Carolina Wealth Advisors’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 | $81.6K | Hold |
512
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $87.3K | Sell |
512
-198
| -28% | -$33.7K | 0.05% | 77 |
|
|
2024
Q4 | $119K | Hold |
710
| – | – | 0.06% | 76 |
|
|
2024
Q3 | $123K | Hold |
710
| – | – | 0.06% | 66 |
|
|
2024
Q2 | $117K | Hold |
710
| – | – | 0.06% | 64 |
|
|
2024
Q1 | $115K | Buy |
710
+70
| +11% | +$11.4K | 0.06% | 70 |
|
|
2023
Q4 | $93.8K | Hold |
640
| – | – | 0.05% | 88 |
|
|
2023
Q3 | $93.4K | Hold |
640
| – | – | 0.05% | 93 |
|
|
2023
Q2 | $97.1K | Hold |
640
| – | – | 0.06% | 78 |
|
|
2023
Q1 | $95.2K | Hold |
640
| – | – | 0.06% | 86 |
|
|
2022
Q4 | $97K | Sell |
640
-60
| -9% | -$9.09K | 0.06% | 81 |
|
|
2022
Q3 | $88K | Hold |
700
| – | – | 0.07% | 76 |
|
|
2022
Q2 | $101K | Hold |
700
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $107K | Hold |
700
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $115K | Hold |
700
| – | – | 0.07% | 97 |
|
|
2021
Q3 | $98K | Hold |
700
| – | – | 0.06% | 98 |
|
|
2021
Q2 | $94K | Hold |
700
| – | – | 0.06% | 108 |
|
|
2021
Q1 | $95K | Hold |
700
| – | – | 0.07% | 98 |
|
|
2020
Q4 | $97K | Buy |
+700
| New | +$97K | 0.08% | 60 |
|