795
+3,136
| +8% | +$344K | 0.21% | 59 |
|
|
2019
Q1 | $4.13M | Buy |
39,659
+7,330
| +23% | +$763K | 0.22% | 60 |
|
|
2018
Q4 | $2.97M | Buy |
+32,329
| New | +$2.97M | 0.5% | 48 |
|