Heartwood Wealth Advisors’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 | $1.54M | Buy |
9,676
+175
| +2% | +$27.9K | 0.16% | 58 |
|
|
2025
Q1 | $1.62M | Buy |
9,501
+5,715
| +151% | +$974K | 0.18% | 51 |
|
|
2024
Q4 | $635K | Sell |
3,786
-283
| -7% | -$47.4K | 0.07% | 87 |
|
|
2024
Q3 | $705K | Hold |
4,069
| – | – | 0.08% | 83 |
|
|
2024
Q2 | $671K | Hold |
4,069
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $660K | Hold |
4,069
| – | – | 0.08% | 81 |
|
|
2023
Q4 | $596K | Hold |
4,069
| – | – | 0.08% | 78 |
|
|
2023
Q3 | $594K | Buy |
4,069
+1,586
| +64% | +$231K | 0.09% | 75 |
|
|
2023
Q2 | $377K | Buy |
2,483
+1,109
| +81% | +$168K | 0.05% | 97 |
|
|
2023
Q1 | $204K | Buy |
1,374
+31
| +2% | +$4.61K | 0.03% | 126 |
|
|
2022
Q4 | $204K | Sell |
1,343
-280
| -17% | -$42.4K | 0.03% | 122 |
|
|
2022
Q3 | $205K | Buy |
+1,623
| New | +$205K | 0.04% | 110 |
|