IFWM
Institute for Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
7,170
-78
| -1% | -$12.4K | 0.13% | 169 |
|
|
2025
Q1 | $1.24M | Sell |
7,248
-25
| -0.3% | -$4.26K | 0.16% | 142 |
|
|
2024
Q4 | $1.22M | Hold |
7,273
| – | – | 0.15% | 140 |
|
|
2024
Q3 | $1.26M | Sell |
7,273
-43
| -0.6% | -$7.45K | 0.16% | 145 |
|
|
2024
Q2 | $1.21M | Buy |
7,316
+95
| +1% | +$15.7K | 0.16% | 137 |
|
|
2024
Q1 | $1.17M | Buy |
7,221
+891
| +14% | +$145K | 0.15% | 142 |
|
|
2023
Q4 | $928K | Sell |
6,330
-24
| -0.4% | -$3.52K | 0.15% | 160 |
|
|
2023
Q3 | $927K | Hold |
6,354
| – | – | 0.17% | 149 |
|
|
2023
Q2 | $964K | Sell |
6,354
-16
| -0.3% | -$2.43K | 0.16% | 152 |
|
|
2023
Q1 | $947K | Sell |
6,370
-300
| -4% | -$44.6K | 0.18% | 143 |
|
|
2022
Q4 | $1.01M | Sell |
6,670
-438
| -6% | -$66.4K | 0.21% | 128 |
|
|
2022
Q3 | $897K | Hold |
7,108
| – | – | 0.2% | 136 |
|
|
2022
Q2 | $1.02M | Hold |
7,108
| – | – | 0.2% | 125 |
|
|
2022
Q1 | $1.09M | Sell |
7,108
-142
| -2% | -$21.7K | 0.18% | 145 |
|
|
2021
Q4 | $1.19M | Buy |
7,250
+17
| +0.2% | +$2.78K | 0.19% | 134 |
|
|
2021
Q3 | $1.01M | Sell |
7,233
-63
| -0.9% | -$8.81K | 0.18% | 146 |
|
|
2021
Q2 | $985K | Sell |
7,296
-46
| -0.6% | -$6.21K | 0.17% | 153 |
|
|
2021
Q1 | $994K | Sell |
7,342
-118
| -2% | -$16K | 0.19% | 143 |
|
|
2020
Q4 | $1.04M | Sell |
7,460
-462
| -6% | -$64.3K | 0.21% | 119 |
|
|
2020
Q3 | $1.1M | Buy |
7,922
+62
| +0.8% | +$8.62K | 0.25% | 102 |
|
|
2020
Q2 | $940K | Buy |
7,860
+608
| +8% | +$72.7K | 0.23% | 113 |
|
|
2020
Q1 | $798K | Buy |
7,252
+32
| +0.4% | +$3.52K | 0.25% | 108 |
|
|
2019
Q4 | $902K | Sell |
7,220
-200
| -3% | -$25K | 0.2% | 142 |
|
|
2019
Q3 | $923K | Sell |
7,420
-7,905
| -52% | -$983K | 0.23% | 127 |
|
|
2019
Q2 | $1.68M | Sell |
15,325
-794
| -5% | -$87K | 0.37% | 62 |
|
|
2019
Q1 | $1.68M | Buy |
+16,119
| New | +$1.68M | 0.36% | 58 |
|
|
2018
Q4 | – | Sell |
-18,292
| Closed | -$1.51M | – | 320 |
|
|
2018
Q3 | $1.51M | Sell |
18,292
-1,050
| -5% | -$86.8K | 0.51% | 59 |
|
|
2018
Q2 | $1.51M | Buy |
19,342
+673
| +4% | +$52.7K | 0.48% | 66 |
|
|
2018
Q1 | $1.35M | Buy |
18,669
+5,335
| +40% | +$386K | 0.4% | 80 |
|
|
2017
Q4 | $1.23M | Sell |
13,334
-6,542
| -33% | -$604K | 0.28% | 112 |
|
|
2017
Q3 | $1.8M | Buy |
19,876
+314
| +2% | +$28.5K | 0.59% | 48 |
|
|
2017
Q2 | $1.7M | Buy |
+19,562
| New | +$1.7M | 0.47% | 48 |
|
|
2013
Q3 | – | Sell |
-794
| Closed | -$61K | – | 103 |
|
|
2013
Q2 | $61K | Buy |
+794
| New | +$61K | 0.05% | 52 |
|