IAG Wealth Partners’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 | $74.7K | Buy |
469
+1
| +0.2% | +$159 | 0.01% | 177 |
|
|
2025
Q1 | $79.7K | Hold |
468
| – | – | 0.01% | 160 |
|
|
2024
Q4 | $78.4K | Buy |
468
+283
| +153% | +$47.4K | 0.01% | 159 |
|
|
2024
Q3 | $32K | Sell |
185
-23
| -11% | -$3.97K | 0.01% | 231 |
|
|
2024
Q2 | $34.2K | Sell |
208
-62
| -23% | -$10.2K | 0.01% | 213 |
|
|
2024
Q1 | $43.7K | Buy |
270
+117
| +76% | +$19K | 0.01% | 172 |
|
|
2023
Q4 | $22.4K | Hold |
153
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $22.3K | Sell |
153
-90
| -37% | -$13.1K | 0.01% | 215 |
|
|
2023
Q2 | $36.8K | Hold |
243
| – | – | 0.01% | 182 |
|
|
2023
Q1 | $36.1K | Buy |
243
+90
| +59% | +$13.4K | 0.01% | 169 |
|
|
2022
Q4 | $23.1K | Sell |
153
-150
| -50% | -$22.7K | 0.01% | 197 |
|
|
2022
Q3 | $38K | Hold |
303
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $44K | Sell |
303
-14
| -4% | -$2.03K | 0.01% | 140 |
|
|
2022
Q1 | $48K | Buy |
317
+75
| +31% | +$11.4K | 0.02% | 142 |
|
|
2021
Q4 | $40K | Sell |
242
-261
| -52% | -$43.1K | 0.01% | 156 |
|
|
2021
Q3 | $71K | Sell |
503
-450
| -47% | -$63.5K | 0.03% | 103 |
|
|
2021
Q2 | $129K | Hold |
953
| – | – | 0.05% | 66 |
|
|
2021
Q1 | $130K | Hold |
953
| – | – | 0.05% | 66 |
|
|
2020
Q4 | $133K | Hold |
953
| – | – | 0.05% | 63 |
|
|
2020
Q3 | $133K | Buy |
953
+122
| +15% | +$17K | 0.06% | 63 |
|
|
2020
Q2 | $100K | Hold |
831
| – | – | 0.05% | 66 |
|
|
2020
Q1 | $92K | Hold |
831
| – | – | 0.06% | 65 |
|
|
2019
Q4 | $104K | Buy |
+831
| New | +$104K | 0.07% | 64 |
|