Delos 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 | $159K | Buy |
+1,000
| New | +$159K | 0.12% | 59 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$168K | – | 152 |
|
|
2024
Q4 | $168K | Hold |
1,000
| – | – | 0.13% | 53 |
|
|
2024
Q3 | $173K | Sell |
1,000
-133
| -12% | -$23K | 0.15% | 58 |
|
|
2024
Q2 | $187K | Buy |
1,133
+1,000
| +752% | +$165K | 0.18% | 54 |
|
|
2024
Q1 | $21.6K | Buy |
133
+125
| +1,563% | +$20.3K | 0.02% | 86 |
|
|
2023
Q4 | $1.17K | Hold |
8
| – | – | ﹤0.01% | 175 |
|
|
2023
Q3 | $1.24K | Hold |
8
| – | – | ﹤0.01% | 203 |
|
|
2023
Q2 | $1.21K | Hold |
8
| – | – | ﹤0.01% | 204 |
|
|
2023
Q1 | $1.19K | Hold |
8
| – | – | ﹤0.01% | 214 |
|
|
2022
Q4 | $1.21K | Hold |
8
| – | – | ﹤0.01% | 225 |
|
|
2022
Q3 | $1K | Sell |
8
-233
| -97% | -$29.1K | ﹤0.01% | 263 |
|
|
2022
Q2 | $35K | Hold |
241
| – | – | 0.04% | 67 |
|
|
2022
Q1 | $37K | Sell |
241
-67
| -22% | -$10.3K | 0.04% | 79 |
|
|
2021
Q4 | $50K | Buy |
+308
| New | +$50K | 0.05% | 75 |
|