IWC
Integrated Wealth Concepts’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
164,392
+2,373
| +1% | +$378K | 0.26% | 84 |
|
|
2025
Q1 | $27.6M | Buy |
162,019
+3,628
| +2% | +$618K | 0.32% | 66 |
|
|
2024
Q4 | $26.6M | Buy |
158,391
+12,103
| +8% | +$2.03M | 0.31% | 67 |
|
|
2024
Q3 | $25.3M | Sell |
146,288
-5,868
| -4% | -$1.02M | 0.31% | 71 |
|
|
2024
Q2 | $25.1M | Buy |
152,156
+843
| +0.6% | +$139K | 0.34% | 66 |
|
|
2024
Q1 | $24.6M | Buy |
151,313
+5,447
| +4% | +$884K | 0.36% | 56 |
|
|
2023
Q4 | $21.4M | Sell |
145,866
-3,181
| -2% | -$466K | 0.35% | 59 |
|
|
2023
Q3 | $21.7M | Sell |
149,047
-4,758
| -3% | -$694K | 0.38% | 54 |
|
|
2023
Q2 | $23.3M | Buy |
153,805
+25,254
| +20% | +$3.83M | 0.4% | 51 |
|
|
2023
Q1 | $19.1M | Buy |
128,551
+35,379
| +38% | +$5.26M | 0.39% | 55 |
|
|
2022
Q4 | $14.1M | Buy |
93,172
+2,622
| +3% | +$397K | 0.38% | 55 |
|
|
2022
Q3 | $11.4M | Buy |
90,550
+1,433
| +2% | +$181K | 0.37% | 60 |
|
|
2022
Q2 | $12.8M | Buy |
89,117
+815
| +0.9% | +$117K | 0.4% | 53 |
|
|
2022
Q1 | $13.5M | Buy |
88,302
+1,585
| +2% | +$242K | 0.41% | 55 |
|
|
2021
Q4 | $14.2M | Buy |
86,717
+1,826
| +2% | +$299K | 0.42% | 56 |
|
|
2021
Q3 | $11.9M | Buy |
84,891
+11,110
| +15% | +$1.55M | 0.39% | 57 |
|
|
2021
Q2 | $9.96M | Buy |
73,781
+2,282
| +3% | +$308K | 0.35% | 61 |
|
|
2021
Q1 | $9.68M | Buy |
71,499
+44,906
| +169% | +$6.08M | 0.4% | 55 |
|
|
2020
Q4 | $3.7M | Buy |
26,593
+3,634
| +16% | +$506K | 0.18% | 100 |
|
|
2020
Q3 | $3.19M | Buy |
22,959
+809
| +4% | +$112K | 0.2% | 97 |
|
|
2020
Q2 | $2.65M | Buy |
22,150
+1,085
| +5% | +$130K | 0.19% | 90 |
|
|
2020
Q1 | $2.32M | Buy |
21,065
+1,460
| +7% | +$161K | 0.21% | 82 |
|
|
2019
Q4 | $2.45M | Buy |
19,605
+6,299
| +47% | +$787K | 0.21% | 88 |
|
|
2019
Q3 | $1.66M | Buy |
13,306
+368
| +3% | +$45.8K | 0.19% | 90 |
|
|
2019
Q2 | $1.42M | Buy |
12,938
+3,399
| +36% | +$373K | 0.19% | 95 |
|
|
2019
Q1 | $993K | Buy |
9,539
+708
| +8% | +$73.7K | 0.17% | 110 |
|
|
2018
Q4 | $812K | Buy |
8,831
+1,435
| +19% | +$132K | 0.22% | 93 |
|
|
2018
Q3 | $619K | Buy |
7,396
+178
| +2% | +$14.9K | 0.19% | 102 |
|
|
2018
Q2 | $564K | Sell |
7,218
-227
| -3% | -$17.7K | 0.19% | 103 |
|
|
2018
Q1 | $576K | Buy |
7,445
+1,117
| +18% | +$86.4K | 0.23% | 88 |
|
|
2017
Q4 | $580K | Buy |
+6,328
| New | +$580K | 0.25% | 81 |
|