FWP
FAS Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
29,585
+903
| +3% | +$144K | 0.35% | 63 |
|
|
2025
Q1 | $4.89M | Buy |
28,682
+992
| +4% | +$169K | 0.4% | 54 |
|
|
2024
Q4 | $4.64M | Buy |
27,690
+549
| +2% | +$92K | 0.39% | 61 |
|
|
2024
Q3 | $4.7M | Buy |
27,141
+814
| +3% | +$141K | 0.37% | 62 |
|
|
2024
Q2 | $4.34M | Buy |
26,327
+837
| +3% | +$138K | 0.38% | 59 |
|
|
2024
Q1 | $4.14M | Buy |
25,490
+613
| +2% | +$99.5K | 0.37% | 63 |
|
|
2023
Q4 | $3.65M | Buy |
24,877
+2,279
| +10% | +$334K | 0.35% | 60 |
|
|
2023
Q3 | $3.3M | Buy |
22,598
+39
| +0.2% | +$5.69K | 0.35% | 58 |
|
|
2023
Q2 | $3.42M | Buy |
22,559
+1,090
| +5% | +$165K | 0.43% | 48 |
|
|
2023
Q1 | $3.19M | Sell |
21,469
-8
| -0% | -$1.19K | 0.35% | 60 |
|
|
2022
Q4 | $3.26M | Buy |
21,477
+1,295
| +6% | +$196K | 0.37% | 61 |
|
|
2022
Q3 | $2.55M | Buy |
20,182
+1,466
| +8% | +$185K | 0.28% | 59 |
|
|
2022
Q2 | $2.69M | Buy |
18,716
+2,094
| +13% | +$301K | 0.28% | 60 |
|
|
2022
Q1 | $2.54M | Buy |
16,622
+1,040
| +7% | +$159K | 0.24% | 65 |
|
|
2021
Q4 | $2.55M | Buy |
15,582
+510
| +3% | +$83.4K | 0.23% | 67 |
|
|
2021
Q3 | $2.11M | Sell |
15,072
-34
| -0.2% | -$4.75K | 0.2% | 75 |
|
|
2021
Q2 | $2.04M | Sell |
15,106
-126
| -0.8% | -$17K | 0.19% | 80 |
|
|
2021
Q1 | $2.06M | Sell |
15,232
-82
| -0.5% | -$11.1K | 0.21% | 76 |
|
|
2020
Q4 | $2.13M | Buy |
15,314
+315
| +2% | +$43.8K | 0.24% | 70 |
|
|
2020
Q3 | $2.09M | Sell |
14,999
-387
| -3% | -$53.8K | 0.28% | 66 |
|
|
2020
Q2 | $1.84M | Sell |
15,386
-24
| -0.2% | -$2.87K | 0.27% | 68 |
|
|
2020
Q1 | $1.7M | Sell |
15,410
-308
| -2% | -$33.9K | 0.3% | 64 |
|
|
2019
Q4 | $1.96M | Buy |
15,718
+328
| +2% | +$41K | 0.33% | 58 |
|
|
2019
Q3 | $1.91M | Buy |
15,390
+1,743
| +13% | +$217K | 0.35% | 56 |
|
|
2019
Q2 | $1.5M | Buy |
13,647
+184
| +1% | +$20.2K | 0.28% | 66 |
|
|
2019
Q1 | $1.4M | Sell |
13,463
-285
| -2% | -$29.7K | 0.27% | 69 |
|
|
2018
Q4 | $1.26M | Sell |
13,748
-610
| -4% | -$56.1K | 0.29% | 67 |
|
|
2018
Q3 | $1.2M | Sell |
14,358
-744
| -5% | -$61.9K | 0.27% | 62 |
|
|
2018
Q2 | $1.18M | Sell |
15,102
-808
| -5% | -$63.1K | 0.32% | 59 |
|
|
2018
Q1 | $1.26M | Sell |
15,910
-1,268
| -7% | -$101K | 0.36% | 55 |
|
|
2017
Q4 | $1.58M | Sell |
17,178
-98
| -0.6% | -$9K | 0.41% | 48 |
|
|
2017
Q3 | $1.57M | Buy |
17,276
+594
| +4% | +$54.1K | 0.44% | 44 |
|
|
2017
Q2 | $1.45M | Buy |
16,682
+56
| +0.3% | +$4.88K | 0.43% | 42 |
|
|
2017
Q1 | $1.49M | Buy |
16,626
+529
| +3% | +$47.5K | 0.46% | 44 |
|
|
2016
Q4 | $1.35M | Buy |
16,097
+664
| +4% | +$55.8K | 0.4% | 37 |
|
|
2016
Q3 | $1.39M | Buy |
15,433
+785
| +5% | +$70.4K | 0.45% | 33 |
|
|
2016
Q2 | $1.24M | Buy |
14,648
+189
| +1% | +$16K | 0.46% | 30 |
|
|
2016
Q1 | $1.19M | Buy |
14,459
+395
| +3% | +$32.5K | 0.61% | 16 |
|
|
2015
Q4 | $1.12M | Buy |
14,064
+188
| +1% | +$14.9K | 0.56% | 22 |
|
|
2015
Q3 | $998K | Buy |
13,876
+608
| +5% | +$43.7K | 0.57% | 21 |
|
|
2015
Q2 | $1.04M | Buy |
13,268
+539
| +4% | +$42.2K | 0.52% | 23 |
|
|
2015
Q1 | $1.04M | Buy |
12,729
+172
| +1% | +$14.1K | 0.53% | 22 |
|
|
2014
Q4 | $1.14M | Buy |
12,557
+157
| +1% | +$14.3K | 0.6% | 22 |
|
|
2014
Q3 | $1.04M | Sell |
12,400
-661
| -5% | -$55.3K | 0.6% | 19 |
|
|
2014
Q2 | $1.03M | Buy |
13,061
+199
| +2% | +$15.6K | 0.59% | 20 |
|
|
2014
Q1 | $1.04M | Buy |
12,862
+1,086
| +9% | +$87.6K | 0.7% | 13 |
|
|
2013
Q4 | $959K | Buy |
+11,776
| New | +$959K | 0.57% | 15 |
|