EWA
EverSource Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
12,263
-6,157
| -33% | -$981K | 0.09% | 167 |
|
|
2025
Q1 | $3.14M | Buy |
18,420
+2,838
| +18% | +$484K | 0.17% | 116 |
|
|
2024
Q4 | $2.61M | Buy |
15,582
+775
| +5% | +$130K | 0.15% | 120 |
|
|
2024
Q3 | $2.56M | Buy |
14,807
+175
| +1% | +$30.3K | 0.16% | 118 |
|
|
2024
Q2 | $2.35M | Buy |
14,632
+3,932
| +37% | +$632K | 0.16% | 121 |
|
|
2024
Q1 | $1.75M | Buy |
10,700
+3,482
| +48% | +$568K | 0.14% | 132 |
|
|
2023
Q4 | $1.06M | Buy |
7,218
+14
| +0.2% | +$2.05K | 0.1% | 160 |
|
|
2023
Q3 | $1.05M | Sell |
7,204
-205
| -3% | -$29.9K | 0.11% | 153 |
|
|
2023
Q2 | $1.12M | Buy |
7,409
+129
| +2% | +$19.6K | 0.12% | 149 |
|
|
2023
Q1 | $1.08M | Sell |
7,280
-696
| -9% | -$103K | 0.13% | 132 |
|
|
2022
Q4 | $1.21M | Buy |
7,976
+1,743
| +28% | +$264K | 0.18% | 102 |
|
|
2022
Q3 | $787K | Sell |
6,233
-1,072
| -15% | -$135K | 0.18% | 106 |
|
|
2022
Q2 | $1.05M | Buy |
7,305
+922
| +14% | +$133K | 0.27% | 70 |
|
|
2022
Q1 | $975K | Buy |
6,383
+355
| +6% | +$54.2K | 0.25% | 73 |
|
|
2021
Q4 | $986K | Buy |
+6,028
| New | +$986K | 0.28% | 61 |
|