Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $786K | Buy |
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|
2025
Q2 | $737K | Buy |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $712K | Sell |
|
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|
2024
Q3 | $746K | Buy |
|
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|
2024
Q2 | $692K | Buy |
|
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $597K | Buy |
|
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $519K | Buy |
|