CWS
Cypress Wealth Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
3,022
-3
| -0.1% | -$478 | 0.09% | 175 |
|
|
2025
Q1 | $516K | Buy |
3,025
+112
| +4% | +$19.1K | 0.1% | 153 |
|
|
2024
Q4 | $488K | Buy |
2,913
+28
| +1% | +$4.69K | 0.1% | 158 |
|
|
2024
Q3 | $500K | Buy |
2,885
+178
| +7% | +$30.8K | 0.1% | 153 |
|
|
2024
Q2 | $446K | Sell |
2,707
-1,379
| -34% | -$227K | 0.1% | 154 |
|
|
2024
Q1 | $663K | Buy |
4,086
+297
| +8% | +$48.2K | 0.15% | 110 |
|
|
2023
Q4 | $555K | Sell |
3,789
-73
| -2% | -$10.7K | 0.14% | 132 |
|
|
2023
Q3 | $563K | Sell |
3,862
-1,852
| -32% | -$270K | 0.16% | 118 |
|
|
2023
Q2 | $851K | Buy |
5,714
+651
| +13% | +$97K | 0.22% | 87 |
|
|
2023
Q1 | $753K | Buy |
5,063
+116
| +2% | +$17.2K | 0.22% | 88 |
|
|
2022
Q4 | $750K | Buy |
4,947
+84
| +2% | +$12.7K | 0.24% | 87 |
|
|
2022
Q3 | $604K | Sell |
4,863
-351
| -7% | -$43.6K | 0.21% | 95 |
|
|
2022
Q2 | $750K | Buy |
5,214
+725
| +16% | +$104K | 0.24% | 83 |
|
|
2022
Q1 | $686K | Buy |
4,489
+489
| +12% | +$74.7K | 0.19% | 91 |
|
|
2021
Q4 | $654K | Buy |
4,000
+91
| +2% | +$14.9K | 0.18% | 90 |
|
|
2021
Q3 | $546K | Sell |
3,909
-1,253
| -24% | -$175K | 0.16% | 98 |
|
|
2021
Q2 | $696K | Sell |
5,162
-541
| -9% | -$72.9K | 0.19% | 94 |
|
|
2021
Q1 | $772K | Sell |
5,703
-222
| -4% | -$30.1K | 0.16% | 110 |
|
|
2020
Q4 | $824K | Buy |
+5,925
| New | +$824K | 0.18% | 92 |
|
|
2020
Q3 | – | Sell |
-65,558
| Closed | -$7.84M | – | 178 |
|
|
2020
Q2 | $7.84M | Buy |
65,558
+214
| +0.3% | +$25.6K | 1.87% | 8 |
|
|
2020
Q1 | $7.19M | Sell |
65,344
-438
| -0.7% | -$48.2K | 2.12% | 6 |
|
|
2019
Q4 | $8.22M | Buy |
65,782
+133
| +0.2% | +$16.6K | 2.07% | 4 |
|
|
2019
Q3 | $8.17M | Sell |
65,649
-953
| -1% | -$119K | 2.24% | 3 |
|
|
2019
Q2 | $7.3M | Buy |
66,602
+210
| +0.3% | +$23K | 2.11% | 4 |
|
|
2019
Q1 | $6.91M | Buy |
66,392
+2,436
| +4% | +$253K | 2.19% | 4 |
|
|
2018
Q4 | $5.88M | Sell |
63,956
-209
| -0.3% | -$19.2K | 2.33% | 2 |
|
|
2018
Q3 | $5.34M | Sell |
64,165
-463
| -0.7% | -$38.5K | 1.91% | 11 |
|
|
2018
Q2 | $5.05M | Sell |
64,628
-103
| -0.2% | -$8.04K | 1.92% | 11 |
|
|
2018
Q1 | $5.13M | Sell |
64,731
-380
| -0.6% | -$30.1K | 2.19% | 5 |
|
|
2017
Q4 | $5.98M | Buy |
+65,111
| New | +$5.98M | 2.48% | 3 |
|