Clarity 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 | $394K | Sell |
2,474
-385
| -13% | -$61.3K | 0.1% | 73 |
|
|
2025
Q1 | $487K | Sell |
2,859
-537
| -16% | -$91.5K | 0.14% | 57 |
|
|
2024
Q4 | $569K | Sell |
3,396
-5
| -0.1% | -$838 | 0.16% | 55 |
|
|
2024
Q3 | $589K | Buy |
3,401
+173
| +5% | +$30K | 0.17% | 51 |
|
|
2024
Q2 | $532K | Sell |
3,228
-66
| -2% | -$10.9K | 0.17% | 51 |
|
|
2024
Q1 | $534K | Buy |
3,294
+156
| +5% | +$25.3K | 0.18% | 48 |
|
|
2023
Q4 | $460K | Hold |
3,138
| – | – | 0.17% | 53 |
|
|
2023
Q3 | $458K | Hold |
3,138
| – | – | 0.21% | 45 |
|
|
2023
Q2 | $476K | Sell |
3,138
-512
| -14% | -$77.7K | 0.21% | 45 |
|
|
2023
Q1 | $543K | Sell |
3,650
-320
| -8% | -$47.6K | 0.28% | 41 |
|
|
2022
Q4 | $602K | Hold |
3,970
| – | – | 0.35% | 39 |
|
|
2022
Q3 | $501K | Sell |
3,970
-394
| -9% | -$49.7K | 0.3% | 39 |
|
|
2022
Q2 | $627K | Sell |
4,364
-682
| -14% | -$98K | 0.36% | 37 |
|
|
2022
Q1 | $771K | Sell |
5,046
-205
| -4% | -$31.3K | 0.37% | 36 |
|
|
2021
Q4 | $858K | Buy |
5,251
+93
| +2% | +$15.2K | 0.4% | 37 |
|
|
2021
Q3 | $721K | Sell |
5,158
-345
| -6% | -$48.2K | 0.36% | 41 |
|
|
2021
Q2 | $742K | Hold |
5,503
| – | – | 0.39% | 39 |
|
|
2021
Q1 | $745K | Sell |
5,503
-544
| -9% | -$73.6K | 0.42% | 39 |
|
|
2020
Q4 | $841K | Sell |
6,047
-239
| -4% | -$33.2K | 0.51% | 37 |
|
|
2020
Q3 | $873K | Sell |
6,286
-352
| -5% | -$48.9K | 0.63% | 33 |
|
|
2020
Q2 | $793K | Sell |
6,638
-218
| -3% | -$26K | 0.63% | 36 |
|
|
2020
Q1 | $754K | Sell |
6,856
-63
| -0.9% | -$6.93K | 0.78% | 27 |
|
|
2019
Q4 | $864K | Buy |
+6,919
| New | +$864K | 0.73% | 29 |
|