HNWAG
High Net Worth Advisory Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
9,994
-340
| -3% | -$54.2K | 0.42% | 54 |
|
|
2025
Q1 | $1.76M | Buy |
10,334
+1
| +0% | +$170 | 0.5% | 53 |
|
|
2024
Q4 | $1.73M | Sell |
10,333
-865
| -8% | -$145K | 0.48% | 52 |
|
|
2024
Q3 | $1.94M | Sell |
11,198
-38
| -0.3% | -$6.58K | 0.53% | 44 |
|
|
2024
Q2 | $1.85M | Hold |
11,236
| – | – | 0.56% | 44 |
|
|
2024
Q1 | $1.82M | Buy |
11,236
+261
| +2% | +$42.3K | 0.57% | 43 |
|
|
2023
Q4 | $1.61M | Sell |
10,975
-975
| -8% | -$143K | 0.6% | 42 |
|
|
2023
Q3 | $1.74M | Buy |
11,950
+75
| +0.6% | +$10.9K | 0.7% | 38 |
|
|
2023
Q2 | $1.8M | Sell |
11,875
-599
| -5% | -$90.9K | 0.7% | 38 |
|
|
2023
Q1 | $1.85M | Sell |
12,474
-400
| -3% | -$59.5K | 0.76% | 34 |
|
|
2022
Q4 | $1.95M | Sell |
12,874
-2,525
| -16% | -$383K | 0.76% | 29 |
|
|
2022
Q3 | $1.94M | Sell |
15,399
-228
| -1% | -$28.8K | 0.83% | 25 |
|
|
2022
Q2 | $2.25M | Buy |
15,627
+229
| +1% | +$32.9K | 0.93% | 21 |
|
|
2022
Q1 | $2.35M | Buy |
15,398
+63
| +0.4% | +$9.63K | 0.86% | 28 |
|
|
2021
Q4 | $2.51M | Buy |
+15,335
| New | +$2.51M | 0.88% | 26 |
|