Icon 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 | $5.85M | Buy |
36,714
+4,239
| +13% | +$675K | 0.42% | 50 |
|
|
2025
Q1 | $5.53M | Buy |
32,475
+2,028
| +7% | +$346K | 0.46% | 49 |
|
|
2024
Q4 | $5.1M | Buy |
30,447
+1,834
| +6% | +$307K | 0.42% | 49 |
|
|
2024
Q3 | $4.96M | Buy |
28,613
+1,380
| +5% | +$239K | 0.41% | 49 |
|
|
2024
Q2 | $4.38M | Sell |
27,233
-1,385
| -5% | -$223K | 0.39% | 53 |
|
|
2024
Q1 | $4.64M | Sell |
28,618
-2,097
| -7% | -$340K | 0.43% | 47 |
|
|
2023
Q4 | $4.5M | Buy |
+30,715
| New | +$4.5M | 0.47% | 43 |
|
|
2022
Q4 | $7.03M | Buy |
46,388
+311
| +0.7% | +$47.1K | 0.81% | 24 |
|
|
2022
Q3 | $5.82M | Buy |
+46,077
| New | +$5.82M | 0.71% | 29 |
|