Encompass Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.13M | Sell |
|
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.07M | Sell |
|
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|
2023
Q4 | $970K | Hold |
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|
2023
Q3 | $965K | Hold |
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|
2023
Q2 | $1M | Sell |
|
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|
2023
Q1 | $986K | Buy |
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|
2022
Q4 | $989K | Hold |
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|
2022
Q3 | $824K | Sell |
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|
2022
Q2 | $941K | Sell |
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|
2022
Q1 | $1.05M | Hold |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $976K | Sell |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.2M | Buy |
|