Axxcess Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
90,641
+254
| +0.3% | +$40.5K | 0.34% | 59 |
|
|
2025
Q1 | $15.4M | Sell |
90,387
-7,034
| -7% | -$1.2M | 0.41% | 54 |
|
|
2024
Q4 | $16.3M | Buy |
97,421
+1,806
| +2% | +$303K | 0.39% | 52 |
|
|
2024
Q3 | $16.6M | Sell |
95,615
-14,760
| -13% | -$2.56M | 0.41% | 52 |
|
|
2024
Q2 | $18.2M | Buy |
110,375
+4,437
| +4% | +$732K | 0.48% | 42 |
|
|
2024
Q1 | $17.2M | Sell |
105,938
-9,457
| -8% | -$1.53M | 0.47% | 43 |
|
|
2023
Q4 | $16.9M | Buy |
115,395
+12,017
| +12% | +$1.76M | 0.49% | 37 |
|
|
2023
Q3 | $15.1M | Buy |
103,378
+55,647
| +117% | +$8.12M | 0.51% | 40 |
|
|
2023
Q2 | $7.24M | Buy |
47,731
+2,059
| +5% | +$312K | 0.52% | 40 |
|
|
2023
Q1 | $6.79M | Buy |
45,672
+709
| +2% | +$105K | 0.51% | 40 |
|
|
2022
Q4 | $6.81M | Buy |
44,963
+13,590
| +43% | +$2.06M | 0.56% | 37 |
|
|
2022
Q3 | $3.96M | Buy |
31,373
+4,206
| +15% | +$531K | 0.37% | 59 |
|
|
2022
Q2 | $3.91M | Sell |
27,167
-334
| -1% | -$48K | 0.36% | 59 |
|
|
2022
Q1 | $4.2M | Buy |
27,501
+1,740
| +7% | +$266K | 0.33% | 62 |
|
|
2021
Q4 | $4.21M | Buy |
+25,761
| New | +$4.21M | 0.31% | 63 |
|