Capital Advisors Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
4,628
+322
| +7% | +$51.3K | 0.12% | 94 |
|
|
2025
Q1 | $734K | Buy |
4,306
+57
| +1% | +$9.71K | 0.13% | 80 |
|
|
2024
Q4 | $712K | Sell |
4,249
-56
| -1% | -$9.39K | 0.13% | 77 |
|
|
2024
Q3 | $746K | Buy |
4,305
+109
| +3% | +$18.9K | 0.14% | 77 |
|
|
2024
Q2 | $692K | Buy |
4,196
+156
| +4% | +$25.7K | 0.14% | 72 |
|
|
2024
Q1 | $656K | Sell |
4,040
-35
| -0.9% | -$5.68K | 0.14% | 73 |
|
|
2023
Q4 | $597K | Buy |
4,075
+46
| +1% | +$6.74K | 0.14% | 72 |
|
|
2023
Q3 | $588K | Buy |
4,029
+94
| +2% | +$13.7K | 0.15% | 73 |
|
|
2023
Q2 | $597K | Buy |
3,935
+208
| +6% | +$31.6K | 0.15% | 74 |
|
|
2023
Q1 | $554K | Buy |
3,727
+139
| +4% | +$20.7K | 0.15% | 75 |
|
|
2022
Q4 | $544K | Buy |
3,588
+334
| +10% | +$50.6K | 0.16% | 66 |
|
|
2022
Q3 | $411K | Buy |
3,254
+87
| +3% | +$11K | 0.14% | 80 |
|
|
2022
Q2 | $455K | Buy |
3,167
+137
| +5% | +$19.7K | 0.15% | 72 |
|
|
2022
Q1 | $463K | Buy |
3,030
+1,545
| +104% | +$236K | 0.14% | 73 |
|
|
2021
Q4 | $243K | Sell |
1,485
-3,454
| -70% | -$565K | 0.07% | 105 |
|
|
2021
Q3 | $691K | Buy |
4,939
+647
| +15% | +$90.5K | 0.24% | 55 |
|
|
2021
Q2 | $579K | Buy |
4,292
+461
| +12% | +$62.2K | 0.21% | 55 |
|
|
2021
Q1 | $519K | Buy |
+3,831
| New | +$519K | 0.22% | 57 |
|