Avondale Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,810
| Closed | -$261K | – | 71 |
|
|
2026
Q1 | $261K | Buy |
1,810
+300
| +20% | +$45.5K | 0.13% | 60 |
|
|
2025
Q4 | $216K | Sell |
1,510
-440
| -23% | -$64.9K | 0.11% | 57 |
|
|
2025
Q3 | $300K | Sell |
1,950
-500
| -20% | -$78.1K | 0.16% | 50 |
|
|
2025
Q2 | $390K | Hold |
2,450
| – | – | 0.22% | 44 |
|
|
2025
Q1 | $418K | Sell |
2,450
-750
| -23% | -$126K | 0.26% | 36 |
|
|
2024
Q4 | $536K | Buy |
3,200
+1,250
| +64% | +$213K | 0.34% | 31 |
|
|
2024
Q3 | $338K | Sell |
1,950
-200
| -9% | -$34K | 0.22% | 38 |
|
|
2024
Q2 | $355K | Sell |
2,150
-865
| -29% | -$141K | 0.24% | 37 |
|
|
2024
Q1 | $489K | Sell |
3,015
-695
| -19% | -$109K | 0.34% | 27 |
|
|
2023
Q4 | $544K | Sell |
3,710
-23
| -0.6% | -$3.41K | 0.44% | 25 |
|
|
2023
Q3 | $544K | Hold |
3,733
| – | – | 0.48% | 25 |
|
|
2023
Q2 | $566K | Sell |
3,733
-10
| -0.3% | -$1.51K | 0.48% | 25 |
|
|
2023
Q1 | $557K | Buy |
3,743
+300
| +9% | +$42.9K | 0.48% | 24 |
|
|
2022
Q4 | $522K | Buy |
3,443
+1,250
| +57% | +$175K | 0.45% | 19 |
|
|
2022
Q3 | $277K | Buy |
2,193
+420
| +24% | +$59.7K | 0.3% | 27 |
|
|
2022
Q2 | $255K | Sell |
1,773
-1,507
| -46% | -$226K | 0.3% | 32 |
|
|
2022
Q1 | $501K | Buy |
3,280
+730
| +29% | +$114K | 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 | +$196K | 0.2% | 41 |
|
|
2018
Q1 | – | Sell |
-127
| Closed | -$12K | – | 118 |
|
|
2017
Q4 | $12K | Buy |
+127
| New | +$11.4K | 0.01% | 90 |
|
Other funds holding PG
HCM
CRM
CNB
ORIO
P
EB