GWAM
Guardian Wealth Advisors (Minnesota)’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
4,530
+241
| +6% | +$38.4K | 0.43% | 27 |
|
|
2025
Q1 | $731K | Buy |
4,289
+295
| +7% | +$50.3K | 0.47% | 28 |
|
|
2024
Q4 | $670K | Sell |
3,994
-55
| -1% | -$9.22K | 0.43% | 33 |
|
|
2024
Q3 | $701K | Buy |
4,049
+99
| +3% | +$17.1K | 0.43% | 33 |
|
|
2024
Q2 | $651K | Sell |
3,950
-45
| -1% | -$7.42K | 0.42% | 33 |
|
|
2024
Q1 | $648K | Buy |
3,995
+153
| +4% | +$24.8K | 0.42% | 36 |
|
|
2023
Q4 | $563K | Buy |
3,842
+34
| +0.9% | +$4.98K | 0.39% | 38 |
|
|
2023
Q3 | $555K | Sell |
3,808
-6
| -0.2% | -$875 | 0.43% | 32 |
|
|
2023
Q2 | $579K | Buy |
3,814
+158
| +4% | +$24K | 0.43% | 35 |
|
|
2023
Q1 | $544K | Buy |
3,656
+492
| +16% | +$73.2K | 0.43% | 37 |
|
|
2022
Q4 | $480K | Buy |
3,164
+57
| +2% | +$8.64K | 0.43% | 41 |
|
|
2022
Q3 | $392K | Buy |
3,107
+86
| +3% | +$10.9K | 0.38% | 43 |
|
|
2022
Q2 | $434K | Buy |
3,021
+102
| +3% | +$14.7K | 0.4% | 43 |
|
|
2022
Q1 | $446K | Buy |
2,919
+66
| +2% | +$10.1K | 0.37% | 44 |
|
|
2021
Q4 | $467K | Sell |
2,853
-14
| -0.5% | -$2.29K | 0.37% | 43 |
|
|
2021
Q3 | $401K | Sell |
2,867
-29
| -1% | -$4.06K | 0.36% | 45 |
|
|
2021
Q2 | $391K | Sell |
2,896
-3
| -0.1% | -$405 | 0.34% | 48 |
|
|
2021
Q1 | $393K | Buy |
2,899
+31
| +1% | +$4.2K | 0.36% | 49 |
|
|
2020
Q4 | $399K | Buy |
+2,868
| New | +$399K | 0.4% | 46 |
|