Delap Wealth Advisory’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,598
| Closed | -$268K | – | 81 |
|
|
2024
Q4 | $268K | Buy |
1,598
+431
| +37% | +$72.2K | 0.16% | 65 |
|
|
2024
Q3 | $202K | Sell |
1,167
-243
| -17% | -$42.1K | 0.13% | 62 |
|
|
2024
Q2 | $232K | Sell |
1,410
-2,275
| -62% | -$375K | 0.11% | 98 |
|
|
2024
Q1 | $598K | Sell |
3,685
-17
| -0.5% | -$2.76K | 0.24% | 61 |
|
|
2023
Q4 | $542K | Buy |
3,702
+2,316
| +167% | +$339K | 0.25% | 48 |
|
|
2023
Q3 | $202K | Sell |
1,386
-1
| -0.1% | -$146 | 0.2% | 53 |
|
|
2023
Q2 | $210K | Buy |
1,387
+1
| +0.1% | +$152 | 0.21% | 46 |
|
|
2023
Q1 | $206K | Sell |
1,386
-202
| -13% | -$30K | 0.21% | 51 |
|
|
2022
Q4 | $241K | Buy |
+1,588
| New | +$241K | 0.25% | 58 |
|