FVWA
Foster Victor Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Buy |
50,521
+3,646
| +8% | +$574K | 0.54% | 77 |
|
|
2025
Q1 | $7.82M | Buy |
46,875
+2,154
| +5% | +$360K | 0.63% | 70 |
|
|
2024
Q4 | $7.21M | Buy |
44,721
+2,583
| +6% | +$416K | 0.55% | 75 |
|
|
2024
Q3 | $7.13M | Buy |
42,138
+1,593
| +4% | +$270K | 0.57% | 76 |
|
|
2024
Q2 | $6.77M | Buy |
40,545
+871
| +2% | +$145K | 0.57% | 71 |
|
|
2024
Q1 | $6.18M | Buy |
39,674
+1,273
| +3% | +$198K | 0.56% | 67 |
|
|
2023
Q4 | $5.71M | Buy |
38,401
+937
| +3% | +$139K | 0.58% | 65 |
|
|
2023
Q3 | $5.4M | Sell |
37,464
-172
| -0.5% | -$24.8K | 0.63% | 61 |
|
|
2023
Q2 | $5.73M | Buy |
37,636
+1,682
| +5% | +$256K | 0.64% | 56 |
|
|
2023
Q1 | $5.4M | Buy |
35,954
+1,922
| +6% | +$289K | 0.65% | 58 |
|
|
2022
Q4 | $5.24M | Buy |
34,032
+2,172
| +7% | +$334K | 0.67% | 56 |
|
|
2022
Q3 | $4.03M | Buy |
31,860
+2,649
| +9% | +$335K | 0.59% | 60 |
|
|
2022
Q2 | $4.27M | Buy |
29,211
+1,934
| +7% | +$282K | 0.63% | 60 |
|
|
2022
Q1 | $4.28M | Buy |
27,277
+3,038
| +13% | +$476K | 0.59% | 61 |
|
|
2021
Q4 | $3.85M | Buy |
24,239
+2,131
| +10% | +$339K | 0.52% | 64 |
|
|
2021
Q3 | $3.09M | Buy |
22,108
+1,739
| +9% | +$243K | 0.49% | 63 |
|
|
2021
Q2 | $2.75M | Buy |
20,369
+1,904
| +10% | +$257K | 0.46% | 69 |
|
|
2021
Q1 | $2.5M | Buy |
18,465
+3,225
| +21% | +$436K | 0.46% | 65 |
|
|
2020
Q4 | $2.12M | Sell |
15,240
-684
| -4% | -$95.2K | 0.48% | 50 |
|
|
2020
Q3 | $2.21M | Buy |
15,924
+689
| +5% | +$95.8K | 0.6% | 46 |
|
|
2020
Q2 | $1.82M | Buy |
15,235
+2,821
| +23% | +$337K | 0.6% | 44 |
|
|
2020
Q1 | $1.49M | Sell |
12,414
-798
| -6% | -$95.5K | 0.65% | 46 |
|
|
2019
Q4 | $1.62M | Buy |
13,212
+2,686
| +26% | +$329K | 0.7% | 43 |
|
|
2019
Q3 | $1.29M | Buy |
10,526
+2,723
| +35% | +$334K | 0.72% | 39 |
|
|
2019
Q2 | $890K | Sell |
7,803
-2,671
| -26% | -$305K | 0.65% | 33 |
|
|
2019
Q1 | $1.09M | Buy |
10,474
+20
| +0.2% | +$2.08K | 0.85% | 14 |
|
|
2018
Q4 | $961K | Buy |
+10,454
| New | +$961K | 0.91% | 9 |
|