Core Wealth Advisors (Florida)’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 | $451K | Buy |
|
|||||
|
2025
Q2 | $405K | Buy |
|
|||||
|
2025
Q1 | $284K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $260K | Sell |
|
|||||
|
2023
Q4 | $250K | Buy |
|
|||||
|
2023
Q3 | $130K | Hold |
|
|||||
|
2023
Q2 | $135K | Buy |
|
|||||
|
2023
Q1 | $125K | Sell |
|
|||||
|
2022
Q4 | $129K | Buy |
|
|||||
|
2022
Q3 | $102K | Hold |
|
|||||
|
2022
Q2 | $116K | Hold |
|
|||||
|
2022
Q1 | $123K | Sell |
|
|||||
|
2021
Q4 | $147K | Sell |
|
|||||
|
2021
Q3 | $139K | Sell |
|
|||||
|
2021
Q2 | $136K | Sell |
|
|||||
|
2021
Q1 | $640K | Buy |
|
|||||
|
2020
Q4 | $588K | Buy |
|
|||||
|
2020
Q3 | $586K | Sell |
|
|||||
|
2020
Q2 | $524K | Buy |
|
|||||
|
2020
Q1 | $238K | Buy |
|
|||||
|
2019
Q4 | $106K | Buy |
|