Encompass 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 | $1.04M | Buy |
6,519
+7
| +0.1% | +$1.12K | 0.38% | 40 |
|
|
2025
Q1 | $1.11M | Sell |
6,512
-2
| -0% | -$341 | 0.45% | 35 |
|
|
2024
Q4 | $1.09M | Sell |
6,514
-9
| -0.1% | -$1.51K | 0.44% | 37 |
|
|
2024
Q3 | $1.13M | Sell |
6,523
-83
| -1% | -$14.4K | 0.28% | 71 |
|
|
2024
Q2 | $1.09M | Hold |
6,606
| – | – | 0.29% | 72 |
|
|
2024
Q1 | $1.07M | Sell |
6,606
-11
| -0.2% | -$1.79K | 0.28% | 75 |
|
|
2023
Q4 | $970K | Hold |
6,617
| – | – | 0.29% | 67 |
|
|
2023
Q3 | $965K | Hold |
6,617
| – | – | 0.32% | 62 |
|
|
2023
Q2 | $1M | Sell |
6,617
-11
| -0.2% | -$1.67K | 0.33% | 59 |
|
|
2023
Q1 | $986K | Buy |
6,628
+100
| +2% | +$14.9K | 0.34% | 58 |
|
|
2022
Q4 | $989K | Hold |
6,528
| – | – | 0.36% | 55 |
|
|
2022
Q3 | $824K | Sell |
6,528
-16
| -0.2% | -$2.02K | 0.31% | 61 |
|
|
2022
Q2 | $941K | Sell |
6,544
-308
| -4% | -$44.3K | 0.33% | 58 |
|
|
2022
Q1 | $1.05M | Hold |
6,852
| – | – | 0.26% | 65 |
|
|
2021
Q4 | $1.12M | Sell |
6,852
-130
| -2% | -$21.3K | 0.27% | 64 |
|
|
2021
Q3 | $976K | Sell |
6,982
-2,000
| -22% | -$280K | 0.25% | 68 |
|
|
2021
Q2 | $1.21M | Hold |
8,982
| – | – | 0.3% | 68 |
|
|
2021
Q1 | $1.21M | Buy |
8,982
+359
| +4% | +$48.3K | 0.31% | 65 |
|
|
2020
Q4 | $1.2M | Buy |
+8,623
| New | +$1.2M | 0.69% | 29 |
|