Guardian Wealth Advisors (North Carolina)’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 | $2.79M | Buy |
17,526
+623
| +4% | +$99.3K | 0.2% | 74 |
|
2025
Q1 | $2.88M | Buy |
16,903
+212
| +1% | +$36.1K | 0.23% | 65 |
|
2024
Q4 | $2.8M | Buy |
16,691
+373
| +2% | +$62.5K | 0.22% | 67 |
|
2024
Q3 | $2.83M | Sell |
16,318
-77
| -0.5% | -$13.3K | 0.3% | 45 |
|
2024
Q2 | $2.7M | Buy |
16,395
+121
| +0.7% | +$20K | 0.32% | 43 |
|
2024
Q1 | $2.64M | Buy |
16,274
+218
| +1% | +$35.4K | 0.32% | 45 |
|
2023
Q4 | $2.35M | Sell |
16,056
-206
| -1% | -$30.2K | 0.36% | 44 |
|
2023
Q3 | $2.37M | Buy |
16,262
+41
| +0.3% | +$5.98K | 0.4% | 37 |
|
2023
Q2 | $2.46M | Buy |
16,221
+103
| +0.6% | +$15.6K | 0.42% | 29 |
|
2023
Q1 | $2.4M | Sell |
16,118
-960
| -6% | -$143K | 0.42% | 28 |
|
2022
Q4 | $2.59M | Sell |
17,078
-473
| -3% | -$71.7K | 0.5% | 23 |
|
2022
Q3 | $2.22M | Sell |
17,551
-444
| -2% | -$56.1K | 0.41% | 26 |
|
2022
Q2 | $2.59M | Buy |
17,995
+12,230
| +212% | +$1.76M | 0.47% | 23 |
|
2022
Q1 | $881K | Sell |
5,765
-1,336
| -19% | -$204K | 0.38% | 46 |
|
2021
Q4 | $1.16M | Buy |
+7,101
| New | +$1.16M | 0.5% | 41 |
|