APP
Avantax Planning Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.15M | Sell |
51,159
-1,055
| -2% | -$168K | 0.26% | 67 |
|
|
2025
Q1 | $8.9M | Sell |
52,214
-2,171
| -4% | -$370K | 0.32% | 53 |
|
|
2024
Q4 | $9.12M | Buy |
54,385
+895
| +2% | +$150K | 0.33% | 47 |
|
|
2024
Q3 | $9.26M | Sell |
53,490
-8,782
| -14% | -$1.52M | 0.33% | 48 |
|
|
2024
Q2 | $10.3M | Buy |
62,272
+2,321
| +4% | +$383K | 0.33% | 52 |
|
|
2024
Q1 | $9.73M | Buy |
59,951
+35,090
| +141% | +$5.69M | 0.32% | 54 |
|
|
2023
Q4 | $3.64M | Sell |
24,861
-3,424
| -12% | -$502K | 0.14% | 80 |
|
|
2023
Q3 | $4.13M | Sell |
28,285
-9,728
| -26% | -$1.42M | 0.17% | 70 |
|
|
2023
Q2 | $5.77M | Sell |
38,013
-1,553
| -4% | -$236K | 0.23% | 53 |
|
|
2023
Q1 | $5.88M | Sell |
39,566
-13,143
| -25% | -$1.95M | 0.24% | 50 |
|
|
2022
Q4 | $7.99M | Sell |
52,709
-262
| -0.5% | -$39.7K | 0.32% | 37 |
|
|
2022
Q3 | $6.69M | Buy |
52,971
+800
| +2% | +$101K | 0.3% | 36 |
|
|
2022
Q2 | $7.5M | Buy |
52,171
+1,306
| +3% | +$188K | 0.32% | 36 |
|
|
2022
Q1 | $7.77M | Buy |
50,865
+748
| +1% | +$114K | 0.31% | 35 |
|
|
2021
Q4 | $8.2M | Buy |
50,117
+3,301
| +7% | +$540K | 0.34% | 29 |
|
|
2021
Q3 | $6.55M | Buy |
46,816
+444
| +1% | +$62.1K | 0.3% | 26 |
|
|
2021
Q2 | $6.26M | Buy |
46,372
+1,267
| +3% | +$171K | 0.29% | 27 |
|
|
2021
Q1 | $6.11M | Sell |
45,105
-2,641
| -6% | -$358K | 0.32% | 27 |
|
|
2020
Q4 | $6.64M | Sell |
47,746
-5,056
| -10% | -$703K | 0.34% | 24 |
|
|
2020
Q3 | $7.34M | Sell |
52,802
-1,778
| -3% | -$247K | 0.39% | 20 |
|
|
2020
Q2 | $6.53M | Buy |
54,580
+3,950
| +8% | +$472K | 0.37% | 21 |
|
|
2020
Q1 | $5.57M | Buy |
50,630
+6,059
| +14% | +$666K | 0.39% | 17 |
|
|
2019
Q4 | $5.57M | Buy |
44,571
+4,779
| +12% | +$597K | 0.33% | 22 |
|
|
2019
Q3 | $4.95M | Buy |
39,792
+311
| +0.8% | +$38.7K | 0.3% | 25 |
|
|
2019
Q2 | $4.5M | Buy |
39,481
+920
| +2% | +$105K | 0.29% | 28 |
|
|
2019
Q1 | $4.01M | Buy |
38,561
+3,517
| +10% | +$366K | 0.28% | 28 |
|
|
2018
Q4 | $3.22M | Sell |
35,044
-719
| -2% | -$66.1K | 0.24% | 38 |
|
|
2018
Q3 | $2.98M | Buy |
35,763
+2,512
| +8% | +$209K | 0.24% | 33 |
|
|
2018
Q2 | $2.6M | Sell |
33,251
-1,545
| -4% | -$121K | 0.23% | 39 |
|
|
2018
Q1 | $2.76M | Buy |
34,796
+3,726
| +12% | +$295K | 0.24% | 34 |
|
|
2017
Q4 | $2.86M | Sell |
31,070
-8,295
| -21% | -$762K | 0.26% | 32 |
|
|
2017
Q3 | $3.58M | Sell |
39,365
-2,414
| -6% | -$220K | 0.28% | 31 |
|
|
2017
Q2 | $3.64M | Buy |
41,779
+2,746
| +7% | +$239K | 0.31% | 30 |
|
|
2017
Q1 | $3.51M | Buy |
39,033
+3,336
| +9% | +$300K | 0.31% | 28 |
|
|
2016
Q4 | $3M | Buy |
+35,697
| New | +$3M | 0.32% | 28 |
|