EWM
Edge Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Sell |
58,383
-71
| -0.1% | -$11.3K | 1.79% | 22 |
|
|
2025
Q1 | $9.96M | Buy |
58,454
+1,144
| +2% | +$195K | 2.02% | 21 |
|
|
2024
Q4 | $9.61M | Sell |
57,310
-629
| -1% | -$105K | 1.94% | 22 |
|
|
2024
Q3 | $10M | Sell |
57,939
-305
| -0.5% | -$52.8K | 2.01% | 22 |
|
|
2024
Q2 | $9.61M | Sell |
58,244
-1,111
| -2% | -$183K | 2.02% | 20 |
|
|
2024
Q1 | $9.63M | Buy |
59,355
+198
| +0.3% | +$32.1K | 2.02% | 20 |
|
|
2023
Q4 | $8.67M | Sell |
59,157
-344
| -0.6% | -$50.4K | 1.9% | 20 |
|
|
2023
Q3 | $8.68M | Sell |
59,501
-1,598
| -3% | -$233K | 2.03% | 20 |
|
|
2023
Q2 | $9.27M | Buy |
61,099
+1,412
| +2% | +$214K | 2.02% | 21 |
|
|
2023
Q1 | $8.86M | Sell |
59,687
-701
| -1% | -$104K | 2.03% | 20 |
|
|
2022
Q4 | $9.09M | Sell |
60,388
-4,537
| -7% | -$683K | 2.11% | 20 |
|
|
2022
Q3 | $8.28M | Buy |
64,925
+1,122
| +2% | +$143K | 1.83% | 21 |
|
|
2022
Q2 | $9.17M | Sell |
63,803
-524
| -0.8% | -$75.3K | 1.98% | 19 |
|
|
2022
Q1 | $9.83M | Buy |
64,327
+165
| +0.3% | +$25.2K | 1.94% | 21 |
|
|
2021
Q4 | $10.5M | Buy |
64,162
+832
| +1% | +$136K | 1.92% | 22 |
|
|
2021
Q3 | $8.85M | Buy |
63,330
+1,879
| +3% | +$263K | 1.73% | 21 |
|
|
2021
Q2 | $8.28M | Sell |
61,451
-379
| -0.6% | -$51.1K | 1.68% | 22 |
|
|
2021
Q1 | $8.37M | Buy |
61,830
+7,003
| +13% | +$948K | 1.78% | 20 |
|
|
2020
Q4 | $7.59M | Buy |
54,827
+9,394
| +21% | +$1.3M | 1.72% | 24 |
|
|
2020
Q3 | $6.32M | Sell |
45,433
-1,105
| -2% | -$154K | 1.45% | 25 |
|
|
2020
Q2 | $5.57M | Buy |
46,538
+4,504
| +11% | +$539K | 1.06% | 31 |
|
|
2020
Q1 | $4.64M | Buy |
42,034
+4,983
| +13% | +$550K | 1.01% | 33 |
|
|
2019
Q4 | $4.61M | Buy |
37,051
+346
| +0.9% | +$43K | 0.92% | 33 |
|
|
2019
Q3 | $4.57M | Sell |
36,705
-1,906
| -5% | -$237K | 1.05% | 28 |
|
|
2019
Q2 | $4.23M | Sell |
38,611
-64,740
| -63% | -$7.09M | 0.94% | 29 |
|
|
2019
Q1 | $10.7M | Sell |
103,351
-12,911
| -11% | -$1.34M | 2.64% | 12 |
|
|
2018
Q4 | $10.7M | Sell |
116,262
-11,475
| -9% | -$1.05M | 3.01% | 13 |
|
|
2018
Q3 | $10.6M | Buy |
127,737
+1,375
| +1% | +$114K | 2.55% | 14 |
|
|
2018
Q2 | $9.86M | Buy |
126,362
+16,605
| +15% | +$1.3M | 2.51% | 12 |
|
|
2018
Q1 | $8.7M | Buy |
109,757
+108,117
| +6,593% | +$8.57M | 2.31% | 16 |
|
|
2017
Q4 | $151K | Hold |
1,640
| – | – | 0.04% | 143 |
|
|
2017
Q3 | $149K | Hold |
1,640
| – | – | 0.05% | 142 |
|
|
2017
Q2 | $144K | Hold |
1,640
| – | – | 0.05% | 146 |
|
|
2017
Q1 | $148K | Buy |
1,640
+240
| +17% | +$21.7K | 0.05% | 136 |
|
|
2016
Q4 | $118K | Sell |
1,400
-30
| -2% | -$2.53K | 0.04% | 138 |
|
|
2016
Q3 | $128K | Sell |
1,430
-79,639
| -98% | -$7.13M | 0.05% | 123 |
|
|
2016
Q2 | $6.87M | Buy |
81,069
+380
| +0.5% | +$32.2K | 2.86% | 10 |
|
|
2016
Q1 | $6.64M | Sell |
80,689
-4,515
| -5% | -$372K | 3.01% | 9 |
|
|
2015
Q4 | $6.8M | Sell |
85,204
-3,672
| -4% | -$293K | 2.56% | 11 |
|
|
2015
Q3 | $6.39M | Buy |
88,876
+88,828
| +185,058% | +$6.39M | 2.41% | 12 |
|
|
2015
Q2 | $4K | Sell |
48
-150
| -76% | -$12.5K | ﹤0.01% | 359 |
|
|
2015
Q1 | $16K | Buy |
198
+150
| +313% | +$12.1K | 0.01% | 265 |
|
|
2014
Q4 | $4K | Sell |
48
-89,884
| -100% | -$7.49M | ﹤0.01% | 357 |
|
|
2014
Q3 | $7.54M | Sell |
89,932
-1,939
| -2% | -$163K | 2.9% | 13 |
|
|
2014
Q2 | $7.22M | Buy |
91,871
+10,170
| +12% | +$799K | 3% | 13 |
|
|
2014
Q1 | $6.59M | Buy |
81,701
+3,833
| +5% | +$309K | 2.76% | 15 |
|
|
2013
Q4 | $6.34M | Buy |
77,868
+2,053
| +3% | +$167K | 2.93% | 14 |
|
|
2013
Q3 | $5.73M | Sell |
75,815
-1,807
| -2% | -$137K | 3.5% | 11 |
|
|
2013
Q2 | $6.01M | Buy |
+77,622
| New | +$6.01M | 4.02% | 8 |
|