CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
39,333
+6,009
| +18% | +$957K | 0.11% | 74 |
|
|
2025
Q1 | $5.68M | Sell |
33,324
-13,888
| -29% | -$2.37M | 0.11% | 75 |
|
|
2024
Q4 | $7.92M | Buy |
47,212
+979
| +2% | +$164K | 0.15% | 59 |
|
|
2024
Q3 | $8.01M | Buy |
46,233
+14,290
| +45% | +$2.48M | 0.18% | 59 |
|
|
2024
Q2 | $5.27M | Buy |
31,943
+2,637
| +9% | +$435K | 0.11% | 64 |
|
|
2024
Q1 | $4.75M | Buy |
29,306
+7,477
| +34% | +$1.21M | 0.11% | 67 |
|
|
2023
Q4 | $3.2M | Buy |
21,829
+1,876
| +9% | +$275K | 0.08% | 80 |
|
|
2023
Q3 | $2.91M | Sell |
19,953
-2,424
| -11% | -$354K | 0.08% | 76 |
|
|
2023
Q2 | $3.4M | Buy |
22,377
+2,103
| +10% | +$319K | 0.1% | 71 |
|
|
2023
Q1 | $3.01M | Buy |
20,274
+4,127
| +26% | +$614K | 0.09% | 77 |
|
|
2022
Q4 | $2.45M | Sell |
16,147
-922
| -5% | -$140K | 0.09% | 92 |
|
|
2022
Q3 | $2.16M | Sell |
17,069
-582
| -3% | -$73.5K | 0.27% | 41 |
|
|
2022
Q2 | $2.54M | Sell |
17,651
-27
| -0.2% | -$3.88K | 0.11% | 77 |
|
|
2022
Q1 | $2.7M | Sell |
17,678
-1,320
| -7% | -$202K | 0.1% | 84 |
|
|
2021
Q4 | $3.11M | Buy |
18,998
+268
| +1% | +$43.8K | 0.11% | 75 |
|
|
2021
Q3 | $2.62M | Buy |
18,730
+96
| +0.5% | +$13.4K | 0.1% | 85 |
|
|
2021
Q2 | $2.51M | Buy |
18,634
+59
| +0.3% | +$7.96K | 0.1% | 88 |
|
|
2021
Q1 | $2.52M | Sell |
18,575
-311
| -2% | -$42.1K | 0.12% | 84 |
|
|
2020
Q4 | $2.63M | Sell |
18,886
-466
| -2% | -$64.8K | 0.13% | 76 |
|
|
2020
Q3 | $2.69M | Sell |
19,352
-141
| -0.7% | -$19.6K | 0.15% | 74 |
|
|
2020
Q2 | $2.33M | Buy |
+19,493
| New | +$2.33M | 0.14% | 75 |
|
|
2019
Q4 | $2.35M | Buy |
18,779
+370
| +2% | +$46.2K | 0.19% | 67 |
|
|
2019
Q3 | $2.29M | Buy |
18,409
+7,256
| +65% | +$903K | 0.2% | 65 |
|
|
2019
Q2 | $1.22M | Sell |
11,153
-1,729
| -13% | -$190K | 0.12% | 74 |
|
|
2019
Q1 | $1.34M | Sell |
12,882
-1,274
| -9% | -$133K | 0.15% | 68 |
|
|
2018
Q4 | $1.3M | Buy |
14,156
+1,629
| +13% | +$150K | 0.13% | 88 |
|
|
2018
Q3 | $1.04M | Sell |
12,527
-12
| -0.1% | -$999 | 0.1% | 87 |
|
|
2018
Q2 | $979K | Buy |
12,539
+661
| +6% | +$51.6K | 0.1% | 89 |
|
|
2018
Q1 | $942K | Buy |
11,878
+325
| +3% | +$25.8K | 0.09% | 92 |
|
|
2017
Q4 | $1.06M | Sell |
11,553
-7,706
| -40% | -$708K | 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% | +$11.2K | 0.19% | 66 |
|
|
2017
Q1 | $1.76M | Buy |
19,543
+190
| +1% | +$17.1K | 0.2% | 64 |
|
|
2016
Q4 | $1.63M | Buy |
19,353
+2,293
| +13% | +$193K | 0.19% | 66 |
|
|
2016
Q3 | $1.53M | Buy |
17,060
+3,920
| +30% | +$352K | 0.19% | 66 |
|
|
2016
Q2 | $1.11M | Buy |
13,140
+2,812
| +27% | +$238K | 0.16% | 71 |
|
|
2016
Q1 | $850K | Buy |
+10,328
| New | +$850K | 0.13% | 77 |
|
|
2015
Q3 | – | Sell |
-7,464
| Closed | -$584K | – | 147 |
|
|
2015
Q2 | $584K | Buy |
+7,464
| New | +$584K | 0.12% | 97 |
|