FMWA
Forvis Mazars Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Buy |
46,258
+1,480
| +3% | +$236K | 0.16% | 72 |
|
|
2025
Q1 | $7.63M | Buy |
44,778
+1,485
| +3% | +$253K | 0.18% | 68 |
|
|
2024
Q4 | $7.26M | Sell |
43,293
-493
| -1% | -$82.7K | 0.17% | 73 |
|
|
2024
Q3 | $7.58M | Buy |
43,786
+2,025
| +5% | +$351K | 0.17% | 74 |
|
|
2024
Q2 | $6.89M | Buy |
41,761
+1,950
| +5% | +$322K | 0.17% | 74 |
|
|
2024
Q1 | $6.46M | Sell |
39,811
-29,513
| -43% | -$4.79M | 0.16% | 75 |
|
|
2023
Q4 | $10.2M | Sell |
69,324
-2,519
| -4% | -$369K | 0.28% | 53 |
|
|
2023
Q3 | $10.5M | Buy |
71,843
+1,371
| +2% | +$200K | 0.32% | 54 |
|
|
2023
Q2 | $10.7M | Buy |
70,472
+4,435
| +7% | +$673K | 0.31% | 56 |
|
|
2023
Q1 | $9.82M | Sell |
66,037
-601
| -0.9% | -$89.4K | 0.32% | 55 |
|
|
2022
Q4 | $10.1M | Sell |
66,638
-737
| -1% | -$112K | 0.35% | 52 |
|
|
2022
Q3 | $8.51M | Sell |
67,375
-1,382
| -2% | -$174K | 0.34% | 49 |
|
|
2022
Q2 | $9.89M | Buy |
68,757
+37,458
| +120% | +$5.39M | 0.4% | 40 |
|
|
2022
Q1 | $4.78M | Sell |
31,299
-1,359
| -4% | -$208K | 0.2% | 56 |
|
|
2021
Q4 | $5.34M | Sell |
32,658
-538
| -2% | -$88K | 0.22% | 50 |
|
|
2021
Q3 | $4.64M | Buy |
33,196
+2,081
| +7% | +$291K | 0.21% | 53 |
|
|
2021
Q2 | $4.2M | Sell |
31,115
-3,804
| -11% | -$513K | 0.2% | 54 |
|
|
2021
Q1 | $4.73M | Sell |
34,919
-6,041
| -15% | -$818K | 0.23% | 46 |
|
|
2020
Q4 | $5.7M | Buy |
40,960
+130
| +0.3% | +$18.1K | 0.29% | 41 |
|
|
2020
Q3 | $5.68M | Sell |
40,830
-343
| -0.8% | -$47.7K | 0.33% | 39 |
|
|
2020
Q2 | $4.92M | Sell |
41,173
-3,719
| -8% | -$445K | 0.32% | 44 |
|
|
2020
Q1 | $4.94M | Sell |
44,892
-996
| -2% | -$110K | 0.4% | 30 |
|
|
2019
Q4 | $5.73M | Buy |
45,888
+136
| +0.3% | +$17K | 0.41% | 33 |
|
|
2019
Q3 | $5.69M | Buy |
45,752
+2,978
| +7% | +$370K | 0.46% | 25 |
|
|
2019
Q2 | $4.69M | Sell |
42,774
-1,066
| -2% | -$117K | 0.38% | 33 |
|
|
2019
Q1 | $4.56M | Buy |
43,840
+389
| +0.9% | +$40.5K | 0.38% | 36 |
|
|
2018
Q4 | $3.99M | Sell |
43,451
-1,292
| -3% | -$119K | 0.41% | 31 |
|
|
2018
Q3 | $3.72M | Buy |
44,743
+1,086
| +2% | +$90.4K | 0.33% | 40 |
|
|
2018
Q2 | $3.41M | Sell |
43,657
-4,557
| -9% | -$356K | 0.33% | 44 |
|
|
2018
Q1 | $3.82M | Buy |
48,214
+280
| +0.6% | +$22.2K | 0.38% | 32 |
|
|
2017
Q4 | $4.4M | Buy |
47,934
+903
| +2% | +$83K | 0.44% | 27 |
|
|
2017
Q3 | $4.28M | Sell |
47,031
-249
| -0.5% | -$22.7K | 0.47% | 24 |
|
|
2017
Q2 | $4.12M | Buy |
47,280
+2,330
| +5% | +$203K | 0.47% | 26 |
|
|
2017
Q1 | $4.04M | Buy |
44,950
+326
| +0.7% | +$29.3K | 0.49% | 22 |
|
|
2016
Q4 | $3.75M | Buy |
44,624
+3,005
| +7% | +$253K | 0.49% | 27 |
|
|
2016
Q3 | $3.74M | Buy |
41,619
+990
| +2% | +$88.8K | 0.52% | 24 |
|
|
2016
Q2 | $3.44M | Sell |
40,629
-1,104
| -3% | -$93.5K | 0.51% | 30 |
|
|
2016
Q1 | $3.44M | Buy |
41,733
+2,449
| +6% | +$202K | 0.55% | 28 |
|
|
2015
Q4 | $3.12M | Buy |
39,284
+1,687
| +4% | +$134K | 0.47% | 29 |
|
|
2015
Q3 | $2.71M | Sell |
37,597
-1,875
| -5% | -$135K | 0.48% | 27 |
|
|
2015
Q2 | $3.09M | Sell |
39,472
-2,403
| -6% | -$188K | 0.46% | 29 |
|
|
2015
Q1 | $3.43M | Buy |
41,875
+959
| +2% | +$78.6K | 0.5% | 29 |
|
|
2014
Q4 | $3.73M | Buy |
40,916
+1,726
| +4% | +$157K | 0.61% | 23 |
|
|
2014
Q3 | $3.28M | Buy |
39,190
+1,196
| +3% | +$100K | 0.57% | 25 |
|
|
2014
Q2 | $2.99M | Sell |
37,994
-2,364
| -6% | -$186K | 0.51% | 29 |
|
|
2014
Q1 | $3.25M | Buy |
40,358
+1,757
| +5% | +$141K | 0.57% | 26 |
|
|
2013
Q4 | $3.14M | Sell |
38,601
-1,194
| -3% | -$97.2K | 0.58% | 26 |
|
|
2013
Q3 | $3.01M | Sell |
39,795
-399
| -1% | -$30.2K | 0.62% | 24 |
|
|
2013
Q2 | $3.1M | Buy |
+40,194
| New | +$3.1M | 2.45% | 4 |
|