CLA (CliftonLarsonAllen) Wealth Advisors’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
Q1 | $4.97M | Buy |
34,432
+1,324
| +4% | +$201K | 0.07% | 95 |
|
|
2025
Q4 | $4.74M | Buy |
33,108
+3,533
| +12% | +$521K | 0.07% | 92 |
|
|
2025
Q3 | $4.54M | Sell |
29,575
-9,758
| -25% | -$1.52M | 0.07% | 91 |
|
|
2025
Q2 | $6.27M | Buy |
39,333
+6,009
| +18% | +$981K | 0.11% | 74 |
|
|
2025
Q1 | $5.68M | Sell |
33,324
-13,888
| -29% | -$2.33M | 0.11% | 75 |
|
|
2024
Q4 | $7.92M | Buy |
47,212
+979
| +2% | +$167K | 0.15% | 59 |
|
|
2024
Q3 | $8.01M | Buy |
46,233
+14,290
| +45% | +$2.43M | 0.18% | 59 |
|
|
2024
Q2 | $5.27M | Buy |
31,943
+2,637
| +9% | +$431K | 0.11% | 64 |
|
|
2024
Q1 | $4.75M | Buy |
29,306
+7,477
| +34% | +$1.17M | 0.11% | 67 |
|
|
2023
Q4 | $3.2M | Buy |
21,829
+1,876
| +9% | +$278K | 0.08% | 80 |
|
|
2023
Q3 | $2.91M | Sell |
19,953
-2,424
| -11% | -$370K | 0.08% | 76 |
|
|
2023
Q2 | $3.4M | Buy |
22,377
+2,103
| +10% | +$317K | 0.1% | 71 |
|
|
2023
Q1 | $3.01M | Buy |
20,274
+4,127
| +26% | +$590K | 0.09% | 77 |
|
|
2022
Q4 | $2.45M | Sell |
16,147
-922
| -5% | -$129K | 0.09% | 92 |
|
|
2022
Q3 | $2.15M | Sell |
17,069
-582
| -3% | -$82.7K | 0.27% | 41 |
|
|
2022
Q2 | $2.54M | Sell |
17,651
-27
| -0.2% | -$4.06K | 0.11% | 77 |
|
|
2022
Q1 | $2.7M | Sell |
17,678
-1,320
| -7% | -$207K | 0.1% | 84 |
|
|
2021
Q4 | $3.11M | Buy |
18,998
+268
| +1% | +$39.8K | 0.11% | 75 |
|
|
2021
Q3 | $2.62M | Buy |
18,730
+96
| +0.5% | +$13.6K | 0.1% | 85 |
|
|
2021
Q2 | $2.51M | Buy |
18,634
+59
| +0.3% | +$7.98K | 0.1% | 88 |
|
|
2021
Q1 | $2.52M | Sell |
18,575
-311
| -2% | -$40.6K | 0.12% | 84 |
|
|
2020
Q4 | $2.63M | Sell |
18,886
-466
| -2% | -$65.1K | 0.13% | 76 |
|
|
2020
Q3 | $2.69M | Sell |
19,352
-141
| -0.7% | -$18.7K | 0.15% | 74 |
|
|
2020
Q2 | $2.33M | Buy |
+19,493
| New | +$2.27M | 0.14% | 75 |
|
|
2019
Q4 | $2.35M | Buy |
18,779
+370
| +2% | +$45.3K | 0.19% | 67 |
|
|
2019
Q3 | $2.29M | Buy |
18,409
+7,256
| +65% | +$857K | 0.2% | 65 |
|
|
2019
Q2 | $1.22M | Sell |
11,153
-1,729
| -13% | -$184K | 0.12% | 74 |
|
|
2019
Q1 | $1.34M | Sell |
12,882
-1,274
| -9% | -$124K | 0.15% | 68 |
|
|
2018
Q4 | $1.3M | Buy |
14,156
+1,629
| +13% | +$146K | 0.13% | 88 |
|
|
2018
Q3 | $1.04M | Sell |
12,527
-12
| -0.1% | -$981 | 0.1% | 87 |
|
|
2018
Q2 | $979K | Buy |
12,539
+661
| +6% | +$49.7K | 0.1% | 89 |
|
|
2018
Q1 | $942K | Buy |
11,878
+325
| +3% | +$27.1K | 0.09% | 92 |
|
|
2017
Q4 | $1.06M | Sell |
11,553
-7,706
| -40% | -$693K | 0.11% | 84 |
|
|
2017
Q3 | $1.75M | Sell |
19,259
-413
| -2% | -$37.6K | 0.19% | 65 |
|
|
2017
Q2 | $1.71M | Buy |
19,672
+129
| +0.7% | +$11.4K | 0.19% | 66 |
|
|
2017
Q1 | $1.76M | Buy |
19,543
+190
| +1% | +$16.8K | 0.2% | 64 |
|
|
2016
Q4 | $1.63M | Buy |
19,353
+2,293
| +13% | +$195K | 0.19% | 66 |
|
|
2016
Q3 | $1.53M | Buy |
17,060
+3,920
| +30% | +$340K | 0.19% | 66 |
|
|
2016
Q2 | $1.11M | Buy |
13,140
+2,812
| +27% | +$231K | 0.16% | 71 |
|
|
2016
Q1 | $850K | Buy |
+10,328
| New | +$832K | 0.13% | 77 |
|
|
2015
Q3 | – | Sell |
-7,464
| Closed | -$584K | – | 147 |
|
|
2015
Q2 | $584K | Buy |
+7,464
| New | +$601K | 0.12% | 97 |
|
Other funds holding PG
VCM
VPM
