Global Wealth Management Investment Advisory’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 | $5.06M | Sell |
31,786
-1,064
| -3% | -$170K | 0.95% | 32 |
|
|
2025
Q1 | $5.6M | Buy |
32,850
+773
| +2% | +$132K | 1.12% | 23 |
|
|
2024
Q4 | $5.38M | Buy |
32,077
+1,340
| +4% | +$225K | 1.11% | 23 |
|
|
2024
Q3 | $5.32M | Buy |
30,737
+1,607
| +6% | +$278K | 1.15% | 23 |
|
|
2024
Q2 | $4.8M | Buy |
29,130
+1,656
| +6% | +$273K | 1.12% | 26 |
|
|
2024
Q1 | $4.46M | Buy |
27,474
+1,267
| +5% | +$206K | 1.09% | 24 |
|
|
2023
Q4 | $3.84M | Buy |
26,207
+2,886
| +12% | +$423K | 0.99% | 28 |
|
|
2023
Q3 | $3.4M | Buy |
23,321
+502
| +2% | +$73.2K | 0.95% | 32 |
|
|
2023
Q2 | $3.46M | Buy |
22,819
+1,042
| +5% | +$158K | 0.95% | 36 |
|
|
2023
Q1 | $3.24M | Buy |
21,777
+1,601
| +8% | +$238K | 0.98% | 38 |
|
|
2022
Q4 | $3.06M | Buy |
20,176
+4,602
| +30% | +$697K | 1% | 38 |
|
|
2022
Q3 | $1.97M | Buy |
15,574
+564
| +4% | +$71.2K | 0.7% | 53 |
|
|
2022
Q2 | $2.16M | Buy |
15,010
+993
| +7% | +$143K | 0.73% | 50 |
|
|
2022
Q1 | $2.14M | Buy |
14,017
+618
| +5% | +$94.4K | 0.64% | 58 |
|
|
2021
Q4 | $2.19M | Sell |
13,399
-136
| -1% | -$22.2K | 0.66% | 53 |
|
|
2021
Q3 | $1.89M | Buy |
13,535
+621
| +5% | +$86.8K | 0.6% | 59 |
|
|
2021
Q2 | $1.74M | Buy |
12,914
+481
| +4% | +$64.9K | 0.58% | 62 |
|
|
2021
Q1 | $1.68M | Buy |
12,433
+1,364
| +12% | +$185K | 0.61% | 58 |
|
|
2020
Q4 | $1.54M | Buy |
11,069
+234
| +2% | +$32.6K | 0.6% | 61 |
|
|
2020
Q3 | $1.51M | Sell |
10,835
-4,129
| -28% | -$574K | 0.65% | 56 |
|
|
2020
Q2 | $1.79M | Buy |
14,964
+251
| +2% | +$30K | 0.76% | 50 |
|
|
2020
Q1 | $1.62M | Sell |
14,713
-1,337
| -8% | -$147K | 0.82% | 47 |
|
|
2019
Q4 | $2.01M | Buy |
16,050
+268
| +2% | +$33.5K | 0.85% | 49 |
|
|
2019
Q3 | $1.96M | Buy |
15,782
+2,113
| +15% | +$263K | 0.9% | 41 |
|
|
2019
Q2 | $1.5M | Sell |
13,669
-886
| -6% | -$97.2K | 0.73% | 54 |
|
|
2019
Q1 | $1.51M | Buy |
14,555
+23
| +0.2% | +$2.39K | 0.79% | 48 |
|
|
2018
Q4 | $1.34M | Buy |
+14,532
| New | +$1.34M | 0.78% | 50 |
|