EWA
Etesian Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
2,004
-550
| -22% | -$87.6K | 0.12% | 111 |
|
|
2025
Q1 | $435K | Sell |
2,554
-507
| -17% | -$86.4K | 0.19% | 100 |
|
|
2024
Q4 | $513K | Sell |
3,061
-702
| -19% | -$118K | 0.23% | 98 |
|
|
2024
Q3 | $652K | Sell |
3,763
-757
| -17% | -$131K | 0.3% | 87 |
|
|
2024
Q2 | $745K | Sell |
4,520
-355
| -7% | -$58.5K | 0.42% | 75 |
|
|
2024
Q1 | $791K | Sell |
4,875
-65
| -1% | -$10.5K | 0.45% | 68 |
|
|
2023
Q4 | $720K | Sell |
4,940
-90
| -2% | -$13.1K | 0.43% | 69 |
|
|
2023
Q3 | $734K | Sell |
5,030
-704
| -12% | -$103K | 0.49% | 67 |
|
|
2023
Q2 | $870K | Sell |
5,734
-11
| -0.2% | -$1.67K | 0.57% | 59 |
|
|
2023
Q1 | $854K | Buy |
5,745
+102
| +2% | +$15.2K | 0.57% | 59 |
|
|
2022
Q4 | $855K | Buy |
+5,643
| New | +$855K | 0.62% | 57 |
|