EWA
EP Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
161,915
+54,391
| +51% | +$8.67M | 0.17% | 101 |
|
|
2025
Q1 | $18.3M | Buy |
107,524
+937
| +0.9% | +$160K | 0.15% | 116 |
|
|
2024
Q4 | $17.9M | Buy |
106,587
+3,163
| +3% | +$530K | 0.15% | 111 |
|
|
2024
Q3 | $17.9M | Buy |
103,424
+5,177
| +5% | +$897K | 0.15% | 112 |
|
|
2024
Q2 | $16.2M | Buy |
98,247
+17,777
| +22% | +$2.93M | 0.17% | 99 |
|
|
2024
Q1 | $13.1M | Buy |
80,470
+1,698
| +2% | +$276K | 0.15% | 97 |
|
|
2023
Q4 | $11.5M | Buy |
78,772
+2,523
| +3% | +$370K | 0.15% | 100 |
|
|
2023
Q3 | $11.1M | Buy |
76,249
+71,000
| +1,353% | +$10.4M | 0.17% | 94 |
|
|
2023
Q2 | $11.2M | Sell |
5,249
-14,371
| -73% | -$30.8M | 0.16% | 95 |
|
|
2023
Q1 | $718K | Sell |
19,620
-39,297
| -67% | -$1.44M | 0.01% | 349 |
|
|
2022
Q4 | $8.93M | Sell |
58,917
-2,206
| -4% | -$334K | 0.16% | 94 |
|
|
2022
Q3 | $7.72M | Buy |
61,123
+22,673
| +59% | +$2.86M | 0.18% | 92 |
|
|
2022
Q2 | $5.53M | Buy |
38,450
+7,083
| +23% | +$1.02M | 0.12% | 101 |
|
|
2022
Q1 | $4.79M | Sell |
31,367
-710
| -2% | -$108K | 0.11% | 116 |
|
|
2021
Q4 | $5.25M | Sell |
32,077
-373
| -1% | -$61K | 0.12% | 100 |
|
|
2021
Q3 | $4.54M | Buy |
32,450
+2,430
| +8% | +$340K | 0.12% | 95 |
|
|
2021
Q2 | $4.05M | Sell |
30,020
-385
| -1% | -$52K | 0.11% | 120 |
|
|
2021
Q1 | $4.12M | Buy |
30,405
+2,470
| +9% | +$335K | 0.13% | 108 |
|
|
2020
Q4 | $3.89M | Buy |
27,935
+1,615
| +6% | +$225K | 0.14% | 92 |
|
|
2020
Q3 | $3.66M | Sell |
26,320
-595
| -2% | -$82.7K | 0.16% | 79 |
|
|
2020
Q2 | $3.22M | Sell |
26,915
-2,932
| -10% | -$351K | 0.14% | 89 |
|
|
2020
Q1 | $3.28M | Sell |
29,847
-259
| -0.9% | -$28.5K | 0.16% | 94 |
|
|
2019
Q4 | $3.76M | Buy |
30,106
+3,193
| +12% | +$399K | 0.15% | 94 |
|
|
2019
Q3 | $3.35M | Buy |
26,913
+3,427
| +15% | +$426K | 0.17% | 76 |
|
|
2019
Q2 | $2.58M | Buy |
23,486
+2,114
| +10% | +$232K | 0.16% | 68 |
|
|
2019
Q1 | $2.22M | Sell |
21,372
-423
| -2% | -$44K | 0.21% | 73 |
|
|
2018
Q4 | $2M | Buy |
21,795
+1,276
| +6% | +$117K | 0.15% | 81 |
|
|
2018
Q3 | $1.71M | Buy |
20,519
+9,825
| +92% | +$818K | 0.13% | 85 |
|
|
2018
Q2 | $835K | Sell |
10,694
-498
| -4% | -$38.9K | 0.08% | 96 |
|
|
2018
Q1 | $887K | Buy |
11,192
+1,254
| +13% | +$99.4K | 0.09% | 100 |
|
|
2017
Q4 | $913K | Buy |
9,938
+89
| +0.9% | +$8.18K | 0.1% | 83 |
|
|
2017
Q3 | $896K | Buy |
9,849
+144
| +1% | +$13.1K | 0.1% | 83 |
|
|
2017
Q2 | $846K | Sell |
9,705
-601
| -6% | -$52.4K | 0.1% | 86 |
|
|
2017
Q1 | $926K | Sell |
10,306
-97
| -0.9% | -$8.72K | 0.13% | 62 |
|
|
2016
Q4 | $764K | Buy |
10,403
+603
| +6% | +$44.3K | 0.11% | 67 |
|
|
2016
Q3 | $880K | Sell |
9,800
-120
| -1% | -$10.8K | 0.14% | 56 |
|
|
2016
Q2 | $840K | Buy |
9,920
+278
| +3% | +$23.5K | 0.13% | 57 |
|
|
2016
Q1 | $794K | Buy |
9,642
+36
| +0.4% | +$2.97K | 0.12% | 63 |
|
|
2015
Q4 | $763K | Buy |
9,606
+1,234
| +15% | +$98K | 0.13% | 76 |
|
|
2015
Q3 | $602K | Buy |
8,372
+318
| +4% | +$22.9K | 0.11% | 72 |
|
|
2015
Q2 | $630K | Sell |
8,054
-83,513
| -91% | -$6.53M | 0.12% | 62 |
|
|
2015
Q1 | $7.5M | Buy |
91,567
+921
| +1% | +$75.5K | 1.41% | 31 |
|
|
2014
Q4 | $8.26M | Buy |
90,646
+579
| +0.6% | +$52.7K | 1.36% | 30 |
|
|
2014
Q3 | $7.54M | Buy |
90,067
+5,377
| +6% | +$450K | 1.22% | 29 |
|
|
2014
Q2 | $6.66M | Sell |
84,690
-63,483
| -43% | -$4.99M | 1.55% | 30 |
|
|
2014
Q1 | $11.9M | Buy |
148,173
+7,520
| +5% | +$606K | 3.27% | 7 |
|
|
2013
Q4 | $11.5M | Buy |
140,653
+7,344
| +6% | +$598K | 2.97% | 8 |
|
|
2013
Q3 | $10.1M | Buy |
133,309
+7,620
| +6% | +$576K | 3.17% | 7 |
|
|
2013
Q2 | $9.68M | Buy |
+125,689
| New | +$9.68M | 3.49% | 8 |
|