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