EWM
Empirical Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
32,922
+1,244
| +4% | +$198K | 0.12% | 129 |
|
|
2025
Q1 | $5.4M | Buy |
31,678
+3,954
| +14% | +$674K | 0.14% | 123 |
|
|
2024
Q4 | $4.65M | Buy |
27,724
+769
| +3% | +$129K | 0.13% | 122 |
|
|
2024
Q3 | $4.67M | Buy |
26,955
+217
| +0.8% | +$37.6K | 0.13% | 120 |
|
|
2024
Q2 | $4.41M | Buy |
26,738
+2,975
| +13% | +$491K | 0.13% | 119 |
|
|
2024
Q1 | $3.86M | Buy |
23,763
+3,657
| +18% | +$593K | 0.12% | 123 |
|
|
2023
Q4 | $2.95M | Buy |
20,106
+111
| +0.6% | +$16.3K | 0.1% | 132 |
|
|
2023
Q3 | $2.92M | Buy |
19,995
+40
| +0.2% | +$5.83K | 0.11% | 122 |
|
|
2023
Q2 | $3.03M | Sell |
19,955
-731
| -4% | -$111K | 0.12% | 121 |
|
|
2023
Q1 | $3.08M | Sell |
20,686
-688
| -3% | -$102K | 0.13% | 111 |
|
|
2022
Q4 | $3.24M | Sell |
21,374
-932
| -4% | -$141K | 0.15% | 105 |
|
|
2022
Q3 | $2.82M | Buy |
22,306
+1,249
| +6% | +$158K | 0.15% | 102 |
|
|
2022
Q2 | $3.03M | Sell |
21,057
-3,152
| -13% | -$453K | 0.16% | 98 |
|
|
2022
Q1 | $3.7M | Sell |
24,209
-5,781
| -19% | -$883K | 0.18% | 85 |
|
|
2021
Q4 | $4.91M | Sell |
29,990
-147
| -0.5% | -$24K | 0.24% | 72 |
|
|
2021
Q3 | $4.21M | Buy |
30,137
+3,179
| +12% | +$444K | 0.24% | 77 |
|
|
2021
Q2 | $3.64M | Buy |
26,958
+3,921
| +17% | +$529K | 0.22% | 75 |
|
|
2021
Q1 | $3.12M | Buy |
23,037
+156
| +0.7% | +$21.1K | 0.25% | 67 |
|
|
2020
Q4 | $3.18M | Buy |
22,881
+3,525
| +18% | +$491K | 0.24% | 62 |
|
|
2020
Q3 | $2.69M | Sell |
19,356
-4,996
| -21% | -$694K | 0.23% | 62 |
|
|
2020
Q2 | $2.91M | Buy |
24,352
+1,394
| +6% | +$167K | 0.27% | 58 |
|
|
2020
Q1 | $2.53M | Buy |
22,958
+6,787
| +42% | +$746K | 0.28% | 56 |
|
|
2019
Q4 | $2.02M | Buy |
16,171
+1,360
| +9% | +$170K | 0.22% | 71 |
|
|
2019
Q3 | $1.84M | Sell |
14,811
-2,319
| -14% | -$288K | 0.22% | 72 |
|
|
2019
Q2 | $1.88M | Buy |
17,130
+1,077
| +7% | +$118K | 0.24% | 66 |
|
|
2019
Q1 | $1.67M | Buy |
16,053
+2,156
| +16% | +$224K | 0.24% | 60 |
|
|
2018
Q4 | $1.28M | Sell |
13,897
-866
| -6% | -$79.6K | 0.22% | 62 |
|
|
2018
Q3 | $1.23M | Buy |
14,763
+1,647
| +13% | +$137K | 0.22% | 56 |
|
|
2018
Q2 | $1.02M | Sell |
13,116
-23,844
| -65% | -$1.86M | 0.19% | 64 |
|
|
2018
Q1 | $2.93M | Buy |
36,960
+3,217
| +10% | +$255K | 0.58% | 25 |
|
|
2017
Q4 | $3.1M | Buy |
33,743
+23,653
| +234% | +$2.17M | 0.66% | 24 |
|
|
2017
Q3 | $918K | Buy |
10,090
+1,242
| +14% | +$113K | 0.21% | 55 |
|
|
2017
Q2 | $771K | Buy |
8,848
+436
| +5% | +$38K | 0.19% | 59 |
|
|
2017
Q1 | $756K | Sell |
8,412
-1,520
| -15% | -$137K | 0.19% | 59 |
|
|
2016
Q4 | $835K | Sell |
9,932
-99
| -1% | -$8.32K | 0.2% | 56 |
|
|
2016
Q3 | $900K | Buy |
10,031
+651
| +7% | +$58.4K | 0.24% | 53 |
|
|
2016
Q2 | $794K | Buy |
9,380
+317
| +3% | +$26.8K | 0.21% | 56 |
|
|
2016
Q1 | $746K | Sell |
9,063
-1,114
| -11% | -$91.7K | 0.18% | 62 |
|
|
2015
Q4 | $808K | Sell |
10,177
-20,330
| -67% | -$1.61M | 0.2% | 57 |
|
|
2015
Q3 | $2.2M | Buy |
30,507
+1,354
| +5% | +$97.4K | 0.52% | 24 |
|
|
2015
Q2 | $2.28M | Buy |
29,153
+19,278
| +195% | +$1.51M | 0.53% | 24 |
|
|
2015
Q1 | $809K | Buy |
9,875
+30
| +0.3% | +$2.46K | 0.19% | 52 |
|
|
2014
Q4 | $897K | Buy |
9,845
+2,683
| +37% | +$244K | 0.22% | 49 |
|
|
2014
Q3 | $600K | Buy |
7,162
+131
| +2% | +$11K | 0.15% | 63 |
|
|
2014
Q2 | $553K | Buy |
7,031
+31
| +0.4% | +$2.44K | 0.14% | 67 |
|
|
2014
Q1 | $564K | Buy |
7,000
+168
| +2% | +$13.5K | 0.15% | 64 |
|
|
2013
Q4 | $556K | Sell |
6,832
-91
| -1% | -$7.41K | 0.16% | 60 |
|
|
2013
Q3 | $523K | Sell |
6,923
-346
| -5% | -$26.1K | 0.16% | 57 |
|
|
2013
Q2 | $560K | Buy |
+7,269
| New | +$560K | 0.19% | 50 |
|