Elk River Wealth Management’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 | $1.12M | Hold |
7,018
| – | – | 0.19% | 49 |
|
|
2025
Q1 | $1.2M | Sell |
7,018
-121
| -2% | -$20.6K | 0.22% | 48 |
|
|
2024
Q4 | $1.2M | Hold |
7,139
| – | – | 0.22% | 48 |
|
|
2024
Q3 | $1.24M | Hold |
7,139
| – | – | 0.22% | 49 |
|
|
2024
Q2 | $1.18M | Hold |
7,139
| – | – | 0.23% | 48 |
|
|
2024
Q1 | $1.16M | Sell |
7,139
-1,206
| -14% | -$196K | 0.24% | 48 |
|
|
2023
Q4 | $1.22M | Buy |
8,345
+60
| +0.7% | +$8.79K | 0.24% | 52 |
|
|
2023
Q3 | $1.21M | Sell |
8,285
-105
| -1% | -$15.3K | 0.27% | 49 |
|
|
2023
Q2 | $1.27M | Hold |
8,390
| – | – | 0.27% | 48 |
|
|
2023
Q1 | $1.25M | Sell |
8,390
-105
| -1% | -$15.6K | 0.28% | 48 |
|
|
2022
Q4 | $1.29M | Sell |
8,495
-110
| -1% | -$16.7K | 0.31% | 53 |
|
|
2022
Q3 | $1.09M | Sell |
8,605
-75
| -0.9% | -$9.47K | 0.29% | 54 |
|
|
2022
Q2 | $1.25M | Hold |
8,680
| – | – | 0.32% | 56 |
|
|
2022
Q1 | $1.33M | Sell |
8,680
-103
| -1% | -$15.7K | 0.29% | 56 |
|
|
2021
Q4 | $1.44M | Buy |
8,783
+45
| +0.5% | +$7.36K | 0.33% | 54 |
|
|
2021
Q3 | $1.22M | Sell |
8,738
-220
| -2% | -$30.8K | 0.31% | 55 |
|
|
2021
Q2 | $1.21M | Sell |
8,958
-83
| -0.9% | -$11.2K | 0.31% | 57 |
|
|
2021
Q1 | $1.22M | Buy |
9,041
+45
| +0.5% | +$6.09K | 0.35% | 57 |
|
|
2020
Q4 | $1.25M | Buy |
+8,996
| New | +$1.25M | 0.41% | 58 |
|