Evolution 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 | – | 174 |
|
|
2025
Q1 | $221K | Sell |
1,299
-82
| -6% | -$14K | 0.04% | 135 |
|
|
2024
Q4 | $231K | Buy |
+1,381
| New | +$231K | 0.04% | 128 |
|
|
2024
Q2 | – | Sell |
-1,455
| Closed | -$236K | – | 137 |
|
|
2024
Q1 | $236K | Sell |
1,455
-270
| -16% | -$43.8K | 0.05% | 118 |
|
|
2023
Q4 | $253K | Hold |
1,725
| – | – | 0.05% | 106 |
|
|
2023
Q3 | $252K | Hold |
1,725
| – | – | 0.06% | 102 |
|
|
2023
Q2 | $262K | Buy |
1,725
+45
| +3% | +$6.83K | 0.06% | 98 |
|
|
2023
Q1 | $250K | Buy |
1,680
+348
| +26% | +$51.7K | 0.06% | 103 |
|
|
2022
Q4 | $202K | Buy |
+1,332
| New | +$202K | 0.05% | 117 |
|
|
2022
Q3 | – | Sell |
-1,545
| Closed | -$222K | – | 120 |
|
|
2022
Q2 | $222K | Hold |
1,545
| – | – | 0.06% | 96 |
|
|
2022
Q1 | $237K | Hold |
1,545
| – | – | 0.05% | 101 |
|
|
2021
Q4 | $253 | Buy |
1,545
+1,073
| +227% | +$176 | 0.04% | 111 |
|
|
2021
Q3 | $66K | Hold |
472
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $64K | Sell |
472
-68
| -13% | -$9.22K | 0.01% | 192 |
|
|
2021
Q1 | $73K | Buy |
540
+68
| +14% | +$9.19K | 0.02% | 172 |
|
|
2020
Q4 | $66K | Sell |
472
-826
| -64% | -$116K | 0.01% | 165 |
|
|
2020
Q3 | $180K | Buy |
1,298
+533
| +70% | +$73.9K | 0.05% | 107 |
|
|
2020
Q2 | $91K | Buy |
765
+290
| +61% | +$34.5K | 0.03% | 119 |
|
|
2020
Q1 | $52K | Sell |
475
-358
| -43% | -$39.2K | 0.02% | 113 |
|
|
2019
Q4 | $104K | Buy |
+833
| New | +$104K | 0.03% | 106 |
|
|
2019
Q3 | – | Sell |
-1,423
| Closed | -$156K | – | 564 |
|
|
2019
Q2 | $156K | Buy |
1,423
+1,314
| +1,206% | +$144K | 0.07% | 50 |
|
|
2019
Q1 | $11K | Hold |
109
| – | – | 0.01% | 93 |
|
|
2018
Q4 | $10K | Buy |
+109
| New | +$10K | ﹤0.01% | 125 |
|