Evoke Wealth’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 | $6.2M | Buy |
38,936
+1,804
| +5% | +$287K | 0.14% | 59 |
|
|
2025
Q1 | $6.33M | Sell |
37,132
-907
| -2% | -$155K | 0.17% | 61 |
|
|
2024
Q4 | $6.38M | Buy |
38,039
+4,527
| +14% | +$759K | 0.18% | 60 |
|
|
2024
Q3 | $5.8M | Buy |
+33,512
| New | +$5.8M | 0.16% | 65 |
|
|
2024
Q2 | – | Sell |
-33,423
| Closed | -$5.42M | – | 312 |
|
|
2024
Q1 | $5.42M | Buy |
+33,423
| New | +$5.42M | 0.16% | 64 |
|
|
2023
Q4 | – | Sell |
-30,553
| Closed | -$4.46M | – | 282 |
|
|
2023
Q3 | $4.46M | Buy |
30,553
+974
| +3% | +$142K | 0.16% | 71 |
|
|
2023
Q2 | $4.49M | Buy |
29,579
+924
| +3% | +$140K | 0.16% | 67 |
|
|
2023
Q1 | $4.26M | Sell |
28,655
-321
| -1% | -$47.7K | 0.16% | 65 |
|
|
2022
Q4 | $4.39M | Buy |
28,976
+169
| +0.6% | +$25.6K | 0.16% | 69 |
|
|
2022
Q3 | $3.64M | Buy |
28,807
+1,086
| +4% | +$137K | 0.15% | 70 |
|
|
2022
Q2 | $3.99M | Buy |
27,721
+322
| +1% | +$46.3K | 0.15% | 75 |
|
|
2022
Q1 | $4.19M | Buy |
27,399
+336
| +1% | +$51.3K | 0.14% | 81 |
|
|
2021
Q4 | $4.43M | Buy |
27,063
+57
| +0.2% | +$9.32K | 0.14% | 80 |
|
|
2021
Q3 | $3.78M | Buy |
27,006
+1,386
| +5% | +$194K | 0.14% | 83 |
|
|
2021
Q2 | $3.46M | Buy |
25,620
+6,456
| +34% | +$871K | 0.13% | 91 |
|
|
2021
Q1 | $2.6M | Buy |
19,164
+11,052
| +136% | +$1.5M | 0.12% | 96 |
|
|
2020
Q4 | $1.13M | Buy |
8,112
+27
| +0.3% | +$3.76K | 0.08% | 85 |
|
|
2020
Q3 | $1.12M | Sell |
8,085
-22
| -0.3% | -$3.06K | 0.09% | 70 |
|
|
2020
Q2 | $969K | Buy |
8,107
+405
| +5% | +$48.4K | 0.09% | 64 |
|
|
2020
Q1 | $847K | Sell |
7,702
-2,056
| -21% | -$226K | 0.12% | 59 |
|
|
2019
Q4 | $1.22M | Sell |
9,758
-1,714
| -15% | -$214K | 0.15% | 56 |
|
|
2019
Q3 | $1.43M | Buy |
+11,472
| New | +$1.43M | 0.18% | 63 |
|