IAA
Independent Advisor Alliance’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
134,644
-3,380
| -2% | -$539K | 0.62% | 24 |
|
|
2025
Q1 | $23.5M | Sell |
138,024
-3,158
| -2% | -$538K | 0.78% | 24 |
|
|
2024
Q4 | $23.7M | Buy |
141,182
+5,132
| +4% | +$860K | 0.31% | 64 |
|
|
2024
Q3 | $23.6M | Buy |
136,050
+4,301
| +3% | +$745K | 0.86% | 20 |
|
|
2024
Q2 | $21.7M | Buy |
131,749
+257
| +0.2% | +$42.4K | 0.74% | 23 |
|
|
2024
Q1 | $21.3M | Sell |
131,492
-8,530
| -6% | -$1.38M | 0.77% | 27 |
|
|
2023
Q4 | $20.5M | Sell |
140,022
-1,324
| -0.9% | -$194K | 0.74% | 28 |
|
|
2023
Q3 | $20.6M | Sell |
141,346
-8,551
| -6% | -$1.25M | 0.93% | 22 |
|
|
2023
Q2 | $22.7M | Sell |
149,897
-1,936
| -1% | -$294K | 1% | 20 |
|
|
2023
Q1 | $22.6M | Sell |
151,833
-8,913
| -6% | -$1.33M | 1.09% | 17 |
|
|
2022
Q4 | $24.4K | Sell |
160,746
-27,438
| -15% | -$4.16K | 0.01% | 152 |
|
|
2022
Q3 | $23.8M | Sell |
188,184
-21,009
| -10% | -$2.65M | 1.39% | 9 |
|
|
2022
Q2 | $30.1M | Buy |
209,193
+6,785
| +3% | +$976K | 1.68% | 5 |
|
|
2022
Q1 | $30.9M | Buy |
202,408
+5,212
| +3% | +$796K | 1.49% | 7 |
|
|
2021
Q4 | $32.3M | Buy |
197,196
+10,807
| +6% | +$1.77M | 1.59% | 6 |
|
|
2021
Q3 | $26.1M | Buy |
186,389
+17,608
| +10% | +$2.46M | 1.45% | 7 |
|
|
2021
Q2 | $22.8M | Buy |
168,781
+11,778
| +8% | +$1.59M | 1.25% | 10 |
|
|
2021
Q1 | $21.3M | Buy |
157,003
+1,726
| +1% | +$234K | 1.26% | 10 |
|
|
2020
Q4 | $21.6M | Buy |
155,277
+2,248
| +1% | +$313K | 1.47% | 7 |
|
|
2020
Q3 | $21.3M | Sell |
153,029
-3,920
| -2% | -$545K | 1.61% | 5 |
|
|
2020
Q2 | $18.8M | Sell |
156,949
-4,518
| -3% | -$540K | 2.01% | 4 |
|
|
2020
Q1 | $17.8M | Buy |
161,467
+5,074
| +3% | +$558K | 2.58% | 4 |
|
|
2019
Q4 | $19.5M | Buy |
156,393
+4,235
| +3% | +$529K | 0.85% | 18 |
|
|
2019
Q3 | $18.9M | Buy |
152,158
+2,056
| +1% | +$255K | 2.31% | 4 |
|
|
2019
Q2 | $16M | Buy |
150,102
+2,290
| +2% | +$244K | 2.32% | 5 |
|
|
2019
Q1 | $15.4M | Buy |
147,812
+8,403
| +6% | +$874K | 2.16% | 4 |
|
|
2018
Q4 | $12.8M | Buy |
139,409
+53,455
| +62% | +$4.91M | 2.27% | 5 |
|
|
2018
Q3 | $7.09M | Buy |
85,954
+24,322
| +39% | +$2.01M | 1.28% | 11 |
|
|
2018
Q2 | $4.73M | Buy |
61,632
+1,911
| +3% | +$147K | 0.98% | 24 |
|
|
2018
Q1 | $4.62M | Buy |
59,721
+5,016
| +9% | +$388K | 1.03% | 19 |
|
|
2017
Q4 | $5.02M | Buy |
54,705
+4,701
| +9% | +$431K | 1.12% | 20 |
|
|
2017
Q3 | $4.61M | Buy |
50,004
+1,653
| +3% | +$152K | 1.27% | 18 |
|
|
2017
Q2 | $4.21M | Buy |
48,351
+5,115
| +12% | +$445K | 1.34% | 15 |
|
|
2017
Q1 | $3.89M | Buy |
43,236
+5,641
| +15% | +$508K | 0.62% | 45 |
|
|
2016
Q4 | $3.29M | Buy |
+37,595
| New | +$3.29M | 1.41% | 15 |
|