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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.54M | Sell |
|
|||||
|
2025
Q2 | $6.27M | Buy |
|
|||||
|
2025
Q1 | $5.68M | Sell |
|
|||||
|
2024
Q4 | $7.92M | Buy |
|
|||||
|
2024
Q3 | $8.01M | Buy |
|
|||||
|
2024
Q2 | $5.27M | Buy |
|
|||||
|
2024
Q1 | $4.75M | Buy |
|
|||||
|
2023
Q4 | $3.2M | Buy |
|
|||||
|
2023
Q3 | $2.91M | Sell |
|
|||||
|
2023
Q2 | $3.4M | Buy |
|
|||||
|
2023
Q1 | $3.01M | Buy |
|
|||||
|
2022
Q4 | $2.45M | Sell |
|
|||||
|
2022
Q3 | $2.15M | Sell |
|
|||||
|
2022
Q2 | $2.54M | Sell |
|
|||||
|
2022
Q1 | $2.7M | Sell |
|
|||||
|
2021
Q4 | $3.11M | Buy |
|
|||||
|
2021
Q3 | $2.62M | Buy |
|
|||||
|
2021
Q2 | $2.51M | Buy |
|
|||||
|
2021
Q1 | $2.52M | Sell |
|
|||||
|
2020
Q4 | $2.63M | Sell |
|
|||||
|
2020
Q3 | $2.69M | Sell |
|
|||||
|
2020
Q2 | $2.33M | Buy |
|
|||||
|
2019
Q4 | $2.35M | Buy |
|
|||||
|
2019
Q3 | $2.29M | Buy |
|
|||||
|
2019
Q2 | $1.22M | Sell |
|
|||||
|
2019
Q1 | $1.34M | Sell |
|
|||||
|
2018
Q4 | $1.3M | Buy |
|
|||||
|
2018
Q3 | $1.04M | Sell |
|
|||||
|
2018
Q2 | $979K | Buy |
|
|||||
|
2018
Q1 | $942K | Buy |
|
|||||
|
2017
Q4 | $1.06M | Sell |
|
|||||
|
2017
Q3 | $1.75M | Sell |
|
|||||
|
2017
Q2 | $1.71M | Buy |
|
|||||
|
2017
Q1 | $1.76M | Buy |
|
|||||
|
2016
Q4 | $1.63M | Buy |
|
|||||
|
2016
Q3 | $1.53M | Buy |
|
|||||
|
2016
Q2 | $1.11M | Buy |
|
|||||
|
2016
Q1 | $850K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $584K | Buy |
|