AWM
Avior Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
26,804
-488
| -2% | -$76.2K | 0.14% | 117 |
|
|
2025
Q1 | $4.55M | Sell |
27,292
-3,159
| -10% | -$527K | 0.17% | 97 |
|
|
2024
Q4 | $5.01M | Sell |
30,451
-736
| -2% | -$121K | 0.18% | 96 |
|
|
2024
Q3 | $5.09M | Sell |
31,187
-493
| -2% | -$80.5K | 0.2% | 87 |
|
|
2024
Q2 | $4.95M | Sell |
31,680
-3,347
| -10% | -$523K | 0.21% | 85 |
|
|
2024
Q1 | $5.42M | Buy |
35,027
+5,296
| +18% | +$819K | 0.25% | 76 |
|
|
2023
Q4 | $4.15M | Buy |
29,731
+10
| +0% | +$1.4K | 0.25% | 78 |
|
|
2023
Q3 | $4.13M | Sell |
29,721
-19
| -0.1% | -$2.64K | 0.28% | 70 |
|
|
2023
Q2 | $4.29M | Buy |
29,740
+3,411
| +13% | +$492K | 0.28% | 70 |
|
|
2023
Q1 | $3.7M | Buy |
26,329
+2,847
| +12% | +$400K | 0.25% | 77 |
|
|
2022
Q4 | $3.33M | Buy |
23,482
+1,109
| +5% | +$157K | 0.25% | 83 |
|
|
2022
Q3 | $2.69M | Sell |
22,373
-202
| -0.9% | -$24.3K | 0.22% | 90 |
|
|
2022
Q2 | $3.05M | Sell |
22,575
-17,587
| -44% | -$2.37M | 0.31% | 69 |
|
|
2022
Q1 | $5.91M | Sell |
40,162
-715
| -2% | -$105K | 0.51% | 36 |
|
|
2021
Q4 | $6.41M | Buy |
40,877
+21,964
| +116% | +$3.45M | 0.53% | 39 |
|
|
2021
Q3 | $2.46M | Sell |
18,913
-43
| -0.2% | -$5.6K | 0.2% | 95 |
|
|
2021
Q2 | $2.39M | Buy |
18,956
+12
| +0.1% | +$1.52K | 0.24% | 93 |
|
|
2021
Q1 | $2.4M | Sell |
18,944
-1,649
| -8% | -$209K | 0.26% | 89 |
|
|
2020
Q4 | $2.68M | Sell |
20,593
-647
| -3% | -$84.3K | 0.33% | 72 |
|
|
2020
Q3 | $2.77M | Buy |
21,240
+1,629
| +8% | +$213K | 0.4% | 58 |
|
|
2020
Q2 | $2.31M | Sell |
19,611
-3,918
| -17% | -$461K | 0.36% | 65 |
|
|
2020
Q1 | $2.56M | Sell |
23,529
-1,188
| -5% | -$129K | 0.51% | 49 |
|
|
2019
Q4 | $3.04M | Buy |
24,717
+85
| +0.3% | +$10.5K | 0.49% | 51 |
|
|
2019
Q3 | $3.02M | Sell |
24,632
-328
| -1% | -$40.2K | 0.53% | 47 |
|
|
2019
Q2 | $2.71M | Buy |
24,960
+634
| +3% | +$68.9K | 0.49% | 54 |
|
|
2019
Q1 | $2.51M | Sell |
24,326
-1,086
| -4% | -$112K | 0.53% | 47 |
|
|
2018
Q4 | $2.33M | Sell |
25,412
-2,071
| -8% | -$190K | 0.56% | 46 |
|
|
2018
Q3 | $2.3M | Sell |
27,483
-9
| -0% | -$753 | 0.49% | 52 |
|
|
2018
Q2 | $2.16M | Sell |
27,492
-774
| -3% | -$60.9K | 0.49% | 53 |
|
|
2018
Q1 | $2.26M | Sell |
28,266
-1,668
| -6% | -$133K | 0.52% | 47 |
|
|
2017
Q4 | $2.75M | Buy |
29,934
+13,525
| +82% | +$1.24M | 0.61% | 41 |
|
|
2017
Q3 | $1.49M | Buy |
16,409
+494
| +3% | +$44.8K | 0.49% | 66 |
|
|
2017
Q2 | $1.39M | Sell |
15,915
-2,802
| -15% | -$244K | 0.57% | 59 |
|
|
2017
Q1 | $1.68M | Buy |
18,717
+2,172
| +13% | +$195K | 0.56% | 53 |
|
|
2016
Q4 | $1.4M | Buy |
16,545
+752
| +5% | +$63.6K | 0.52% | 63 |
|
|
2016
Q3 | $1.41M | Buy |
15,793
+2,640
| +20% | +$236K | 0.55% | 55 |
|
|
2016
Q2 | $1.11M | Buy |
13,153
+387
| +3% | +$32.7K | 0.47% | 75 |
|
|
2016
Q1 | $1.05M | Buy |
12,766
+523
| +4% | +$43.1K | 0.47% | 78 |
|
|
2015
Q4 | $972K | Buy |
12,243
+1,099
| +10% | +$87.3K | 0.53% | 64 |
|
|
2015
Q3 | $803K | Buy |
11,144
+9,801
| +730% | +$706K | 0.47% | 71 |
|
|
2015
Q2 | $106K | Buy |
1,343
+447
| +50% | +$35.3K | 0.08% | 91 |
|
|
2015
Q1 | $74K | Buy |
896
+325
| +57% | +$26.8K | 0.06% | 116 |
|
|
2014
Q4 | $52K | Buy |
571
+171
| +43% | +$15.6K | 0.04% | 131 |
|
|
2014
Q3 | $34K | Buy |
400
+60
| +18% | +$5.1K | 0.03% | 153 |
|
|
2014
Q2 | $31K | Buy |
340
+216
| +174% | +$19.7K | 0.03% | 164 |
|
|
2014
Q1 | $10K | Buy |
+124
| New | +$10K | 0.01% | 231 |
|