CWS Financial 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 | $1.86M | Sell |
11,676
-165
| -1% | -$26.3K | 0.54% | 28 |
|
|
2025
Q1 | $2.02M | Sell |
11,841
-1,826
| -13% | -$311K | 0.64% | 25 |
|
|
2024
Q4 | $2.29M | Sell |
13,667
-772
| -5% | -$129K | 0.74% | 19 |
|
|
2024
Q3 | $2.5M | Buy |
14,439
+162
| +1% | +$28.1K | 0.89% | 15 |
|
|
2024
Q2 | $2.35M | Buy |
14,277
+2,956
| +26% | +$488K | 0.93% | 15 |
|
|
2024
Q1 | $1.84M | Sell |
11,321
-2,049
| -15% | -$332K | 0.75% | 17 |
|
|
2023
Q4 | $1.96M | Sell |
13,370
-544
| -4% | -$79.7K | 0.74% | 18 |
|
|
2023
Q3 | $2.03M | Sell |
13,914
-140
| -1% | -$20.4K | 0.81% | 19 |
|
|
2023
Q2 | $2.13M | Sell |
14,054
-197
| -1% | -$29.9K | 0.81% | 19 |
|
|
2023
Q1 | $2.12M | Sell |
14,251
-702
| -5% | -$104K | 0.84% | 19 |
|
|
2022
Q4 | $2.03M | Sell |
14,953
-788
| -5% | -$107K | 0.87% | 11 |
|
|
2022
Q3 | $1.99M | Sell |
15,741
-105
| -0.7% | -$13.3K | 0.95% | 16 |
|
|
2022
Q2 | $2.28M | Buy |
15,846
+18
| +0.1% | +$2.59K | 1.04% | 13 |
|
|
2022
Q1 | $2.42M | Buy |
15,828
+135
| +0.9% | +$20.6K | 0.91% | 13 |
|
|
2021
Q4 | $2.57M | Buy |
+15,693
| New | +$2.57M | 0.91% | 16 |
|
|
2021
Q2 | $2.02M | Buy |
15,004
+51
| +0.3% | +$6.88K | 0.81% | 12 |
|
|
2021
Q1 | $2.03M | Sell |
14,953
-395
| -3% | -$53.5K | 0.87% | 11 |
|
|
2020
Q4 | $2.14M | Sell |
15,348
-328
| -2% | -$45.6K | 1.24% | 6 |
|
|
2020
Q3 | $2.18M | Sell |
15,676
-591
| -4% | -$82.2K | 1.45% | 6 |
|
|
2020
Q2 | $1.95M | Buy |
16,267
+10,768
| +196% | +$1.29M | 1.4% | 6 |
|
|
2020
Q1 | $687K | Hold |
5,499
| – | – | 0.51% | 31 |
|
|
2019
Q4 | $687K | Buy |
+5,499
| New | +$687K | 0.5% | 32 |
|