Inspirion 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 | $4.51M | Sell |
28,312
-202
| -0.7% | -$32.2K | 0.6% | 23 |
|
|
2025
Q1 | $4.86M | Sell |
28,514
-53
| -0.2% | -$9.03K | 0.68% | 22 |
|
|
2024
Q4 | $4.61M | Sell |
28,567
-595
| -2% | -$96K | 0.64% | 22 |
|
|
2024
Q3 | $5.05M | Buy |
29,162
+15
| +0.1% | +$2.6K | 0.71% | 21 |
|
|
2024
Q2 | $4.81M | Buy |
29,147
+15
| +0.1% | +$2.47K | 0.74% | 19 |
|
|
2024
Q1 | $4.73M | Sell |
29,132
-78
| -0.3% | -$12.7K | 0.78% | 20 |
|
|
2023
Q4 | $4.34M | Sell |
29,210
-398
| -1% | -$59.2K | 0.78% | 21 |
|
|
2023
Q3 | $4.32M | Sell |
29,608
-187
| -0.6% | -$27.3K | 0.84% | 21 |
|
|
2023
Q2 | $4.52M | Sell |
29,795
-25
| -0.1% | -$3.79K | 0.87% | 20 |
|
|
2023
Q1 | $4.43M | Buy |
29,820
+350
| +1% | +$52K | 0.89% | 21 |
|
|
2022
Q4 | $4.47M | Buy |
29,470
+94
| +0.3% | +$14.2K | 0.95% | 25 |
|
|
2022
Q3 | $3.71M | Buy |
29,376
+609
| +2% | +$76.9K | 0.84% | 25 |
|
|
2022
Q2 | $4.14M | Sell |
28,767
-34
| -0.1% | -$4.89K | 0.91% | 25 |
|
|
2022
Q1 | $4.43M | Buy |
28,801
+121
| +0.4% | +$18.6K | 0.91% | 22 |
|
|
2021
Q4 | $4.69M | Sell |
28,680
-191
| -0.7% | -$31.2K | 0.99% | 20 |
|
|
2021
Q3 | $4.04M | Buy |
28,871
+527
| +2% | +$73.7K | 0.93% | 21 |
|
|
2021
Q2 | $3.82M | Buy |
28,344
+24
| +0.1% | +$3.24K | 0.94% | 20 |
|
|
2021
Q1 | $3.84M | Buy |
28,320
+978
| +4% | +$132K | 1.02% | 19 |
|
|
2020
Q4 | $3.8M | Sell |
27,342
-519
| -2% | -$72.2K | 1.07% | 18 |
|
|
2020
Q3 | $3.87M | Buy |
27,861
+8
| +0% | +$1.11K | 1.33% | 16 |
|
|
2020
Q2 | $3.33M | Buy |
27,853
+1,265
| +5% | +$151K | 1.31% | 17 |
|
|
2020
Q1 | $2.93M | Sell |
26,588
-609
| -2% | -$67K | 1.44% | 16 |
|
|
2019
Q4 | $3.4M | Buy |
27,197
+10
| +0% | +$1.25K | 1.15% | 18 |
|
|
2019
Q3 | $3.38M | Buy |
27,187
+832
| +3% | +$103K | 1.48% | 15 |
|
|
2019
Q2 | $2.89M | Buy |
26,355
+11
| +0% | +$1.21K | 1.25% | 17 |
|
|
2019
Q1 | $2.74M | Sell |
26,344
-39
| -0.1% | -$4.06K | 1.21% | 17 |
|
|
2018
Q4 | $2.43M | Buy |
26,383
+12
| +0% | +$1.1K | 1.21% | 16 |
|
|
2018
Q3 | $2.2M | Sell |
26,371
-19
| -0.1% | -$1.58K | 0.93% | 19 |
|
|
2018
Q2 | $2.06M | Buy |
26,390
+5,250
| +25% | +$410K | 0.97% | 18 |
|
|
2018
Q1 | $1.68M | Buy |
21,140
+1,762
| +9% | +$140K | 0.82% | 21 |
|
|
2017
Q4 | $1.78M | Buy |
19,378
+4,612
| +31% | +$424K | 0.86% | 20 |
|
|
2017
Q3 | $1.34M | Sell |
14,766
-17
| -0.1% | -$1.55K | 0.68% | 22 |
|
|
2017
Q2 | $1.29M | Sell |
14,783
-250
| -2% | -$21.8K | 0.7% | 23 |
|
|
2017
Q1 | $1.35M | Buy |
15,033
+103
| +0.7% | +$9.26K | 0.76% | 24 |
|
|
2016
Q4 | $1.26M | Buy |
14,930
+181
| +1% | +$15.2K | 0.8% | 23 |
|
|
2016
Q3 | $1.32M | Hold |
14,749
| – | – | 0.86% | 23 |
|
|
2016
Q2 | $1.25M | Buy |
14,749
+99
| +0.7% | +$8.38K | 0.82% | 22 |
|
|
2016
Q1 | $1.21M | Buy |
14,650
+500
| +4% | +$41.2K | 0.85% | 23 |
|
|
2015
Q4 | $1.12M | Sell |
14,150
-500
| -3% | -$39.7K | 0.82% | 22 |
|
|
2015
Q3 | $1.05M | Sell |
14,650
-9
| -0.1% | -$648 | 0.83% | 25 |
|
|
2015
Q2 | $1.15M | Buy |
14,659
+1,000
| +7% | +$78.2K | 0.85% | 22 |
|
|
2015
Q1 | $1.12M | Buy |
13,659
+1,900
| +16% | +$156K | 0.9% | 22 |
|
|
2014
Q4 | $1.07M | Buy |
+11,759
| New | +$1.07M | 0.99% | 22 |
|