Evolution Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $253 | Buy |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $66K | Sell |
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|
2020
Q3 | $180K | Buy |
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|
2020
Q2 | $91K | Buy |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $156K | Buy |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Buy |
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