ERTS 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 | – | Sell |
-1,299
| Closed | -$221K | – | 72 |
|
|
2025
Q1 | $221K | Sell |
1,299
-1
| -0.1% | -$170 | 0.04% | 78 |
|
|
2024
Q4 | $218K | Sell |
1,300
-338
| -21% | -$56.7K | 0.04% | 84 |
|
|
2024
Q3 | $284K | Sell |
1,638
-336
| -17% | -$58.2K | 0.05% | 81 |
|
|
2024
Q2 | $326K | Sell |
1,974
-321
| -14% | -$52.9K | 0.07% | 68 |
|
|
2024
Q1 | $372K | Sell |
2,295
-98
| -4% | -$15.9K | 0.08% | 62 |
|
|
2023
Q4 | $351K | Sell |
2,393
-592
| -20% | -$86.8K | 0.08% | 58 |
|
|
2023
Q3 | $435K | Sell |
2,985
-33
| -1% | -$4.81K | 0.1% | 47 |
|
|
2023
Q2 | $458K | Sell |
3,018
-73
| -2% | -$11.1K | 0.11% | 51 |
|
|
2023
Q1 | $460K | Sell |
3,091
-681
| -18% | -$101K | 0.11% | 50 |
|
|
2022
Q4 | $572K | Buy |
3,772
+24
| +0.6% | +$3.64K | 0.15% | 53 |
|
|
2022
Q3 | $473K | Sell |
3,748
-18
| -0.5% | -$2.27K | 0.13% | 48 |
|
|
2022
Q2 | $541K | Buy |
3,766
+19
| +0.5% | +$2.73K | 0.15% | 48 |
|
|
2022
Q1 | $573K | Sell |
3,747
-1,717
| -31% | -$263K | 0.16% | 42 |
|
|
2021
Q4 | $892K | Buy |
5,464
+38
| +0.7% | +$6.2K | 0.21% | 34 |
|
|
2021
Q3 | $758K | Sell |
5,426
-40
| -0.7% | -$5.59K | 0.2% | 34 |
|
|
2021
Q2 | $738K | Sell |
5,466
-185
| -3% | -$25K | 0.2% | 39 |
|
|
2021
Q1 | $765K | Buy |
5,651
+272
| +5% | +$36.8K | 0.23% | 34 |
|
|
2020
Q4 | $748K | Sell |
5,379
-381
| -7% | -$53K | 0.24% | 35 |
|
|
2020
Q3 | $801K | Sell |
5,760
-203
| -3% | -$28.2K | 0.3% | 33 |
|
|
2020
Q2 | $713K | Sell |
5,963
-1,473
| -20% | -$176K | 0.29% | 33 |
|
|
2020
Q1 | $818K | Sell |
7,436
-173
| -2% | -$19K | 0.4% | 33 |
|
|
2019
Q4 | $950K | Sell |
7,609
-205
| -3% | -$25.6K | 0.43% | 24 |
|
|
2019
Q3 | $972K | Sell |
7,814
-595
| -7% | -$74K | 0.49% | 21 |
|
|
2019
Q2 | $922K | Hold |
8,409
| – | – | 0.51% | 27 |
|
|
2019
Q1 | $875K | Buy |
8,409
+25
| +0.3% | +$2.6K | 0.52% | 25 |
|
|
2018
Q4 | $771K | Buy |
+8,384
| New | +$771K | 0.55% | 28 |
|