AWE
Avidian Wealth Enterprises’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
16,458
-38
| -0.2% | -$6.05K | 0.11% | 101 |
|
|
2025
Q1 | $2.81M | Buy |
16,496
+482
| +3% | +$82.1K | 0.13% | 101 |
|
|
2024
Q4 | $2.68M | Buy |
16,014
+25
| +0.2% | +$4.19K | 0.12% | 103 |
|
|
2024
Q3 | $2.77M | Buy |
15,989
+86
| +0.5% | +$14.9K | 0.13% | 94 |
|
|
2024
Q2 | $2.62M | Sell |
15,903
-400
| -2% | -$66K | 0.11% | 100 |
|
|
2024
Q1 | $2.65M | Sell |
16,303
-189
| -1% | -$30.7K | 0.13% | 89 |
|
|
2023
Q4 | $2.42M | Buy |
16,492
+171
| +1% | +$25.1K | 0.15% | 92 |
|
|
2023
Q3 | $2.38M | Sell |
16,321
-1,062
| -6% | -$155K | 0.17% | 93 |
|
|
2023
Q2 | $2.64M | Sell |
17,383
-19,570
| -53% | -$2.97M | 0.17% | 94 |
|
|
2023
Q1 | $5.49M | Buy |
36,953
+847
| +2% | +$126K | 0.3% | 69 |
|
|
2022
Q4 | $5.47M | Buy |
36,106
+5,337
| +17% | +$809K | 0.36% | 62 |
|
|
2022
Q3 | $3.89M | Sell |
30,769
-580
| -2% | -$73.2K | 0.28% | 66 |
|
|
2022
Q2 | $4.51M | Buy |
31,349
+316
| +1% | +$45.4K | 0.32% | 63 |
|
|
2022
Q1 | $4.74M | Sell |
31,033
-958
| -3% | -$146K | 0.29% | 65 |
|
|
2021
Q4 | $5.23M | Buy |
31,991
+3,668
| +13% | +$600K | 0.33% | 57 |
|
|
2021
Q3 | $3.96M | Buy |
28,323
+2,695
| +11% | +$377K | 0.3% | 57 |
|
|
2021
Q2 | $3.46M | Buy |
25,628
+821
| +3% | +$111K | 0.27% | 62 |
|
|
2021
Q1 | $3.36M | Buy |
24,807
+871
| +4% | +$118K | 0.29% | 57 |
|
|
2020
Q4 | $3.33M | Buy |
23,936
+2,742
| +13% | +$381K | 0.32% | 52 |
|
|
2020
Q3 | $2.95M | Buy |
21,194
+1,783
| +9% | +$248K | 0.33% | 54 |
|
|
2020
Q2 | $2.32M | Buy |
19,411
+1,638
| +9% | +$196K | 0.31% | 55 |
|
|
2020
Q1 | $1.96M | Buy |
17,773
+10,088
| +131% | +$1.11M | 0.31% | 44 |
|
|
2019
Q4 | $960K | Buy |
7,685
+238
| +3% | +$29.7K | 0.14% | 67 |
|
|
2019
Q3 | $926K | Buy |
7,447
+2,319
| +45% | +$288K | 0.15% | 62 |
|
|
2019
Q2 | $562K | Buy |
5,128
+446
| +10% | +$48.9K | 0.13% | 63 |
|
|
2019
Q1 | $487K | Buy |
4,682
+12
| +0.3% | +$1.25K | 0.11% | 68 |
|
|
2018
Q4 | $429K | Buy |
+4,670
| New | +$429K | 0.15% | 48 |
|