IWA
IBEX Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+1,401
| New | +$223K | 0.02% | 183 |
|
|
2024
Q4 | – | Sell |
-28,582
| Closed | -$3.98M | – | 225 |
|
|
2024
Q3 | $3.98M | Buy |
28,582
+27,692
| +3,111% | +$3.86M | 1.09% | 41 |
|
|
2024
Q2 | $147K | Buy |
+890
| New | +$147K | 0.02% | 140 |
|
|
2021
Q4 | – | Sell |
-1,755
| Closed | -$245K | – | 366 |
|
|
2021
Q3 | $245K | Buy |
1,755
+5
| +0.3% | +$698 | 0.05% | 157 |
|
|
2021
Q2 | $236K | Buy |
+1,750
| New | +$236K | 0.05% | 162 |
|
|
2019
Q3 | – | Sell |
-1,735
| Closed | -$190K | – | 277 |
|
|
2019
Q2 | $190K | Buy |
+1,735
| New | +$190K | 0.05% | 135 |
|
|
2018
Q1 | – | Sell |
-2,348
| Closed | -$215K | – | 114 |
|
|
2017
Q4 | $215K | Sell |
2,348
-600
| -20% | -$54.9K | 0.1% | 88 |
|
|
2017
Q3 | $272K | Sell |
2,948
-116
| -4% | -$10.7K | 0.1% | 114 |
|
|
2017
Q2 | $266K | Buy |
+3,064
| New | +$266K | 0.1% | 115 |
|
|
2017
Q1 | – | Sell |
-1,238
| Closed | -$108K | – | 294 |
|
|
2016
Q4 | $108K | Sell |
1,238
-1,063
| -46% | -$92.7K | 0.05% | 133 |
|
|
2016
Q3 | $207K | Buy |
+2,301
| New | +$207K | 0.11% | 108 |
|