Icon Wealth Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$4.74M Sell
2023
Q2
$5.14M Sell
2023
Q1
$6.03M Buy
2022
Q2
$6.42M Buy
2022
Q1
$6.69M Buy
2021
Q4
$6.97M Buy
2021
Q3
$5.23M Buy
2021
Q2
$4.99M Buy
2021
Q1
$3.5M Buy
2020
Q4
$2.33M Buy
2020
Q3
$1.51M Sell
2020
Q2
$1.82M Buy
2020
Q1
$387K Sell
2019
Q4
$492K Buy
2019
Q3
$437K Sell
2019
Q2
$431K Sell
2019
Q1
$435K Sell
2018
Q4
$409K Buy
2018
Q3
$344K Buy
2018
Q2
$287K Sell
2018
Q1
$300K Sell
2017
Q4
$404K Buy