Independent Solutions Wealth Management’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 | $1.63M | Buy |
10,235
+466
| +5% | +$74.2K | 0.32% | 91 |
|
|
2025
Q1 | $1.66M | Sell |
9,769
-487
| -5% | -$83K | 0.37% | 82 |
|
|
2024
Q4 | $1.72M | Buy |
10,256
+71
| +0.7% | +$11.9K | 0.38% | 84 |
|
|
2024
Q3 | $1.76M | Buy |
10,185
+44
| +0.4% | +$7.62K | 0.4% | 78 |
|
|
2024
Q2 | $1.67M | Buy |
10,141
+148
| +1% | +$24.4K | 0.38% | 77 |
|
|
2024
Q1 | $1.62M | Buy |
9,993
+86
| +0.9% | +$14K | 0.38% | 75 |
|
|
2023
Q4 | $1.45M | Sell |
9,907
-676
| -6% | -$99.1K | 0.37% | 75 |
|
|
2023
Q3 | $1.54M | Sell |
10,583
-1,380
| -12% | -$201K | 0.4% | 59 |
|
|
2023
Q2 | $1.82M | Buy |
11,963
+778
| +7% | +$118K | 0.46% | 52 |
|
|
2023
Q1 | $1.66M | Buy |
11,185
+346
| +3% | +$51.4K | 0.49% | 52 |
|
|
2022
Q4 | $1.64M | Buy |
10,839
+2,296
| +27% | +$348K | 0.5% | 51 |
|
|
2022
Q3 | $1.08M | Sell |
8,543
-544
| -6% | -$68.7K | 0.35% | 72 |
|
|
2022
Q2 | $1.31M | Sell |
9,087
-5,251
| -37% | -$755K | 0.41% | 64 |
|
|
2022
Q1 | $2.19M | Buy |
14,338
+1,269
| +10% | +$194K | 0.52% | 45 |
|
|
2021
Q4 | $2.14M | Buy |
13,069
+646
| +5% | +$106K | 0.5% | 49 |
|
|
2021
Q3 | $1.74M | Buy |
12,423
+595
| +5% | +$83.2K | 0.43% | 54 |
|
|
2021
Q2 | $1.6M | Buy |
11,828
+6,780
| +134% | +$915K | 0.39% | 61 |
|
|
2021
Q1 | $684K | Sell |
5,048
-207
| -4% | -$28K | 0.19% | 100 |
|
|
2020
Q4 | $731K | Buy |
5,255
+262
| +5% | +$36.5K | 0.23% | 86 |
|
|
2020
Q3 | $694K | Sell |
4,993
-7
| -0.1% | -$973 | 0.26% | 78 |
|
|
2020
Q2 | $598K | Sell |
5,000
-60
| -1% | -$7.17K | 0.26% | 79 |
|
|
2020
Q1 | $557K | Buy |
5,060
+1,809
| +56% | +$199K | 0.31% | 64 |
|
|
2019
Q4 | $406K | Buy |
+3,251
| New | +$406K | 0.18% | 105 |
|