Golden State Wealth Management’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 | $964K | Buy |
6,053
+46
| +0.8% | +$7.33K | 0.12% | 146 |
|
|
2025
Q1 | $1.02M | Buy |
6,007
+567
| +10% | +$96.6K | 0.15% | 117 |
|
|
2024
Q4 | $912K | Buy |
+5,440
| New | +$912K | 0.14% | 126 |
|
|
2022
Q1 | $759K | Sell |
4,966
-3,337
| -40% | -$510K | 0.15% | 134 |
|
|
2021
Q4 | $1.36M | Buy |
8,303
+3,561
| +75% | +$582K | 0.23% | 90 |
|
|
2021
Q3 | $663K | Buy |
4,742
+279
| +6% | +$39K | 0.14% | 137 |
|
|
2021
Q2 | $602K | Buy |
4,463
+213
| +5% | +$28.7K | 0.13% | 145 |
|
|
2021
Q1 | $575K | Sell |
4,250
-3,415
| -45% | -$462K | 0.19% | 92 |
|
|
2020
Q4 | $1.07M | Buy |
7,665
+3,003
| +64% | +$418K | 0.31% | 60 |
|
|
2020
Q3 | $648K | Sell |
4,662
-4,911
| -51% | -$683K | 0.22% | 73 |
|
|
2020
Q2 | $1.15M | Buy |
9,573
+6,973
| +268% | +$834K | 0.37% | 49 |
|
|
2020
Q1 | $286K | Buy |
2,600
+346
| +15% | +$38.1K | 0.13% | 117 |
|
|
2019
Q4 | $282K | Sell |
2,254
-828
| -27% | -$104K | 0.05% | 44 |
|
|
2019
Q3 | $383K | Buy |
3,082
+240
| +8% | +$29.8K | 0.13% | 129 |
|
|
2019
Q2 | $311K | Buy |
2,842
+118
| +4% | +$12.9K | 0.1% | 164 |
|
|
2019
Q1 | $283K | Buy |
+2,724
| New | +$283K | 0.09% | 177 |
|