Exencial 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 | $3.19M | Buy |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $3.49M | Buy |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $2.67M | Buy |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $2.06M | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.33M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.68M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $1.8M | Sell |
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|
2019
Q3 | $1.81M | Sell |
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|
2019
Q2 | $1.77M | Hold |
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|
2019
Q1 | $1.68M | Buy |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.52M | Sell |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $1.43M | Buy |
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|
2017
Q2 | $247K | Sell |
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|
2017
Q1 | $256K | Buy |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $232K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.5M | Sell |
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|
2015
Q1 | $1.65M | Sell |
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|
2014
Q4 | $1.86M | Buy |
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|
2014
Q3 | $1.71M | Buy |
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|
2014
Q2 | $1.57M | Sell |
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|
2014
Q1 | $1.65M | Buy |
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|
2013
Q4 | $1.59M | Buy |
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|
2013
Q3 | $1.58M | Sell |
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|
2013
Q2 | $1.6M | Buy |
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