HWA
HCR Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
9,650
-343
| -3% | -$54.7K | 0.18% | 79 |
|
|
2025
Q1 | $1.7M | Sell |
9,993
-12
| -0.1% | -$2.05K | 0.22% | 70 |
|
|
2024
Q4 | $1.68M | Sell |
10,005
-29
| -0.3% | -$4.86K | 0.21% | 75 |
|
|
2024
Q3 | $1.74M | Buy |
10,034
+353
| +4% | +$61.1K | 0.23% | 69 |
|
|
2024
Q2 | $1.6M | Buy |
9,681
+1,098
| +13% | +$181K | 0.23% | 67 |
|
|
2024
Q1 | $1.39M | Sell |
8,583
-1,048
| -11% | -$170K | 0.21% | 73 |
|
|
2023
Q4 | $1.41M | Buy |
9,631
+2,282
| +31% | +$334K | 0.22% | 72 |
|
|
2023
Q3 | $1.07M | Sell |
7,349
-692
| -9% | -$101K | 0.24% | 74 |
|
|
2023
Q2 | $1.22M | Sell |
8,041
-250
| -3% | -$37.9K | 0.23% | 75 |
|
|
2023
Q1 | $1.23M | Buy |
8,291
+26
| +0.3% | +$3.87K | 0.24% | 74 |
|
|
2022
Q4 | $1.25M | Buy |
8,265
+404
| +5% | +$61.2K | 0.26% | 74 |
|
|
2022
Q3 | $992K | Sell |
7,861
-522
| -6% | -$65.9K | 0.21% | 78 |
|
|
2022
Q2 | $1.21M | Buy |
8,383
+15
| +0.2% | +$2.16K | 0.24% | 75 |
|
|
2022
Q1 | $1.28M | Buy |
8,368
+8
| +0.1% | +$1.22K | 0.21% | 80 |
|
|
2021
Q4 | $1.37M | Buy |
8,360
+246
| +3% | +$40.2K | 0.21% | 86 |
|
|
2021
Q3 | $1.13M | Buy |
8,114
+12
| +0.1% | +$1.68K | 0.19% | 96 |
|
|
2021
Q2 | $1.09M | Sell |
8,102
-45
| -0.6% | -$6.07K | 0.19% | 95 |
|
|
2021
Q1 | $1.1M | Sell |
8,147
-7,717
| -49% | -$1.04M | 0.22% | 89 |
|
|
2020
Q4 | $2.21M | Sell |
15,864
-119
| -0.7% | -$16.6K | 0.46% | 40 |
|
|
2020
Q3 | $2.24M | Sell |
15,983
-37
| -0.2% | -$5.18K | 0.51% | 36 |
|
|
2020
Q2 | $1.92M | Buy |
16,020
+216
| +1% | +$25.9K | 0.45% | 35 |
|
|
2020
Q1 | $1.74M | Sell |
15,804
-34,585
| -69% | -$3.8M | 0.5% | 35 |
|
|
2019
Q4 | $6.29M | Buy |
50,389
+2,654
| +6% | +$332K | 1.53% | 11 |
|
|
2019
Q3 | $5.93M | Sell |
47,735
-2,745
| -5% | -$341K | 1.97% | 8 |
|
|
2019
Q2 | $5.54M | Buy |
50,480
+2,836
| +6% | +$311K | 1.57% | 10 |
|
|
2019
Q1 | $4.82M | Sell |
47,644
-1,966
| -4% | -$199K | 1.39% | 14 |
|
|
2018
Q4 | $4.56M | Buy |
+49,610
| New | +$4.56M | 1.47% | 10 |
|
|
2018
Q3 | – | Sell |
-50,018
| Closed | -$3.92M | – | 172 |
|
|
2018
Q2 | $3.92M | Buy |
50,018
+13
| +0% | +$1.02K | 1.29% | 12 |
|
|
2018
Q1 | $3.96M | Buy |
50,005
+91
| +0.2% | +$7.21K | 1.37% | 12 |
|
|
2017
Q4 | $4.59M | Sell |
49,914
-1,258
| -2% | -$116K | 1.6% | 9 |
|
|
2017
Q3 | $4.66M | Buy |
51,172
+17
| +0% | +$1.55K | 1.96% | 5 |
|
|
2017
Q2 | $4.46M | Sell |
51,155
-32
| -0.1% | -$2.79K | 2.2% | 5 |
|
|
2017
Q1 | $4.6M | Sell |
51,187
-1,045
| -2% | -$93.9K | 2.36% | 3 |
|
|
2016
Q4 | $4.39M | Buy |
+52,232
| New | +$4.39M | 2.32% | 4 |
|