HWA
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HHM Wealth Advisors’s Procter & Gamble PG Stock Holding History

HHM Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.88M Sell
11,799
-121
-1% -$19.3K 0.22% 43
2025
Q1 		$2.03M Buy
11,920
+8
+0.1% +$1.36K 0.27% 37
2024
Q4 		$2M Buy
11,912
+1,410
+13% +$236K 0.27% 37
2024
Q3 		$1.82M Sell
10,502
-244
-2% -$42.3K 0.26% 38
2024
Q2 		$1.77M Buy
10,746
+3,690
+52% +$609K 0.27% 35
2024
Q1 		$1.14M Sell
7,056
-360
-5% -$58.4K 0.19% 54
2023
Q4 		$1.09M Buy
7,416
+67
+0.9% +$9.82K 0.19% 48
2023
Q3 		$1.07M Buy
7,349
+180
+3% +$26.3K 0.21% 39
2023
Q2 		$1.09M Sell
7,169
-263
-4% -$39.9K 0.2% 40
2023
Q1 		$1.11M Buy
7,432
+135
+2% +$20.1K 0.23% 33
2022
Q4 		$1.11M Sell
7,297
-273
-4% -$41.4K 0.25% 35
2022
Q3 		$956K Sell
7,570
-611
-7% -$77.2K 0.25% 31
2022
Q2 		$1.18M Buy
8,181
+168
+2% +$24.2K 0.3% 29
2022
Q1 		$1.22M Buy
8,013
+1,626
+25% +$248K 0.29% 33
2021
Q4 		$1.05M Buy
6,387
+652
+11% +$107K 0.25% 35
2021
Q3 		$802K Hold
5,735
– – 0.22% 42
2021
Q2 		$774K Sell
5,735
-220
-4% -$29.7K 0.21% 44
2021
Q1 		$806K Sell
5,955
-665
-10% -$90K 0.25% 34
2020
Q4 		$921K Hold
6,620
– – 0.32% 27
2020
Q3 		$920K Sell
6,620
-319
-5% -$44.3K 0.37% 25
2020
Q2 		$830K Buy
6,939
+300
+5% +$35.9K 0.35% 27
2020
Q1 		$730K Buy
6,639
+2,449
+58% +$269K 0.36% 28
2019
Q4 		$523K Buy
4,190
+464
+12% +$57.9K 0.25% 40
2019
Q3 		$463K Buy
3,726
+980
+36% +$122K 0.26% 39
2019
Q2 		$301K Buy
2,746
+400
+17% +$43.8K 0.18% 47
2019
Q1 		$244K Buy
+2,346
New +$244K 0.16% 57