AWM
Avondale Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Hold |
2,450
| – | – | 0.22% | 44 |
|
|
2025
Q1 | $418K | Sell |
2,450
-750
| -23% | -$128K | 0.26% | 36 |
|
|
2024
Q4 | $536K | Buy |
3,200
+1,250
| +64% | +$210K | 0.34% | 31 |
|
|
2024
Q3 | $338K | Sell |
1,950
-200
| -9% | -$34.6K | 0.22% | 38 |
|
|
2024
Q2 | $355K | Sell |
2,150
-865
| -29% | -$143K | 0.24% | 37 |
|
|
2024
Q1 | $489K | Sell |
3,015
-695
| -19% | -$113K | 0.34% | 27 |
|
|
2023
Q4 | $544K | Sell |
3,710
-23
| -0.6% | -$3.37K | 0.44% | 25 |
|
|
2023
Q3 | $544K | Hold |
3,733
| – | – | 0.48% | 25 |
|
|
2023
Q2 | $566K | Sell |
3,733
-10
| -0.3% | -$1.52K | 0.48% | 25 |
|
|
2023
Q1 | $557K | Buy |
3,743
+300
| +9% | +$44.6K | 0.48% | 24 |
|
|
2022
Q4 | $522K | Buy |
3,443
+1,250
| +57% | +$189K | 0.45% | 19 |
|
|
2022
Q3 | $277K | Buy |
2,193
+420
| +24% | +$53.1K | 0.3% | 27 |
|
|
2022
Q2 | $255K | Sell |
1,773
-1,507
| -46% | -$217K | 0.3% | 32 |
|
|
2022
Q1 | $501K | Buy |
3,280
+730
| +29% | +$112K | 0.59% | 21 |
|
|
2021
Q4 | $417K | Hold |
2,550
| – | – | 0.42% | 30 |
|
|
2021
Q3 | $356K | Hold |
2,550
| – | – | 0.35% | 30 |
|
|
2021
Q2 | $344K | Buy |
2,550
+1,050
| +70% | +$142K | 0.32% | 36 |
|
|
2021
Q1 | $203K | Buy |
+1,500
| New | +$203K | 0.2% | 41 |
|
|
2018
Q1 | – | Sell |
-127
| Closed | -$12K | – | 118 |
|
|
2017
Q4 | $12K | Buy |
+127
| New | +$12K | 0.01% | 90 |
|