Avion Wealth’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 | $120K | Sell |
756
-78
| -9% | -$12.4K | 0.03% | 131 |
|
|
2025
Q1 | $139K | Hold |
834
| – | – | 0.04% | 109 |
|
|
2024
Q4 | $139K | Buy |
834
+394
| +90% | +$65.7K | 0.04% | 109 |
|
|
2024
Q3 | $76K | Buy |
440
+32
| +8% | +$5.53K | 0.02% | 142 |
|
|
2024
Q2 | $67K | Buy |
408
+37
| +10% | +$6.08K | 0.02% | 142 |
|
|
2024
Q1 | $61K | Buy |
371
+219
| +144% | +$36K | 0.02% | 150 |
|
|
2023
Q4 | $22K | Sell |
152
-7
| -4% | -$1.01K | 0.01% | 205 |
|
|
2023
Q3 | $22K | Buy |
159
+43
| +37% | +$5.95K | 0.01% | 206 |
|
|
2023
Q2 | $17K | Buy |
116
+84
| +263% | +$12.3K | ﹤0.01% | 243 |
|
|
2023
Q1 | $4K | Buy |
32
+20
| +167% | +$2.5K | ﹤0.01% | 336 |
|
|
2022
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 405 |
|
|
2021
Q1 | – | Sell |
-335
| Closed | -$47K | – | 376 |
|
|
2020
Q4 | $47K | Sell |
335
-27
| -7% | -$3.79K | 0.01% | 126 |
|
|
2020
Q3 | $50K | Buy |
362
+1
| +0.3% | +$138 | 0.02% | 92 |
|
|
2020
Q2 | $43K | Buy |
361
+3
| +0.8% | +$357 | 0.02% | 97 |
|
|
2020
Q1 | $39K | Buy |
+358
| New | +$39K | 0.02% | 97 |
|