EP 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
Q2 | $25.8M | Buy |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $17.9M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $11.5M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $11.2M | Sell |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $8.93M | Sell |
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|
2022
Q3 | $7.72M | Buy |
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|
2022
Q2 | $5.53M | Buy |
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|
2022
Q1 | $4.79M | Sell |
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|
2021
Q4 | $5.25M | Sell |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $4.05M | Sell |
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|
2021
Q1 | $4.12M | Buy |
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|
2020
Q4 | $3.89M | Buy |
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|
2020
Q3 | $3.66M | Sell |
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|
2020
Q2 | $3.22M | Sell |
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|
2020
Q1 | $3.28M | Sell |
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|
2019
Q4 | $3.76M | Buy |
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|
2019
Q3 | $3.35M | Buy |
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|
2019
Q2 | $2.58M | Buy |
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|
2019
Q1 | $2.22M | Sell |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $835K | Sell |
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|
2018
Q1 | $887K | Buy |
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|
2017
Q4 | $913K | Buy |
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|
2017
Q3 | $896K | Buy |
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|
2017
Q2 | $846K | Sell |
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|
2017
Q1 | $926K | Sell |
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|
2016
Q4 | $764K | Buy |
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|
2016
Q3 | $880K | Sell |
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|
2016
Q2 | $840K | Buy |
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|
2016
Q1 | $794K | Buy |
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|
2015
Q4 | $763K | Buy |
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|
2015
Q3 | $602K | Buy |
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|
2015
Q2 | $630K | Sell |
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|
2015
Q1 | $7.5M | Buy |
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|
2014
Q4 | $8.26M | Buy |
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|
2014
Q3 | $7.54M | Buy |
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|
2014
Q2 | $6.66M | Sell |
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|
2014
Q1 | $11.9M | Buy |
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|
2013
Q4 | $11.5M | Buy |
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|
2013
Q3 | $10.1M | Buy |
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|
2013
Q2 | $9.68M | Buy |
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